Essential Functions include:

Review new loan submissions within 24 hours of receipt.

Order Verification of Employment, appraisal, title, etc.

Submit a clean file to the Underwriting and closing teams, ensuring that all required documents are present, and the Loan Origination system is filled out in its entirety.

Work with the Loan Officer/Loan officer assistant team to obtain underwriting conditions and submit them back for a clear to close within 24 hours of receiving all the required conditions

Submit a clean file to the closing department, ensuring that all required documents are present, and the system is filled out.

Oversee daily volumes, monitory Pipeline, and assist in meeting service level standards

Provide excellent customer service to all involved in each step of the process

Collect and verify all documentation required such as member documents, Title work, credit supplements, fraud reports, homeowner’s insurance, tax transcripts and verifications of employment (VOEs), Verification of Mortgage (VOMs), Verification of Deposit (VODs), and Verification of Rent (VORs), income documentation, etc.

Proactive and timely communication to members and business partners on loan decisions and underwriting guidelines

Bring solutions to enhance process flow and friendly communication skills to implement new processes and procedures.

Adheres to all applicable Federal and State laws and regulations governing the Credit Union, including the Bank Secrecy Act (BSA).


Reports to:

Mortgage Processing Manager





This role does not have supervisory responsibility




Required Competencies:

Applied Learning, Managing Work (includes Time Management), Decision Making, Communication, Work Standards, Initiating Action, Building Customer Loyalty, Collaborating, Adaptability




Required Education and Experience:

Four-year college degree or a combination of equivalent work experience

4+ years of current FHA, VA, CHFA and Conventional processing experience

Demonstrated knowledge of federal lending regulations

Must be proficient in Word, Excel, and Outlook applications.

Must be proficient in DU and LP

Strong Knowledge of compliance / TRID regulations

Must display a high degree of professionalism and comfort handling highly sensitive and confidential information.

Experience working with Encompass preferred but not required