Role:
Responsible for maintenance of real estate loan files. Assists with real estate loan applications, processes loan requests and makes loan disbursements.
Essential Functions & Responsibilities include but are not limited to:
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Reviews real estate loan application files to verify application data is accurate.
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Contacts third-party providers for supporting documents to complete file.
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Manages loan applications and files to ensure required dates are met.
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Prepares file for closing, submits to attorney and coordinates closing with title company or branch office.
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Verifies prior day activities are accurate.
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Maintains communication with members and third-party providers on loan status.
- Maintains working knowledge of regulatory compliance related to member services and financial services area to include (but not limited to): BSA reporting requirements, OFAC, USA Patriot ACT, Red Flags, Regulation CC, Regulation D, Regulation E, Truth in Savings, Truth in Lending, Privacy, etc.
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Other job duties as assigned
Position Requirements:
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Minimum one year similar or related real estate experience.
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A high school education or GED required.
- Serve as a Notary Public.
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Ability to analyze data for equitable resolutions.
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Proficient with problem solving and critical thinking skills.
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Ability to work regular full time hours.
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Ability to work on-site at designated location.
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Ability to communicate with courtesy, tact, and diplomacy and model exemplary member service.
- Proficiency in Microsoft Office software applications.
- Must be bondable
Ergonomic Considerations:
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Must be able to sit and/or stand for extended periods of time (6 to 7 hours per day).
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Must be able to view a computer screen, use a keyboard to enter information, and manipulate a mouse.
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Job includes some repetitive hand/wrist motions.
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Ability to operate office machinery.
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Ability to lift up to 25 pounds.
Benefits:
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Annual Paid Time Off
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Quarterly Performance Review
- Annual Compensation Review
- Medical, Dental and Vision
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Medical PPO plan
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Dental PPO plan
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Vision plan
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Employee Assistance Program (EAP)
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Retirement
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401k, Brazos Valley Schools Credit Union match of 100% up to 6% of your base income
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Income Replacement and Life Insurance – 100% Brazos Valley Schools Credit Union paid
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Short Term Disability
- Long Term Disability
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Life and Accidental Death & Dismemberment Insurance (AD&D)
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Voluntary Benefits
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Additional Life Insurance for Employee and Dependents
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Hospitalization Insurance
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Critical Illness Insurance
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Pre-Paid Legal
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Identity Protection
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Other benefits offered that are not through payroll deduction
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Ongoing Leadership Training and Development
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Career Path and Succession Planning
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Community Volunteer Opportunities
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Employee Scholarships
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AAA Discount
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Discount tickets to events and travel
