You are a detail-oriented, customer-focused
professional who enjoys helping members through the mortgage lending process.
You are organized, adaptable, and comfortable handling both member-facing
service and behind-the-scenes loan support tasks in a fast-paced financial
environment.
Location: Napa, California (TEMPORARY ASSIGNMENT)
This Position Pays: $24.00 – $31.00 per hour (DOE)
What You Will Be Doing:
- Serving
as the primary point of contact for mortgage lending members, including
walk-ins, phone inquiries, and referrals
- Intake
and processing of new mortgage loan applications in the loan fulfillment
system
- Collecting
and verifying required documentation (income, assets, and supporting
files)
- Monitoring
and following up on incomplete loan files and member requests
- Assisting
with regulatory compliance notices (e.g., Reg B, credit denial letters,
credit score disclosures)
- Managing
electronic loan files, including uploading and organizing documentation
- Coordinating
communication between branches, loan officers, and processing teams
- Handling
departmental email inboxes and distributing documents appropriately
- Assisting
with employment verification tasks (WVOE/VVOE)
- Cross-selling
credit union products and services when appropriate
What You Bring:
- High
school diploma or equivalent
- At
least 1 year of office, administrative, or customer service experience
- Strong
communication skills, both written and verbal
- Ability
to manage multiple tasks and prioritize effectively
- Proficiency
with PC systems, including word processing, spreadsheets, and web-based
tools
- Strong
attention to detail and ability to handle confidential information
responsibly
- Ability
to work independently while contributing to a team environment
- Ability
to obtain and maintain registration with the National Mortgage Licensing
System (SAFE Act compliance)
- Strong
interpersonal skills and ability to work with diverse members, vendors,
and internal teams
For over 50 years, Nelson Connects has empowered employers and job seekers to achieve their unique versions of success. Our commitment to excellence, integrity, compassion, and innovation has made us a trusted partner in connecting jobs, people, and communities. The remarkably talented and dedicated people of Nelson Connects are building on the rich history of this company to define the future of our industry, and we can’t wait to work with you.
We are Nelson Connects, and our purpose is your success.
To learn more about our workplace culture and the position, please apply
#INDbpjr
For over 50 years, Nelson Connects has empowered employers and job seekers to achieve their unique versions of success. Our commitment to excellence, integrity, compassion, and innovation has made us a trusted partner in connecting jobs, people, and communities. The remarkably talented and dedicated people of Nelson Connects are building on the rich history of this company to define the future of our industry, and we can’t wait to work with you.
We are Nelson Connects, and our purpose is your success.
Pay & Benefits Transparency: Nelson Connects provides compensation ranges for all job postings in accordance with applicable federal, state, and local pay transparency laws. The compensation range listed represents a good faith estimate of base pay at the time of posting for the specific position and work location, or locations where the role may be performed.
Eligible temporary associates may have access to medical, dental, vision, HSA, EAP, life/AD&D, short-term disability, 401(k) retirement plan options, commuter benefits, paid sick leave where mandated, and other state or locally required benefits, subject to eligibility requirements.
Where applicable, postings will describe any additional benefits, paid leave, bonus or incentive opportunities, commissions, and other forms of compensation specific to that position. Actual compensation offered may vary based on skills, experience, worksite location, shift, and other legitimate business factors.
Fair Chance Hiring: Nelson Connects will consider qualified applicants with arrest and conviction records in a manner consistent with applicable federal, state, and local fair chance and ban-the-box laws.
Temporary Assignment Disclosure: For temporary or temporary-to-hire assignments, the job posting will identify the worksite location, anticipated schedule, pay rate or range, nature of the assignment, and other information required under applicable state or local law.
Equal Employment Opportunity & Accommodation: Nelson Connects is an equal opportunity employer. Employment decisions are made without regard to race, color, religion, sex (including pregnancy, sexual orientation, gender identity), national origin, age, disability, genetic information, veteran status, or any other status protected under applicable law.
At Nelson Connects, we welcome applicants of all abilities and are committed to ensuring that every aspect of our hiring and interview process is accessible and supportive. If you require a reasonable accommodation to assist in your job search or application process, please contact us at [email protected] for assistance.
