Coordinates all of the documentation requirement to complete real estate loan transactions from submission of real estate application to loan closing. Works closely with loan underwriters to ascertain compliance with the Credit Union policies and with applicable statutes and regulations. Identifies cross-sell opportunities and refers to the appropriate sales representatives.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Performs clerical duties to support the originator/underwriter in meeting production goals (i.e. mailing application packets, filing and other miscellaneous clerical duties pertinent to the loan application process)
Orders, verifies and follows up on required documentation in accordance with the Credit Union standards and policy requirements. Corresponds and follows up with various vendors on a timely manner to meet all deadlines.
Thoroughly and completely processes and evaluates real estate loan files for submission to underwriters for review and approval
Coordinates loan closing. Clearly communicates with members or other frontline staff to ascertain timely closing and funding.
Keeps informed of current real estate lending trends relative to rates, fees, sales and general market trends
Processes in accordance with regulatory and investor requirements
Actively cross sells Credit Union products and services
Performs other duties as assigned
HawaiiUSA Federal Credit Union - 19 months ago