Mortgage Fulfillment Specialist

We need to output HTML fragment with sections: About the role? Actually the posting includes "Why Westerra?" (company description) then "What is the role?" then "What will be expected of me?" then "Will I have Direct Reports?" then "What am I bringing?" then "What is the work environment like, and are there physical requirements for this role?" then "Salary:" then "What are some of our benefit offerings?" then note about application deadline (should be removed as application instructions). Also we need to remove boilerplate like cookie/navigation/legal/EEO etc. There's none. We need to use

for section headings: e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. But we need to map content accordingly. The instruction: "use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we should use those headings if content exists. We should not repeat job title as heading. We need to decide which sections to include based on content. We have: - Company description / culture: "Why Westerra?" This could be "About the role"? Actually "About the role" is more about the role description, but we have a separate "What is the role?" which describes responsibilities. The company description could go under "About the role"? Might be better to put under "About the role" a brief description of the company and role? But the instruction says use those headings as examples; we can use others if appropriate? It says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they expect us to use those headings where applicable. So we need to map content to those headings. Let's identify: - About the role: could include the company description and role overview. Could combine "Why Westerra?" and "What is the role?" as an overview. - Responsibilities: the bullet list under "What will be expected of me?" (duties). Also maybe the "Assist with post‑closing administrative responsibilities" etc. - Requirements: maybe "Will I have Direct Reports?" (No) is not a requirement. Could be under Requirements? Not needed. - Qualifications: "What am I bringing?" includes Experience/Education and Skills and Abilities. Could split into Qualifications (experience/education) and Skills. - Skills: could be separate. - Benefits: the benefit offerings. - Pay: Salary info. - Schedule: work environment and physical requirements (office environment, desk). Could be Schedule? Actually schedule is about hours; but we have work environment. Could treat as Schedule? Might be better to have a section for Work Environment (but not in list). However instruction says prefer a few substantive sections over many thin ones. So we could combine work environment into maybe "Schedule" if we have schedule info? Not given. Could omit Schedule if no specific schedule info. The posting does not mention schedule (hours). So we should not create a Schedule section. Thus we will have sections: About the role, Responsibilities, Qualifications, Skills, Benefits, Pay. Possibly also Requirements? Could combine Qualifications and Requirements. But we have experience/education as qualifications; we could put that under Qualifications. Skills under Skills. We need to use

• for any list of duties/requirements/benefits. So for Responsibilities list, we need
  • . For Benefits list, also
    • . For Qualifications maybe list? It's a mix of paragraphs and bullet-like items. The "Experience/Education:" and "Skills and Abilities:" are headings within that section. We could keep them as

      with bold? But we cannot add arbitrary tags besides

      ,

      • ,

        . We can use

        for prose. So we can put the experience/education as a

        and then maybe a

        • for the bullet points under Skills and Abilities? Actually Skills and Abilities is a list of items. We could treat that as Skills section. Thus:

          About the role

          Why Westerra? At Westerra Credit Union, we believe You Can Do Money . It is more than just a phrase. It is a mindset that shapes how we empower each other and our members to take control, grow, and thrive financially. Our culture is built on beliefs that guide how we show up every day. We focus on being member-obsessed, radically transparent, relentlessly collaborative, and always learning in motion. These are not just words. They are the heart of everything we do. Inspired by our vision to Out-Love Every Bank in Colorado, we bring genuine care and dedication to every member interaction. Our mission to teach, guide, and ignite members to own their financial future drives us to create meaningful, personal connections. This mission comes alive through our MX Code, which encourages us to anticipate needs, listen deeply with both heart and head, find the best total solution, mark the moment, and truly own the impact we make. This is how we translate our strategy into experiences that matter. When you join Westerra, you become part of a vibrant community where innovation, openness, and collaboration are not just ideals; they are daily practices. Everyone is invited to bring their authentic selves, curiosity, and passion to the table. Together, we learn, grow, and thrive, committed to making a real difference for our members and one another. Because at Westerra, we do not just talk about money, we believe you can do money.

          The Mortgage Fulfillment Specialist is responsible for supporting Third Party Originated (TPO) mortgage loans through accurate loan setup. This includes administrative review to ensure loans are properly structured with accurate documents and labeling prior to being submitted to underwriting. This position serves as a key operational support role for TPO partners by reviewing full initial loan packages for completeness, verifying data accuracy within the loan origination system, and confirming that loan terms, documentation, and structure align with Westerra requirements. The role also provides clerical post‑closing support by reviewing executed documents and working with TPO partners to obtain corrections or trailing documentation as needed. All duties are performed in accordance with established Mortgage Operations procedures, and Westerra policies.

