Mortgage Loan Clerk

Description

The Mortgage Loan Clerk receives members in person and by telephone, assists members in acquiring information necessary to obtain a mortgage loan; provides general credit union information and refers the member to a Mortgage Loan Officer. Funds and disburses mortgage loan; and performs post-closing and servicing functions.

• Disbursement/Funding of Mortgage Loans
• Disbursement of Loan Proceeds on In-House Closed Loans
• Upload of Closing documents to Mortgage Bot/Image Flow and On Base
• Upload of Recorded documents to Mortgage Bot/Image Flow and On Base
• Filing of Recorded Legal Documents a Main
• Manage and update mortgage insurance in core system
• Prepare and submit for recording:
  Lien Releases/Satisfactions
• Answer Servicing Calls and respond to members request and resolve members questions
• Answer Mortgage Ring Group (when not answered by Mortgage Loan Officer):
  Take a message or schedule a follow up appointment for Mortgage Loan Officer
• Be available for Walk-ins members when Mortgage Loan Officer is not available:
  Job would be to make copies of documents and provide originals back to the member and scan documents to Loan Officer or Schedule appointment for member to return at a later time or day or do a phone interview
• Receive and sort mail and route appropriately
• Prepares payoff statements for Mortgage Department
• Retrieves referrals from Keystone, POS site and other sources and submit referrals to Mortgage Loan Officers on a daily basis
• Appropriately cross-sell other Credit Union products and services
• Perform other duties as assigned

• Strong verbal and written communication skills
• Ability to demonstrate exceptional Member service
• Strong attention to detail
• Mortgage lending experience