Job Description

Job Description

**THIS IS A TEMPORARY POSITION FOR APPROXIMATELY 6 MONTHS. FULL-TIME/M-F, 8AM - 5PM
This is considered hybrid and requires 2 days in the office: Tuesdays and Wednesdays.

**

Primary Objectives :

• Primary contact for Branch staff and members regarding real estate telephone inquiries.
• Actively listens and routes calls coming into the Real Estate department to the appropriate area.
• Assists the Internal Loan Officers and Loan Processors with administrative duties such as scanning, uploading, filing of documents to the virtual loan folder.
• Assists the Internal Loan Officers and Loan Processors as needed and delivers quality member service at all times.

Supervisory Relationship :

• Reports directly to the Mortgage Originations Manager.
• This position has no supervisory responsibilities.

Principal Responsibilities

• Answers and routes calls received in the phone queue.
• Assists the Internal Loan Officers and Loan Processors with administrative duties such as scanning, uploading, filing of documents to the virtual loan folder.
• Administrative duties such as loan assignments, disclosures and follow up.
• Performs loan processing duties and backs up the Real Estate Coordinator as needed.
• Maintains current working knowledge of TCU products/services, policies and procedures, and real estate lending regulations through internal communications and attendance at meetings & seminars/ webinars.

Qualifications:

• High school diploma or equivalent.
• Minimum 1 year of customer service, mortgage processing or originating experience, to include selling or processing 1st mortgage Conventional and 2nd mortgage loan originations in a mortgage-banking environment.
• Phone or call center experience handling moderate call volume.

**Skills & Abilities: **__

• Ability to assist and follow up on Internal Loan Officers pipeline of loan applications.
• Knowledge of RESPA, federal, and state regulations.
• PC skills to include word-processing, spreadsheets and Outlook.
• Experience with industry-related software programs, including FNMA’s Desktop Underwriter and FHLMC’s Loan Prospector.
• Working knowledge of real estate lending criteria (FNMA, FHLMC, FHA/VA), and federal and state regulations.
• Professional verbal and written communication skills.
• Excellent customer service skills.
• Well organized and effective time management skills.
• Detail oriented and accurate typing and 10-key.
• Ability to complete assigned tasks within strict timeframes.
• Ability to self-direct, use independent judgment, and multi-task with proficiency.
• Working knowledge of credit union products and service.

Compensation : ** Base hourly starting range is commensurate with experience.**

• Grade 9: $22.81/hour - $28.17/hour

This is a TEMPORARY position through a temp agency and does not offer a benefit package.

Travis Credit Union is an Affirmative Action Employer

EOE/Individual with Disability/Veteran Status

#traviscu

Company Description

Why TCU? We’re recognized by Forbes as a Top Credit Union in California for overall member satisfaction, trust, financial advice, branch services and digital services. We have everything you need to reach your financial goals and to help others in our community experience financial wellness.

Why else? We are an EMPLOYER OF CHOICE! We have AWESOME employees! We believe in promoting from within whenever possible and developing our staff. We are passionate about helping people and believe in our mission, "We are dedicated to building lifelong relationships with our members to help them achieve their financial goals." It's quite simple. Travis Credit Union is a great place to work!

Headquartered in Vacaville, California, Travis Credit Union is a not-for-profit, cooperative financial institution serving those who live or work in Solano, Yolo, Sacramento, Placer, San Joaquin, Stanislaus, Napa, Contra Costa, Alameda, Sonoma, Colusa, and Merced Counties. Currently, Travis Credit Union is the 12th largest credit union in California, with over 225,000 members and over $4.2 billion in assets. TCU members can access their accounts at 24 convenient branch locations, at 35,000 free CO-OP Network® ATMs, through secure, easy-to-use Online Banking, our mobile app for Apple® iPhone® or by telephone using our Call-24 Phone Banking. As one of the leading financial institutions in Solano, Contra Costa, Yolo, Napa, and Merced Counties, Travis Credit Union's strength lies in its faithful commitment to its members; its solid, secure history; and its long-standing track record of dedicated service.

BENEFITS We offer medical, dental, vision, life insurance, FSA, vacation/sick/holiday pay, matching 401(k) with 100% vested immediately, educational assistance and annual bonus for all regular full-time employees. Plus a few fun perks like our gym, ping pong table, and a rest and relaxation room that are available at Corporate Headquarters.

To view a more detailed job description, learn more about TCU and apply, visit: https://jobs.jobvite.com/travis-credit-union

TCU is a drug-free workplace. Pre-employment screening is required.
Visit www.traviscu.org for a full list of our current openings
EOE/Individual with Disability/Veteran Status

Company Description

Why TCU? We’re recognized by Forbes as a Top Credit Union in California for overall member satisfaction, trust, financial advice, branch services and digital services. We have everything you need to reach your financial goals and to help others in our community experience financial wellness.\r\n\r\nWhy else? We are an EMPLOYER OF CHOICE! We have AWESOME employees! We believe in promoting from within whenever possible and developing our staff. We are passionate about helping people and believe in our mission, "We are dedicated to building lifelong relationships with our members to help them achieve their financial goals." It's quite simple. Travis Credit Union is a great place to work!\r\n\r\nHeadquartered in Vacaville, California, Travis Credit Union is a not-for-profit, cooperative financial institution serving those who live or work in Solano, Yolo, Sacramento, Placer, San Joaquin, Stanislaus, Napa, Contra Costa, Alameda, Sonoma, Colusa, and Merced Counties. Currently, Travis Credit Union is the 12th largest credit union in California, with over 225,000 members and over $4.2 billion in assets. TCU members can access their accounts at 24 convenient branch locations, at 35,000 free CO-OP Network® ATMs, through secure, easy-to-use Online Banking, our mobile app for Apple® iPhone® or by telephone using our Call-24 Phone Banking. As one of the leading financial institutions in Solano, Contra Costa, Yolo, Napa, and Merced Counties, Travis Credit Union's strength lies in its faithful commitment to its members; its solid, secure history; and its long-standing track record of dedicated service.\r\n\r\nBENEFITS We offer medical, dental, vision, life insurance, FSA, vacation/sick/holiday pay, matching 401(k) with 100% vested immediately, educational assistance and annual bonus for all regular full-time employees. Plus a few fun perks like our gym, ping pong table, and a rest and relaxation room that are available at Corporate Headquarters. \r\n\r\n To view a more detailed job description, learn more about TCU and apply, visit: https://jobs.jobvite.com/travis-credit-union\r\n\r\nTCU is a drug-free workplace. Pre-employment screening is required. \r\nVisit www.traviscu.org for a full list of our current openings\r\nEOE/Individual with Disability/Veteran Status