          That covers About the role. Next Responsibilities: list from "What will be expected of me?" We'll extract each bullet line. Let's list them: - Ordering and uploading third party reports via fraud report or flood certs - Review initial TPO loan packages for completeness, accuracy, and basic eligibility prior to submission to underwriting. - Verify loan structure aligns with product guidelines and minimum documentation requirements are met - Review required disclosures, applications, and supporting documentation for accuracy and consistency across the loan file. - Serve as an operational point of contact for TPO partners regarding loan setup questions, document requirements, and clerical corrections. - Prepare loan files for underwriting by confirming required documentation and labeling all documents within the document manager. - Assist with post‑closing administrative responsibilities, including: - Reviewing executed closing documents for accuracy and completeness - Verifying signatures, dates, and notarizations are correct - Identifying document deficiencies or errors - Coordinate with TPO partners to obtain corrected documents, trailing documents, or updated post‑closing items. - Track outstanding post‑closing documentation and follow up to ensure timely receipt. - Maintain accurate notes and status updates within internal systems to support pipeline visibility. - Ensure all activities comply with internal procedures, investor requirements, and regulatory standards. - Perform other clerical and administrative duties as assigned to support the Mortgage Operations team. We need to format as
          • . For nested list under Assist with post‑closing administrative responsibilities, we could either flatten or keep nested
            . The instruction didn't forbid nested lists. We'll keep nested. Thus:

            Responsibilities

            • Ordering and uploading third party reports via fraud report or flood certs
            • Review initial TPO loan packages for completeness, accuracy, and basic eligibility prior to submission to underwriting.
            • Verify loan structure aligns with product guidelines and minimum documentation requirements are met
            • Review required disclosures, applications, and supporting documentation for accuracy and consistency across the loan file.
            • Serve as an operational point of contact for TPO partners regarding loan setup questions, document requirements, and clerical corrections.
            • Prepare loan files for underwriting by confirming required documentation and labeling all documents within the document manager.
            • Assist with post‑closing administrative responsibilities, including:
              • Reviewing executed closing documents for accuracy and completeness
              • Verifying signatures, dates, and notarizations are correct
              • Identifying document deficiencies or errors
              • Coordinate with TPO partners to obtain corrected documents, trailing documents, or updated post‑closing items.
              • Track outstanding post‑closing documentation and follow up to ensure timely receipt.
              • Maintain accurate notes and status updates within internal systems to support pipeline visibility.
              • Ensure all activities comply with internal procedures, investor requirements, and regulatory standards.
              • Perform other clerical and administrative duties as assigned to support the Mortgage Operations team.
            Next Qualifications: Experience/Education. We have: Experience/Education: Associate degree or equivalent in experience 1–3 years of mortgage Loan officer assistant, processing, loan setup, closing support, or administrative mortgage experience Prior experience working with correspondent, or broker‑originated loans strongly preferred Knowledge of RESPA, TILA, HMDA, Regulation B and Regulation Z requirements Working knowledge of mortgage lending and consumer loans desired We'll put as
            • .

              Qualifications

              • Associate degree or equivalent in experience
              • 1–3 years of mortgage Loan officer assistant, processing, loan setup, closing support, or administrative mortgage experience
              • Prior experience working with correspondent, or broker‑originated loans strongly preferred
              • Knowledge of RESPA, TILA, HMDA, Regulation B and Regulation Z requirements
              • Working knowledge of mortgage lending and consumer loans desired
              Next Skills: Skills and Abilities list. We have: Strong attention to detail with a high level of accuracy Solid organizational and time‑management skills Ability to follow defined procedures and checklists consistently Clear written and verbal communication skills Professional and responsive communication style when working with internal and external partners Ability to manage repetitive clerical tasks while maintaining quality standards Basic understanding of mortgage loan documentation and terminology Proficiency in Microsoft Office and mortgage loan origination systems Ability to prioritize workload and meet established deadlines Maintains confidentiality and handles sensitive information appropriately Willingness to learn and adapt to changing processes and requirements We'll put as
              • .

                Skills

                • Strong attention to detail with a high level of accuracy
                • Solid organizational and time‑management skills
                • Ability to follow defined procedures and checklists consistently
                • Clear written and verbal communication skills
                • Professional and responsive communication style when working with internal and external partners
                • Ability to manage repetitive clerical tasks while maintaining quality standards
                • Basic understanding of mortgage loan documentation and terminology
                • Proficiency in Microsoft Office and mortgage loan origination systems
                • Ability to prioritize workload and meet established deadlines
                • Maintains confidentiality and handles sensitive information appropriately
                • Willingness to learn and adapt to changing processes and requirements
                Next Benefits: list from "What are some of our benefit offerings?" We'll extract each bullet. - Three health plans through UMR that offer a variety of coverage options, including HSA and FSA options - Two dental plans through Delta Dental - Basic life and AD&D insurance, short-term disability and long-term disability - 20+ days of paid time off