Temporary Mortgage Loan Coordinator II

Responsibilities

• Intake new lan applications into Mortgage Cadence Loan Fulfillment Center (LFC) from Members via phone, walk-in, referrals from branches, other departments, or Loan Officers.
• Act as the primary cntact for Member walk-in traffic to mortgage lending department.
• Respnd to branch emails requesting Member walk-in’s and return calls with a sense of urgency.
• Establish initial rapprt with Member, reach agreement and understanding on mutual expectations, and communicate next steps with Member on an as‑needed basis.
• Structure lan scenarios based on Member’s financial goals and needs to align with mortgage products.
• Cmmunicate and/or collect upfront list of needed documents based on Member’s application using pre‑defined conditions or LFC Desktop Underwriter findings.
• Facilitate initial streamline refinance requests and deliver Member infrmation for fulfillment.
• Crss‑sell company and company products and services.
• Lg‑in to department phone queue during scheduled times.
• Upn receipt of daily Incomplete Loan report, review incomplete loan in LFC and determine next steps with Member to complete loan application or adverse action.
• Act as the TME Ambassadr to recognize areas of improvement for Member service and issues with processes within department and offer solutions and/or suggestions for improvement.
• Prcess and deliver various regulatory notices, such as Reg B/10 Day, Statement of Credit Denial, Credit Score Disclosure, as necessary to remain compliant.
• Ensure cnfidentiality and safeguard sensitive Member financial information.
• Uplad various loan documentation to virtual loan folders in a timely manner.
• Mnitor Mail Mortgage Lending emails and scanned documents from branches and distribute, as necessary.
• Assist lan processors with ancillary pre‑closing loan verifications.
• Research and reslve Member or team member concerns as directed.
• Prvide support on an as‑needed basis to mortgage lending, consumer lending and business services departments to include application input, Member communication, and loan pipeline review.

• Knowledge of real estate principles, practices, rules, regulations, and sales.
• Ability to structure loan scenarios based on Member’s financial goals and needs through application interview process that align with company mortgage products.
• Ability to operate a PC with word processing, spreadsheet and Internet‑based loan origination software.
• Basic understanding of investor guidelines and compliance requirements.
• Ability to communicate effectively both verbally and in writing.
• Ability to establish and maintain effective work relationships with a diverse group of people including vendors and other Credit Union team members.
• Ability to act independently and confidentially, using discretion and tact.
• Ability to analyze situations and recommend workable solutions.
• Ability to coordinate a variety of activities simultaneously and prioritize work.
• Ability and desire to work in a team environment.

Kavaliro provides Equal Employment Opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Kavaliro is committed to the full inclusion of all qualified individuals.

In keeping with our commitment, Kavaliro will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please respond to this posting to connect with a company representative.