Real Estate Junior Specialist

As Our Real Estate Junior Specialist, You Will Responsibilities

• Package and dispatch real estate loan applications to members; verify that all required documentation and upfront fees are collected.
• Perform precise data entry within lending systems to ensure all loan fields are current and accurate.
• Prepare and organize mortgage loan files for submission to contract underwriting.
• Order and track essential third‑party reports, including IRS transcripts, credit reports, flood certificates, and Verifications of Employment (VOE) or Mortgage (VOM).
• Validate subject property addresses via USPS and coordinate the ordering of title work and appraisals.
• Book new Home Equity loans into the core system; process and mail loan disbursement checks and HELOC check orders.
• Order, process, and prepare internal and external mortgage payoff statements.
• Support the team in arranging loan closings and providing cross‑functional backup for various real‑estate and loan servicing roles.
• Serve as a primary point of contact for member inquiries via phone and email, providing professional updates on loan products and application status.
• Partner closely with the Member Service team to uphold the Credit Union's high standards for service quality and member satisfaction.

• High School Diploma or equivalent.
• Proficiency in Microsoft Office Suite and a proven ability to learn new financial software and core systems quickly.
• Exceptional accuracy in data entry and document review.
• Ability to manage multiple priorities and shifting deadlines in a fast‑paced environment.
• Strong interpersonal skills with a team‑oriented mindset and the ability to work independently with minimal supervision.

• Basic understanding of financial services or real‑estate lending (comprehensive training will be provided).
• Familiarity with basic lending regulations governing financial institutions.
• Bilingual fluency in Spanish is a significant plus.

• Our 401k Match is as high as 7.98%
• We offer Blue Cross health insurance with up to 90% employee/70% dependent premiums paid
• Accrue 12 days of vacation per year
• 5 days of personal leave per year
• 3 paid holidays per year
• Our dress code is relaxed, business casual and company logo wear
• We have a team of trainers to get you ready to be fabulous on the job!

Hours:

Mon‑Fri 9:00 AM–5:30 PM with coverage until 6:00 PM as needed during the week; rotating Saturdays 9:00 AM–1:00 PM.

Equal Opportunity Employer. All qualified applicants, including those with limited English proficiency, are encouraged to apply.