Description:
We are Addition Financial, a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals. Shareholder profits don't drive us and never have. Since 1937, we've been on a mission to bring financial success and education to everyone and make a positive impact in the lives of our members and the communities we serve. And we want your help to make that happen. We're looking for people who not only want to do meaningful, challenging work, but who also have a heart for service. If this sounds like you, keep reading and we'll dive into the specifics!
Summary: The Mortgage Operations Coordinator plays a pivotal role in facilitating the smooth processing of mortgage applications and ensuring timely completion of all necessary steps in the mortgage lending process. This position involves assigning members, prospects, and referrals to Mortgage Specialists, coordinating services such as title and appraisals, and diligently following up on initial disclosures to ensure compliance and member satisfaction.
Key Responsibilities:
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Assign members, prospects, and referrals to Mortgage Specialists on a daily basis.
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Coordinate services such as title searches and appraisals for Mortgage Specialists as required for each application.
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Follow up on initial disclosures sent to members to ensure receipt and obtain intent to proceed.
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Reach out to members promptly regarding delayed or unsigned initial disclosures to expedite the process.
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Monitor and manage the workflow of mortgage applications to ensure efficient processing.
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Maintain accurate records and documentation related to assigned mortgage files.
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Collaborate with Mortgage Specialists, underwriters, and other stakeholders to resolve any issues or delays in the mortgage process.
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Provide regular updates to management on the status of assigned mortgage files and any potential bottlenecks or challenges.
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Ensure compliance with all regulatory requirements and internal policies throughout the mortgage lending process.
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Assist Mortgage Specialists in managing their workload and prioritizing tasks to meet established timelines.
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Handle any additional administrative tasks or special projects as assigned by the Mortgage Services Manager.
Working Conditions:
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This position typically operates in an office environment.
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Regular working hours may include evenings and weekends, depending on workload and deadlines.
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Occasional travel may be required for training or meetings.
Requirements:
- High school diploma or equivalent; bachelor’s degree preferred.
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Prior experience in mortgage lending operations or related field is advantageous.
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Strong organizational and time management skills with the ability to prioritize tasks effectively.
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Excellent attention to detail and accuracy in record-keeping and documentation.
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Effective communication skills, both verbal and written, with the ability to interact professionally with members and colleagues.
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Proficiency in using mortgage processing software and Microsoft Office Suite.
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Ability to work independently with minimal supervision and as part of a team.
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Knowledge of mortgage lending regulations and compliance requirements is desirable.
Working With Us:
We’re continually recognized as a top employer because we understand people like you want more out of your career. Like making a difference in people’s lives and in the community. Being part of a team that supports each other. Feeling good about the time you spend at work each day. And being able to balance your life while also earning a competitive base salary and benefits, including:
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401k with profit sharing contribution
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Comprehensive medical, dental and vision coverage from leading insurance providers
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Continuing education and up to $5,000 in tuition assistance annually
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Generous vacation and sick pay
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Paid parental leave and volunteer time off
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Major holidays off including Federal holidays that many other industries don't observe
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Credit union benefits including reduced consumer/mortgage loan rates, free checks, and other financial services discounts
At Addition Financial, we accept you for who you are. We are an equal opportunity employer and do not discriminate based on race, color, creed, religion, national origin, sex, marital status, age, or disability/handicap with regards to recruitment, selection, placement, promotion, wages, benefits, and any other areas of employment. Personal perspectives and beliefs are what helps our team members, and our company, grow as a whole and we seek to nurture that inclusiveness. We welcome our team member’s diverse viewpoints and work together so that everyone’s voices are heard. So, if you’re ready to take your career to the next level, Count Us In®.
