Temporary Loan Officer Assistant; Temporary

Temporary Loan Officer Assistant (4 Month Temporary Assignment)

We are looking for a Temporary Loan Officer Assistant who is driven to have a positive impact on the employee and member experience. This four‑month temporary assignment provides the opportunity to step into a role and gain hands‑on experience as a Loan Officer Assistant, with work and projects customized based on experience, skillset, and development goals.

What You Will Do:

• Act as the primary point of contact for members throughout the loan process, responding to phone calls, emails, and digital inquiries promptly.
• Manage new leads, schedule and confirm Loan Officer appointments, send pre‑qualification links, onboarding materials, and needs lists to members.
• Follow up with members on outstanding documentation, upload, organize, and maintain member documentation in internal loan systems.
• Maintain attendance and demonstrate commitment to SCU values.
• Review inbound leads and web applications to identify viable opportunities and prepare leads for Loan Officer outreach.
• Support lead conversion through proactive communication and coordination, monitoring pipeline activity and keeping loans moving toward key milestones.
• Assist Loan Officers in completing accurate Uniform Residential Loan Applications (Form 1003) and analyze borrower credit and financial information to support loan product discussions.
• Run credit reports and Automated Underwriting System findings as permitted, prepare Initial Fee Worksheets, and support loan pricing per guidelines.
• Partner with Loan Processors to ensure required documentation is collected, track and upload conditions requested by processing and underwriting, and resolve file issues to maintain momentum.
• Maintain accurate loan files and member records across all required systems, ensuring documentation is properly uploaded, labeled, and stored.
• Monitor file status and assist with managing deadlines and workflow priorities, providing day‑to‑day administrative support to Loan Officers as needed.
• Ensure all activities align with policies, regulatory requirements, and member privacy standards, maintaining a high level of accuracy and supporting a compliant, audit‑ready loan process.

Basic Qualifications:

• High school diploma or equivalent.
• Minimum of 1 year of mortgage lending or related financial services experience.
• Strong organizational, time‑management, and multitasking skills.
• High attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Demonstrated customer service mindset with a sense of urgency and follow‑through.
• Proficiency with loan origination systems, CRM tools, and Microsoft Office applications.
• Alignment with Seattle Credit Union’s mission of serving and empowering communities.

Working Conditions:

• Hybrid role – work remotely as well as in an office or branch in the Greater Seattle area.
• Team members may attend special off‑hour meetings and seminars.
• Work may include prolonged periods of sitting at a desk and using a computer.

Compensation: Compensation is based on the candidate's geographical location, calculated using an adjustment factor from the Seattle area market compensation.

Essential Duties:

• Communicate clearly and professionally with internal and external stakeholders.
• Build and maintain positive working relationships across teams.
• Collaborate with teammates to meet deadlines and deliver quality outcomes.
• Respond to questions, issues, or requests with empathy and sound judgment.
• Support team initiatives, projects, or process improvements as assigned.
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

At‑Will Employment Statement: This is an equal‑opportunity/affirmative action employer that celebrates diversity and encourages all to apply.