Description
Role:
The Mortgage Processor Assistant is responsible for providing administrative support to the Mortgage Loan Processors as well as greeting, assisting, and providing direction and information to clients, visitors, and other guests of the Credit Union.
Requirements
Essential Functions & Responsibilities:
- Assist the AVP Mortgage Loan Operations with the required disclosures. Disperse, track, and collect all initial mortgage loan disclosures to ensure compliance
- Provide administrative support to Mortgage Loan Processors as needed
- Responsible for greeting, welcoming, and directing all guests to the mortgage department. Notifies mortgage personnel of visitor arrival. Maintains security and telecommunications system. Informs visitors by answering or referring inquiries
- Responsible for answering all member inquiries, answering, screens, and directing phone calls to staff, taking messages, and scheduling appointments.
- Receives mail, documents, packages, and courier deliveries and delivers or distributes items.
- Comply with all state and federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.
- Comply with all BSA/AML/OFAC policies and procedures
- Promote and maintain a positive and professional image of Union Square to employees, members, and the community
- Secure and safeguard at all times the confidential information of members, employees, and the Credit Union pertaining to accounts, security, and personal information
- Must have the flexibility to deal with changing work hours and locations as needed.
- Responsible for knowing and adhering to USCU policies and procedures as outlined in the employee handbook and training manuals
- Perform other duties as assigned by the supervisor, management, or Human Resources.
Knowledge And Skills
Previous experience as a receptionist or experience in a Mortgage Lending setting is preferred. Prior financial institution experience is desired. Effectively handle multiple responsibilities. Demonstrate clear, concise, effective verbal and written communication skills. Proficient with Microsoft Office Suite or related software.
Education
High school diploma or equivalent.