Mortgage Specialist

Truity Credit Union • Lawrence, KS

409d

About The Position

This position is responsible for entering data, compiling, reviewing, and verifying documents for mortgage loan files. The role involves collaboration with a small Operations team and members of the Mortgage Sales and Development team to process, close, and fund mortgage loan transactions, while also handling additional departmental duties outside of production.

Requirements

• Knowledge of mortgage lending functions including policies, practices, and standards.
• Familiarity with modern office equipment and technology.
• Understanding of Credit Union operations, procedures, products, services, and systems.
• Proficiency in software programs including Mortgage Cadence, Symitar, Microsoft Suite Products, Synergy, FICS, and Mercury Network.
• Ability to read and interpret various instructions in written, oral, diagram, and schedule form.
• Strong organizational and prioritization skills to meet deadlines.
• Effective writing and speaking skills for reports and correspondence.
• Ability to cross-sell for member benefit and educate effectively on processes.
• Problem-solving skills to deal with variables in situations.
• Self-directed with initiative and drive to activate projects from conception to completion.
• Interpersonal and human relations skills.
• Timely decision-making skills.
• Typing and personal computer skills.

Nice To Haves

• Experience in mortgage lending or related fields.
• Familiarity with compliance training and testing processes.

Responsibilities

• Actively listen to and respond to member inquiries, suggestions, requests, and concerns.
• Support the Sales and Development Department to ensure effective communication and timely processing of mortgage files.
• Document and calculate basic types of income to meet GSE requirements.
• Perform quality checks on all documents to ensure efficient and compliant loans.
• Work with relevant 3rd Party staff for timely communications and document processing.
• Assist market team leads & seniors in preparing, reviewing, and submitting final loan documents within regulatory guidelines.
• Complete transactions needed within both mortgage operations and sales departments, including payment of invoices and GL transfers.
• Monitor monthly and annual reports, making corrections when necessary and submitting to government agencies.
• Organize and research proper documentation and perform verifications as needed.
• Ensure adherence to document retention policies.
• Complete necessary training and compliance courses timely.
• Perform other duties and responsibilities as assigned.

Benefits

• Opportunities for professional growth and development through training and education.
• Participation in webinars provided by industry leaders.

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed