Self-Help Credit Union · 1 day ago
Mortgage Loan Assistant
WI-Milwaukee-South Gate
Full-time
Onsite
Entry Level
2+ years expSelf-Help Credit Union is dedicated to creating economic opportunity for traditionally underserved communities. They are seeking a Mortgage Loan Assistant to track outstanding items with mortgage applications, maintain communication with borrowers, and assist in loan processing and closing.
Banking
Responsibilities
Track all outstanding items with mortgage application or file and follow up with borrowers to ensure timely receipt of necessary documentation
Maintain effective communication with applicants, third parties and internal staff on loan status, follow up and/or documentation requests, loan completion and funding of loans
Assist in the facilitation of closing loans with mortgage closers
Work with mortgage loan processors on loan applications in accordance with policies and procedures
Monitor workflow to assure timely processing of loans
Actively cross-sell Credit Union products and services
Upload loan files into loan origination system
Assist mortgage loan officer and processors with other related or administrative tasks
Compile and complete reports as assigned
Assist and support management by performing other duties as assigned
Qualification
Required
High School Diploma (or equivalent)
2 to 3 years combination of experience and education in customer service; prefer 1 to 2 years in loan processing or loan operations in a financial institution or credit union
Strong commitment to our mission – creating economic opportunity for traditionally underserved communities
Ability and willingness to work beyond normal work hours, as needed
Strong written and verbal communication skills
Excellent interpersonal skills and initiative
Knowledge and understanding of related legal and regulatory standards and required loan documentation
Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, designing forms, and other offices procedures and terminology
Mathematical skills including calculating figures and amounts such as discounts, interest, commissions, proportions, percentages, areas, circumference and volume, and ability to apply concepts of basic algebra and geometry
Ability to effectively plan and prioritize work
Ability to form and maintain strong relationships with internal and external customers
Proficiency with Microsoft Word, Excel
Preferred
Bachelor's degree preferred
Working knowledge of mortgage loans and Federal regulations preferred
Preference for working in organizations that place priority on teamwork and collaboration
Bilingual fluency preferred (English/Spanish)
Company
Self-Help Credit Union
Self-Help is a family of nonprofit organizations whose mission is to create and protect ownership and economic opportunity for all.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Truist Foundation
2024-02-14Grant
Leadership Team
Marcus Bowen, CFA, CPA
Chief Financial Officer
Kimberly Jones
Vice President, Director of Partnerships & Community Engagement-Midwest
Recent News
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