Temporary Mortgage Loan Coordinator I (construction loans)

Key Responsibilities

• Provide exceptional service to all Members, volunteers, internal team members, and service providers.
• Represent in a courteous and professional manner at all times.
• Intake new loan applications into Accenture Mortgage Cadence Loan Fulfillment Center (LFC) from Members via phone, walk-in, referrals from branches, other departments, or Loan Officers.
• Act as the primary contact for Member walk-in traffic for mortgage lending department.
• Respond to branch emails requesting Member walk-ins and return calls with a sense of urgency.
• Collect upfront documents such as income and asset verification from Members. Run “Contact Us” report daily from LFC and follow up with Members' requests or questions.
• Upon receipt of daily Incomplete Loan report, review incomplete loan in LFC and determine next steps with Member to complete loan application or adverse action.
• Log-in to department phone queue during scheduled times.
• Cross-sell products and services.
• Process and deliver various regulatory notices, such as Reg B/10 Day, Statement of Credit Denial, Credit Score Disclosure, etc., as necessary to remain compliant.
• Ensure confidentiality and safeguard sensitive Member financial information.
• Upload various loan documentation to virtual loan folders in a timely manner.
• Monitor Mail Mortgage Lending emails, and scanned documents from branches and distribute as necessary.
• Assignment of daily loan applications to LO team.
• Assist Loan Processing team with WVOE and VVOE.

Requirements

• 2+ years of experience operating of a PC with word processing and spreadsheet software and intranet and Internet access.
• Ability to communicate effectively both verbally and in writing.
• Ability to establish and maintain effective work relationships with a diverse group of people including vendors and other Credit Union team members.
• Ability to act independently and confidentially, using discretion and tact.
• Ability to analyze situations and recommend workable solutions.
• Ability to coordinate a variety of activities simultaneously and prioritize work.
• Ability and desire to work in a team environment.