First Tech Federal Credit Union · 1 day ago
Loan Processing Assistant II
First Tech Federal Credit Union is seeking a Loan Processing Assistant II to support the mortgage process by reviewing loan applications and pre-processing documentation. The role involves ensuring accurate ordering of third-party services, validating disclosure documents, and maintaining data integrity.
Responsibilities
Review Wholesale and retail loan applications to ensure relevant documentation is in place, using an established checklist
Order appraisal, title, homeowners associations, verification of rent, tax transcripts, written verification of employment, homeowners’ insurance and condo documents
Validate, prepare, and finalize TRID documents (Loan Estimates) and initial loan disclosures
Ensure accuracy of dates within the Operating System
Communicate by email and phone with third party vendors, loan officers and mortgage operations internal business partners
Partner with our Business Support team on the Robotic Process
Qualification
Required
Minimum one year experience in mortgage lending
Efficient, well-organized, able to effectively prioritize to manage a variety of duties
Strong analytical and decision-making skills with attention to detail
Ability to communicate clearly (verbal and written) with all levels within organization
Ability to apply logic to situations and make common-sense analysis of a credit package
Ability to work independently and make decisions about required conditions and documentation; while adhering to internal and investor guidelines
Working knowledge of Microsoft Office Suite
Minimum Education: High School Diploma
Benefits
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Paid Time Off: You’ll accrue up to 15 vacation days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
Company
First Tech Federal Credit Union
First Tech Federal Credit Union is an Oregon-based investment bank that focuses on technology-driven companies.
Funding
Current Stage
Late StageRecent News
WBJournal.com
2025-12-11
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