Real Estate Production Assistant

About the role

The Home Equity Production Assistant supports the Real Estate Processing Department by ensuring vendor orders are placed, coordinating loan documentation, and saving them to the corresponding file. This role assists Home Equity Processors in efficiently managing the loan process to meet member needs. They also run and distribute production reports for leadership, monitor results, and identify delays.

Responsibilities

• Supports Real Estate Processing Department by placing vendor orders and coordinating loan documentation
• Ensures loan documentation is saved to the correct file
• Runs and distributes daily, weekly, and monthly production reports for leadership
• Maintains and distributes production reports for leadership
• Communicates with team to update on pipeline status and provide status updates
• Assists processors with overflow administrative tasks and provides support during peak production cycles and promotional periods
• Edits and organizes incoming documents for completeness and proper indexing
• Uploads and organizes documentation within the loan origination system
• Aids processors in member inquiries and educates members on loan conditions
• Utilizes internal reports and dashboards to maintain service levels and complete daily tasks
• Collaborates with other team members in Home Equity and other business areas
• Participates in regular pipeline reviews with team to ensure daily tasks are met
• Assists with coverage for co-workers to maintain member communication and processes to meet service level agreements
• Ensures compliance with regulatory and agency requirements including RESPA, Homeowner’s Protections Act of 1998, SCRA, Fair Credit Legislation, HMDA, and CFPB
• Delivers a best-in-class member experience across all loan channels and points of contact

Qualifications/Requirements

• Experience in loan processing or loan setup helpful
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Bachelor’s degree in related field or equivalent experience preferred

Skills

• Strong communication, organizational, presentation, member service, and interpersonal skills
• Ability to manage loan condition documents using a shared inbox and drive
• Detail-oriented and results-oriented in a fast-paced environment
• Strong analytical and problem-solving skills
• Strong PC skills including Microsoft Word, Excel, and Real estate origination systems

Benefits

Bellco Credit Union offers a comprehensive benefits package including:

• Medical, Dental, Vision insurance
• 401(k) with company match
• Supplemental Life Insurance
• Paid vacation, sick days, and holidays
• On-the-spot bonuses for extraordinary performance

Additionally, there are bonuses available for certain roles, including:

• Monthly bonuses for meeting production goals and quarterly bonuses for meeting team goals for non-exempt branch roles
• Quarterly bonuses for production and team goals for exempt branch roles
• An annual managerial bonus for exempt non-branch management roles
• On-the-spot bonuses for extraordinary performance for non-branch non-management roles