Mortgage Operations Support Specialist

Location: Winchester, Virginia
Category: Accounting and Finance
Employment Type: Contract
Job ID: 16720
Date Added: 06/27/2024

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Mortgage Operation Support Specialist

Job Description:

To provide operational support for Management, Supervisory staff, Mortgage Loan Officers (MLOs), Processors and Closers in order to execute essential mortgage production tasks, minimizing the inherent risk of the Credit Union and its members assume during the origination process.

  • Assist with new loan setup including indexing, member follow up, ordering and/or validating documents; updating mortgage lending systems while ensuring compliance with regulatory requirements
  • Index loan documents received electronically via fax and e-mail from members, Processors, Closers and/or third parties
  • Complete initial contact with the member appropriate information such as contact name, hours, contact numbers, etc. to ensure member education and enhanced member service
  • Maintain systematic, consistent and reliable notes and contact history information on each member interaction and actions taken on accounts
  • Track and update action items in database(s)
  • Serve as mentor/trainer and provide guidance and assistance to team members
  • Continually evaluate the effectiveness of current processes, make recommendations for efficiency improvement
  • Review, prepare and submit production reports for tracking purposes
  • Interact with mortgage staff, government agencies, and vendors to resolve discrepancies
  • Assist in member follow up, documenting mortgage status, and compiling outstanding documentation
  • Review daily production reports and take action(s)  as needed
  • Understand and comply with federal and other regulations relating to financial products and services
  • File, fax and copy documents
  • Perform other duties as assigned

  • Basic skill performing mathematical calculations and working accurately with numbers
  • Basic skill analyzing and organizing problems or work processes
  • Basic skill interacting with staff, management, vendors, members diplomatically & tactfully
  • Word processing and spreadsheet software skills
  • Verbal and written communication skills
  • Basic skill exercising initiative and using good judgment to make sound decisions
  • Basic skill navigating multiple screens and PC applications and adapting to new technologies
  • Desired – High school graduate with some level of advanced education