Mortgage Information Representative

• Provides mortgage information to new and prospective members by phone and in
• Assigns incoming member contact requests and appointment scheduling for Mortgage Loan Originators via Appointment Scheduler. Maintains member contact rotation schedule for Mortgage Loan Originators. Assigns submitted web applications according to current guidelines. Maintains member sign in log for in-person meetings with Mortgage Loan Originators at Russell. Distribute drop off and mail in mortgage loan
• Receives all incoming member calls and contact requests. Routes requests to appropriate person or
• Maintains visitor/vendor badge assignments and security log for audit by Risk Management.
• Creates new membership accounts in Symitar for mortgage applicants as needed. Obtains required signatures and delivers new account disclosures.
• Field and answer Mortgage Servicing member inquiries related to payments, escrow accounts, general loan information, and provides account histories and other documents (1098, Annual PMI Disclosure, copies of monthly statements)
• Performs quick-service Mortgage Servicing tasks such as address changes, initiates automatic payment transfers, generates payoff statements
• Provides clerical support to the department to include processing of mail and supply orders
• Assists manager with special tasks
• Maintains member confidence and protects credit union operations by achieving and continuing to develop knowledge of products and services offered by the credit union.
• Demonstrates teamwork by exhibiting the following: contributing to team effort, initiative, dependability, positive attitude, good attendance, tact, and diplomacy.

Do you have experience in Writing skills?, Do you have a High school diploma or GED?, * High school diploma or equivalent

• 2 years progressive experience in a financial service industry

Preferred Education, Certifications & Experience (addition to above):

• 1 year working in financial service industry, including consumer and mortgage lending

Knowledge and Job Performance Requirements:

• Knowledge of basic consumer finance concepts; knowledge of Robins Financial products and services.
• Skills: excellent time management; ability to manage multiple workloads with successful results; ability to work independently; organizational skills, excellent verbal and written communication skills, listening skills, problem analysis and problem resolution; strong interpersonal skills and proficiency; computer skills (i.e., Microsoft Office)

Physical Demands:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, employee is regularly required to sit, stand, and walk; use hands and fingers to handle or feel; reach with hands and arms; talk and hear.
• Must be able to lift and carry up to 20 pounds.
• Vision requirements include close and classroom vision.

• Dental & Vision Insurance
• Health Care and Dependent Care Flex Spending Accounts
• 401K Plan with 100% match (based on length of employment)

Perks:

• Generous paid time off- Earn over 4 weeks of PTO during your first year of employment
• Holidays- 11 observed holidays in addition to paid time off
• Tuition reimbursement- Up to $5000 per year
• Performance based Incentive program, * Rarely required to travel by automobile.
• Occasionally required to work other than normal business hour