Mortgage Loan Assistant
Position Summary:
The Toledo Urban Federal Credit Union is seeking a Mortgage Loan Assistant. The Mortgage Lending Assistant supports the loan officer in processing mortgage applications, ensuring smooth transactions, and providing excellent customer service throughout the loan process
Essential Duties and Responsibilities:
- Support Mortgage Loan Officer by gathering and verifying necessary financial documentation, including proof of income, credit reports, and property and title evaluations
- Act as a liaison between members, real estate agents, and escrow companies, updating all parties on the status of loan applications and ensuring a smooth transaction
- Handle administrative tasks such as answering phone calls, scheduling appointments and maintaining organized loan files and documentation
- Help complete loan applications and submit them to underwriting for approval, ensuring all applications are thorough and accurate
- Stay updated on industry regulations and best practices to ensure compliance throughout the loan process
Minimum Qualifications:
- A high school diploma or equivalent
- At least one (1) year of Mortgage Loan Processing, Underwriting, Origination experience with desired, but not required
- Strong attention to detail and excellent organizational abilities to manage multiple loan applications efficiently
- Ability to communicate complex financial information clearly and effectively to members
- Proficiency in Microsoft Office products to include Word, Excel, and Outlook
Skills, Abilities & Expectations:
- Ability to work in a fast-paced team environment, manage multiple tasks, and prioritize work
- Ability to apply general accounting knowledge processes (debits, credits, balancing)
- Assuring customer service is top priority whether internally or externally, treating members and employees professionally, with courtesy and respect
- Detail oriented and organized with excellent interpersonal and communication skills
- Stay abreast of regulatory requirements and complete annual compliance training applicable to the position
Contact Susan Jester at the Toledo Urban Federal Credit Union: 419-255- 8876 – sjester@toledo urban .net
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