Heritage Family Credit Union · 7 hours ago
Administrative Assistant - Mortgages
Rutland, VT
Full-time
Onsite
Entry Level
$18.35/hr - $22.94/hr
2+ years expHeritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. The Administrative Assistant for Mortgages provides vital administrative support to the mortgage department, ensuring exceptional customer service through efficient handling of member inquiries, accurate document processing, and timely completion of all administrative tasks.
CreditFinanceFinancial Services
Responsibilities
Serve as the first point of contact for the mortgage department by promptly greeting visitors via all forms of contact, identifying their needs, coordinating appointments, facilitating document exchange, and maintaining accurate records of interactions
Assist members with general mortgage inquiries such as products, application status, escrow and payment details, and hardship options providing clear and timely information by phone, email, or in person
Process incoming and outgoing mail, interoffice correspondence, and deliveries for the department
Make copies of borrower documents, promptly return the originals, and ensure scanned copies are accurately routed to the appropriate contact
Assign applications and referrals to the appropriate loan originator and processor, ensuring a warm handoff to the team
Maintain inventory of supplies for the department, ordering and tracking replacements as needed
Process weekly address change and deceased member reports
Must maintain predictable and reliable attendance
All other duties as assigned
Qualification
Required
High school diploma or equivalent required
Strong communication, organization, and problem-solving skills
Proficiency in Microsoft products
Excellent phone skills/etiquette and the ability to communicate clearly and effectively over the phone and in person
Detail-oriented, customer-focused, and able to work independently as well as part of a team
Must maintain predictable and reliable attendance
Preferred
Minimum 2 years in mortgage lending, financial services, or administrative services preferred
Benefits
Paid time off in addition to paid federal holidays
Medical, dental, and vision benefits to employees who regularly work 24+ hours a week
401k match
Ongoing training opportunities
8 hours of volunteer time with an organization important to you
Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis)
Company
Heritage Family Credit Union
Established in 1956, Heritage Family Credit Union (HFCU) is a member-owned, member-first, not-for-profit cooperative offering a full-range of financial services with locations serving Vermont, New Hampshire, New York, and Massachusetts.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Christopher Gomez
President & CEO
Recent News
Vermont Business Magazine
2023-10-18
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