TruWest - Tempe, AZ

posted 2 days ago

Tempe, AZ
Credit Intermediation and Related Activities

About the position

Live your best (work) life at TruWest Credit Union! Do you like knowing what tomorrow will bring? And the day after? And the day after that? Same, us too! At TruWest, we offer steady work schedules that makes it easy for you to plan (work) life around. Self-care is important. So why not get paid for it? TruWest offers paid time off and we also observe all Federal Holidays which gives you 11 more days a year to spend on YOU or hanging out with family, friends or furbabies (bonus)! Benefits? We've got you covered (get it?)! We offer first day medical, dental, vision and 401(k). We'll even help you save for retirement by matching your 401(k) contributions. Don't even know what a 401(k) is? That's okay, we'll show you the ropes and you'll learn a ton about finances, loans, accounts and planning for your future. We want you to know all about our products and services so you can help our members. If you love working with members and looking for a place to call home, you've found it. What are you waiting for? Apply now!

Responsibilities

  • Assist loan officer in pre-qualifying the borrower by assisting the LO during the loan application process, requesting a document needs list, following up on missing items from borrower to complete loan application
  • Excellent monitoring and tracking skills related to the mortgage pipeline
  • Manage pipeline to meet all contract deadlines
  • Review income docs and calculate income
  • Meet with borrowers to review documentation and/or sign loan disclosures
  • Update third-party referral partners and borrowers at every milestone of the loan application
  • Request documentation from the borrower related to Underwriting conditions
  • Perform other duties as assigned

Requirements

  • High School Diploma or GED is required
  • 3 to 5 years of lending experience or comparable work within a financial institution, preferably working loan processing, borrower communication, and guideline knowledge
  • Prior sales experience a plus
  • Extremely organized and detail oriented, ability to multi-task and prioritize
  • Ability to work in a fast-paced environment
  • Good phone skills and ability to communicate effectively with clients
  • Great customer service skills
  • Demonstrate critical thinking skills
  • Self-starter with a high sense of urgency and the ability to create urgency in others
  • Works well with a team and independently
  • Strong typing skills and math skills
  • Professional and confident conduct and appearance
  • Ability to analyze a credit report and income documentation
  • Intermediate knowledge of Microsoft Office software products, especially MS Excel

Benefits

  • Paid time off
  • Observance of all Federal Holidays
  • First day medical, dental, vision insurance
  • 401(k) with matching contributions
Job Description Matching

Match and compare your resume to any job description

Start Matching
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service