Position Title:
Mortgage Specialist
Reports To:
VP- Mortgage
Basic Function:
Under the direction of the VP-Mortgage, performs a variety of functions within the department. Serves as the float to assist or back-up real estate team members.
Responsibilities:
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Provide assistance within all areas in the Mortgage Department and ensure segregation of duties, such as:
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Loan Boarding
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Payoff Requests
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Escrow Processing
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Discharges/Collateral releases
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General Ledger account posting and corrections
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Customer Serving and Correspondence
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Account Research
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File maintenance
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Scans documents and files as needed.
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Back-up to Mortgage Administrative Assistant when needed.
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Adheres to all Red River Employees Federal Credit Union policies and procedures.
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Performs other related duties as assigned.
Qualifications:
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One or more years of experience with a financial institution or a customer service-related position. Mortgage experience preferred.
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High School diploma or the equivalent.
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Must be able to work in a fast-paced environment and handle multiple functions within strict deadlines.
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Must be a team player and detail oriented.
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Proficient with personal computer, basic office equipment, and Microsoft office.
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Outgoing personality, knowledge of proper grammar usage.
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Ability to meet, speak, and deal effectively with people, being professional always.
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Must always maintain a neat and professional appearance.
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Attention to detail and high level of accuracy.
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While the following list is not exhaustive and may be supplemented, identified physical requirements include the ability to operate normal office equipment and some lifting, not to exceed 25 pounds.
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Ability to follow the core values of Team-Focused, Excellence, Authenticity, and Leading in Innovation.
