CommunityAmerica Credit Union

Loan Setup Specialist - TruHome Solutions

ID
2957
Type
Full-Time

Summary

Responsible for the timely and accurate setup of new mortgage loans into our Servicing system from Loan Origination applications or datafiles such as, Encompass or FNMA 3.2

Duties & Responsibilities

  • Retrieve manual loans from SFTP site and board to MSP.
  • Ensure all loan related escrow and loan closing checks are received timely from clients.
  • Timely audit of required data fields to ensure accurate input into the system.
  • Accurate entry of HMDA and ARM related data elements.
  • Minimize customer impacts by ensuring accurate and timely setup of new loan files
  • If identified, communicate potential process improvements or procedure updates to team management.
  • Develop and maintain positive working relationships by always providing exceptional customer service to both internal and external customers.
  • Promotes honest and open communication throughout TruHome Solutions.
  • Work with other TruHome departments to ensure the workflow or process is providing the best service to the members.
  • Performs other duties as assigned.

Requirements

KNOWLEDGE, SKILLS, AND ABILITIES:

  • Data entry experience
  • Familiarity with mortgage software applications.
  • Knowledge of spreadsheet software
  • Excellent organizational, analytical, and critical thinking skills.
  • Ability to manage multiple projects simultaneously and work in a demanding environment with changing priorities.
  • Ability to self-initiate and work independently without close supervision.
  • Effective communication skills
  • Ability to maintain a high level of confidentiality.
  • Ability to be bonded.

EDUCATIONAL/EXPERIENCE REQUIREMENTS:

  • High school diploma or equivalent
  • At least 1 year experience mortgage or data entry.

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