Job Description - Mortgage Specialist


Position Title: 

Mortgage Specialist

 

Reports To: 

VP- Mortgage

Basic Function: 

Under the direction of the VP-Mortgage, performs a variety of functions within the department. Serves as the float to assist or back-up real estate team members.

Responsibilities:

  • Provide assistance within all areas in the Mortgage Department and ensure segregation of duties, such as:
  • Loan Boarding
  • Payoff Requests
  • Escrow Processing
  • Discharges/Collateral releases
  • General Ledger account posting and corrections
  • Customer Serving and Correspondence
  • Account Research
  • File maintenance
  • Scans documents and files as needed.
  • Back-up to Mortgage Administrative Assistant when needed.
  • Adheres to all Red River Employees Federal Credit Union policies and procedures.
  • Performs other related duties as assigned.

Qualifications:

  • One or more years of experience with a financial institution or a customer service-related position. Mortgage experience preferred.
  • High School diploma or the equivalent.
  • Must be able to work in a fast-paced environment and handle multiple functions within strict deadlines.
  • Must be a team player and detail oriented.
  • Proficient with personal computer, basic office equipment, and Microsoft office.
  • Outgoing personality, knowledge of proper grammar usage.
  • Ability to meet, speak, and deal effectively with people, being professional always. 
  • Must always maintain a neat and professional appearance.
  • Attention to detail and high level of accuracy.
  • While the following list is not exhaustive and may be supplemented, identified physical requirements include the ability to operate normal office equipment and some lifting, not to exceed 25 pounds.
  • Ability to follow the core values of Team-Focused, Excellence, Authenticity, and Leading in Innovation.

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