Fortera Credit Union ยท 4 weeks ago
Mortgage Loan Officer Assistant
Clarksville, TN
Full-time
Hybrid
Entry Level
1+ years expFortera Credit Union is seeking a Mortgage Loan Officer Assistant to support mortgage loan officers in processing and closing mortgage loans. The role involves data entry, member inquiries, and ensuring the accuracy of loan applications while providing excellent member support.
Financial Services
No H1B
Responsibilities
Conduct initial interviews or contact members for additional information as necessary including accurately inputting loan applications into current mortgage software platform
Receive, review and structure loan applications for completeness
Lead the distribution of incoming mortgage loan applications to appropriate mortgage personnel
Play a lead function in facilitating the Lock Desk for the mortgage pipeline
Request and facilitate organizing required documents for the type of loan application
Prepare loan disclosure documents for signatures and Adverse Action Forms in accordance with Credit Union procedures and compliance
Prepare correspondence as necessary
Ensure sensitive items, files, and original loan documents are secured properly
Keep management informed of area activities and any significant problems
Attend and participate in all meetings, trainings and committees as required
Satisfactorily complete all required compliance training and complies with all regulations which apply within the scope of the position to include Bank Secrecy Act compliance
Participate in community and civic events to promote awareness of the Credit Union
Regular and predictable attendance
Ensure work area and assigned equipment are clean, secure, and well-maintained
Perform other duties as assigned by management
Qualification
Required
High school graduate or equivalent
One-year financial industry/banking experience required
Accurately assesses cultural environment, exhibiting emotional intelligence and appropriate sensitivity
Preference for working in organizations that place priority on personal humility, diversity, inclusion, teamwork, and collaboration
Well-organized and attentive-to-detail
Able to work in a cooperative manner with others
Assists and coordinates activities
Strong public relations and interpersonal skills
Able to use PC, related software applications, and standard office equipment
Strong spelling, grammar, and business correspondence skills
Strong math skills
Able to meet deadlines and maintain an effective and efficient workflow
Must be able to work well under pressure while always promoting a professional image of the Credit Union
Professional dress, appearance, and attitude
Must be able to work independently, as a team, and handle multiple tasks in a fast-paced environment
Regular and predictable attendance
Preferred
Additional business coursework or loan specific training or certifications preferred
Mortgage lending related experience preferred
General understanding of Credit Union operations
Knowledge of Credit Union loan and mortgage documents and state title requirements
Understanding of loan applications and filing requirements
Company
Fortera Credit Union
Fortera Credit Union is a bank offering debt consolidation services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jennifer Ventimiglia
Chief Executive Officer
Angela Andrews
Chief Operations Officer
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