Bellco Credit Union
Real Estate Post Closing Specialist II
Bellco Credit Union, Greenwood Village, Colorado, United States
Overview
Application deadline is 5 days after the date the role was posted. Thank you for your interest in Bellco Credit Union! We’re a local not-for-profit organization that has been giving back to our members, the communities we serve, and our employees since 1936. Bellco offers one of the best employee benefits packages around and is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You’re a part of something more at Bellco—a place you can be proud of. Position
Real Estate Closing Specialist II LOCATION:
Corporate
DIVISION:
CMXO Function Description
The Real Estate Closing Specialist will be responsible for reviewing loan files to prepare settlement documents, book loans to the credit union core system, and verify that all pertinent information has been transferred successfully. Provide excellent service to the members, ensuring they understand what to expect prefunding and postfunding. This role requires excellent organizational and communication skills and the ability to adjust to changing business needs. This position will work in collaboration with other departments and partners to provide best-in-class service to our members. Organizational Relationships
Reports to:
Sr Manager of Real Estate Servicing and Processing Supervises:
none Contacts:
All levels of credit union employees, internal and external auditors, and vendors. Qualifications/Requirements
Experience: 3 years’ experience in finance processing, preferably in real estate lending. Knowledge of real estate lending and processing with an understanding of document preparation. Education:
Bachelor’s degree in related field or equivalent experience preferred Skills: Must possess strong communication, organizational, presentation, member service and interpersonal skills. Make sound decisions based upon department procedures, company guidelines and policies. Ability to multi-task in a fast-paced environment, while still being detailed and results oriented. Demonstrates strong analytical/problem solving and time-management skills. Strong PC skills to include Microsoft Word, Excel, and Real estate origination systems. Essential Functions
Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments. Completes activities and SLA goals associated with Real Estate – Processing/Closing. Responsible for the thorough review of loan file received from processor, prepares closing documents and responsible for disbursing loan proceeds on funding date. Disburse loan proceeds via check issuance, wires, etc. Book/Upload loans in the credit union’s core system accurately; to include HMDA data. Communicates with members regarding funding details prior to closing. Coordinate with first mortgage fulfillment team and 3rd party title companies to facilitate any simultaneous settlements. Utilize internal reports and dashboards to maintain required service levels and ensure all daily tasks are completed. Work in collaboration with other team members in Home Equity and other business areas. Prepare and participate in regular pipeline reviews with management to ensure daily tasks are met. Assist with coverage for co-workers to maintain member communication and processes to meet service goals. Contact vendors as needed to clarify data and reports received to thoroughly process loan closing/booking. Ensure compliance with regulatory and agency requirements including but not limited to RESPA, Homeowner’s Protections Act of 1998, SCRA, Fair Credit Legislation, HMDA, and CFPB. Deliver best in class member experience within all loan channels and points of contact. Regular and punctual attendance. Management retains the discretion to add to or change the duties of the position as business need dictates. Working Conditions
Office environment. Benefits
Bellco Credit Union provides a comprehensive benefits package to employees, including: Medical, Dental, Vision, 401(k) with company match, Supplemental Life Insurance, Paid Vacation, Paid Sick Days, and Paid Holidays. In addition to base compensation, Bellco Credit Union offers bonuses for the following roles: Non-exempt branch roles may earn monthly bonuses for meeting production goals and quarterly bonuses for meeting team goals. Exempt branch roles may earn quarterly bonuses for production and team goals. Exempt non-branch management roles may be eligible for an annual managerial bonus. Non-branch non-management roles may be eligible for on-the-spot bonuses for extraordinary performance.
#J-18808-Ljbffr
Application deadline is 5 days after the date the role was posted. Thank you for your interest in Bellco Credit Union! We’re a local not-for-profit organization that has been giving back to our members, the communities we serve, and our employees since 1936. Bellco offers one of the best employee benefits packages around and is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You’re a part of something more at Bellco—a place you can be proud of. Position
Real Estate Closing Specialist II LOCATION:
Corporate
DIVISION:
CMXO Function Description
The Real Estate Closing Specialist will be responsible for reviewing loan files to prepare settlement documents, book loans to the credit union core system, and verify that all pertinent information has been transferred successfully. Provide excellent service to the members, ensuring they understand what to expect prefunding and postfunding. This role requires excellent organizational and communication skills and the ability to adjust to changing business needs. This position will work in collaboration with other departments and partners to provide best-in-class service to our members. Organizational Relationships
Reports to:
Sr Manager of Real Estate Servicing and Processing Supervises:
none Contacts:
All levels of credit union employees, internal and external auditors, and vendors. Qualifications/Requirements
Experience: 3 years’ experience in finance processing, preferably in real estate lending. Knowledge of real estate lending and processing with an understanding of document preparation. Education:
Bachelor’s degree in related field or equivalent experience preferred Skills: Must possess strong communication, organizational, presentation, member service and interpersonal skills. Make sound decisions based upon department procedures, company guidelines and policies. Ability to multi-task in a fast-paced environment, while still being detailed and results oriented. Demonstrates strong analytical/problem solving and time-management skills. Strong PC skills to include Microsoft Word, Excel, and Real estate origination systems. Essential Functions
Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments. Completes activities and SLA goals associated with Real Estate – Processing/Closing. Responsible for the thorough review of loan file received from processor, prepares closing documents and responsible for disbursing loan proceeds on funding date. Disburse loan proceeds via check issuance, wires, etc. Book/Upload loans in the credit union’s core system accurately; to include HMDA data. Communicates with members regarding funding details prior to closing. Coordinate with first mortgage fulfillment team and 3rd party title companies to facilitate any simultaneous settlements. Utilize internal reports and dashboards to maintain required service levels and ensure all daily tasks are completed. Work in collaboration with other team members in Home Equity and other business areas. Prepare and participate in regular pipeline reviews with management to ensure daily tasks are met. Assist with coverage for co-workers to maintain member communication and processes to meet service goals. Contact vendors as needed to clarify data and reports received to thoroughly process loan closing/booking. Ensure compliance with regulatory and agency requirements including but not limited to RESPA, Homeowner’s Protections Act of 1998, SCRA, Fair Credit Legislation, HMDA, and CFPB. Deliver best in class member experience within all loan channels and points of contact. Regular and punctual attendance. Management retains the discretion to add to or change the duties of the position as business need dictates. Working Conditions
Office environment. Benefits
Bellco Credit Union provides a comprehensive benefits package to employees, including: Medical, Dental, Vision, 401(k) with company match, Supplemental Life Insurance, Paid Vacation, Paid Sick Days, and Paid Holidays. In addition to base compensation, Bellco Credit Union offers bonuses for the following roles: Non-exempt branch roles may earn monthly bonuses for meeting production goals and quarterly bonuses for meeting team goals. Exempt branch roles may earn quarterly bonuses for production and team goals. Exempt non-branch management roles may be eligible for an annual managerial bonus. Non-branch non-management roles may be eligible for on-the-spot bonuses for extraordinary performance.
#J-18808-Ljbffr