Mortgage Funding Assistant
Eastman Credit Union - Kingsport, TN

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Summary Responsibility for timely and accurate disbursement of loan proceeds. Responsible for maintaining and cultivating relationships with closing agents.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Perform pre-audit closing review – update mortgage and home equity processing software/review file for mortgage compliance requirements

Input data accurately and timely into mortgage and equity origination and tracking software indicating status changes, closing dates, etc.

Prepare and deliver closing documents to appropriate closing agents

Input loan data in core system

Input escrow data in core system

Fund mortgage and equity loans and distribute to closing agent and/or members

Answers questions regarding closing requirements

Reviews HUD documents for accuracy prior to closing to ensure all fees are accurate

Post-closing review

Post incoming checks from closing agent

Verify data

Complete tax letter

Update core system with additional information

Notify closing agents regarding all funding process changes

Visit new closing agents with manager before loans are assigned to agents for closing

Actively participate in Mortgage Lending Team meetings and other mortgage activities

Keep the Mortgage Lending Team informed regarding audit errors for continual process improvement

Required Skills

Required Experience

High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.