Logix Federal Credit Union
Real Estate Processing Representative-Hybrid
Logix Federal Credit Union, Santa Clarita, California, United States, 91382
Join to apply for the
Real Estate Processing Representative-Hybrid
role at
Logix Federal Credit Union
The
Real Estate Processing Representative
assists with the packaging & processing of mortgage loans as well as assisting the manager with office administration tasks.
Responsibilities
Responsible for packaging, printing and organizing of loan files
Reviews loan packages for required documentation, completeness and accuracy
Ensures loan packages meet compliance guidelines fixing discrepancies if necessary
Ensures that proper fees are collected
Serves as a liaison between department and customer
Completes work within established guidelines
Orders, receives, and distributes appraisals
Assigns and logs new loan files
Cancels and updates loan files in the system
Scans and emails documents to appropriate parties
Orders third-party services (Title, Flood Certs, HOA, etc.)
Follows-up on missing documentation
Contacts member and provides initial welcome call, or weekly status call as needed
Maintains pipeline report with assignment of loan files
Tracks invoices and prepares for management review and payment
Maintains and orders appropriate office supplies
Work within their team and have a direct impact on their tasks.
Education
Min/Preferred: Preferred
Education Level: 4 Year / Bachelors Degree
Description: Bachelors’ Degree preferred.
Experience
Minimum Years of Experience: 0
Preferred Years of Experience: 3
Comments: Must have at least 0-3 years of financial institution experience in a customer service role with a working knowledge of products, operations & regulations.
Knowledge, Skills & Ability
Must also have:
Superior oral & written communication skills
Ability to multi-task and work in a fast-paced, goal-driven environment
Exceptional customer service skills & a desire to deliver service that delights
Working knowledge of the Microsoft suite of office products
Ability to learn new skills quickly and implement effectively
Proven ability to gather and analyze data
Previous RE Loan Processing & experience using, DU, and Prime Alliance preferred.
Learn and discover existing tools and processes to apply them along with their academic knowledge to achieve simple tasks.
Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.
Pay Range: USD $24.81 - USD $37.21 /Hr.
Job Details
Seniority level: Entry level
Employment type: Full-time
Job function: Sales and Management
Industries: Banking
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Real Estate Processing Representative-Hybrid
role at
Logix Federal Credit Union
The
Real Estate Processing Representative
assists with the packaging & processing of mortgage loans as well as assisting the manager with office administration tasks.
Responsibilities
Responsible for packaging, printing and organizing of loan files
Reviews loan packages for required documentation, completeness and accuracy
Ensures loan packages meet compliance guidelines fixing discrepancies if necessary
Ensures that proper fees are collected
Serves as a liaison between department and customer
Completes work within established guidelines
Orders, receives, and distributes appraisals
Assigns and logs new loan files
Cancels and updates loan files in the system
Scans and emails documents to appropriate parties
Orders third-party services (Title, Flood Certs, HOA, etc.)
Follows-up on missing documentation
Contacts member and provides initial welcome call, or weekly status call as needed
Maintains pipeline report with assignment of loan files
Tracks invoices and prepares for management review and payment
Maintains and orders appropriate office supplies
Work within their team and have a direct impact on their tasks.
Education
Min/Preferred: Preferred
Education Level: 4 Year / Bachelors Degree
Description: Bachelors’ Degree preferred.
Experience
Minimum Years of Experience: 0
Preferred Years of Experience: 3
Comments: Must have at least 0-3 years of financial institution experience in a customer service role with a working knowledge of products, operations & regulations.
Knowledge, Skills & Ability
Must also have:
Superior oral & written communication skills
Ability to multi-task and work in a fast-paced, goal-driven environment
Exceptional customer service skills & a desire to deliver service that delights
Working knowledge of the Microsoft suite of office products
Ability to learn new skills quickly and implement effectively
Proven ability to gather and analyze data
Previous RE Loan Processing & experience using, DU, and Prime Alliance preferred.
Learn and discover existing tools and processes to apply them along with their academic knowledge to achieve simple tasks.
Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.
Pay Range: USD $24.81 - USD $37.21 /Hr.
Job Details
Seniority level: Entry level
Employment type: Full-time
Job function: Sales and Management
Industries: Banking
#J-18808-Ljbffr