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Real Estate Loan Servicing Specialist

SF Fire Credit Union

Real Estate Loan Servicing Specialist

San Francisco, CA
Full Time
Paid
  • Responsibilities

    Job Description

    SUMMARY

    The Real Estate Loan Servicing Specialist is responsible for the servicing of Home Equity Lines of Credit and coordinating with the credit union’s third-party servicer for 1st lien mortgage loans. The Specialist acts as a liaison between members and the real estate team for servicing related activities and must have the ability to manage time effectively with multiple tasks, computer proficiency, attention to detail and effective communication. Knowledge of mortgage loan documentation, processing and servicing is required.

    RESPONSIBILITIES

    • Perform all servicing related duties for Home Equity Lines of Credit and work with third party servicer for first lien mortgage loans.
    • Answer servicing related phone calls and email inquiries from members and credit union employees in a timely and professional manner.
    • Provide timely resolution of servicing related issues.
    • Work with 1st mortgage loan servicing vendor in assisting members with loan servicing needs.
    • Communicate and work with third parties for loan payoff demand requests and provide timely and accurate loan payoff statements.
    • Perform payment processing for mortgage and HELOC payments.
    • Allocate funds to various general ledger accounts.
    • Work with Accounting in balancing assigned general ledger accounts, performing research as needed.
    • Validate the accuracy of incoming loan payoff amounts and perform follow-up as needed. Update loan files and all applicable system data to reflect payoffs and line closure
    • Work with members to reverse and set-up payments, process sub-account transfers
    • Perform post closing activities on new loans, to include auto pay set up and ordering of HELOC checks.
    • Provide back up support to the Real Estate Department for the initial loan set up and assignment of new loan applications in the credit union’s real estate origination system
    • Assist with the assignment of service tickets and incoming inquiries to real estate team members
    • Assist with loan subordination and HELOC increase requests, including system maintenance
    • Maintain servicing related reports
    • Provide back-up support for conversations with members to review, explain, and sign the loan documents for new loans, including notarizing documents as required
    • Assist with file and file vault maintenance, tracking and storage
    • Perform other projects as assigned

    QUALIFICATIONS

    • 3 years related experience and/or training; or equivalent combination of education and experience
    • Must have working knowledge of mortgage lending, documentation and servicing, together with an understanding of mortgage processing and underwriting, Title policies and accounting practices
    • Valid California Notary Public license

    OUR BENEFITS

    We have a competitive compensation and benefits package, but the true reward of working for SF Fire Credit Union goes beyond what you’ll see on a pay-stub. We genuinely care our employees and we strive to invest in their professional and personal growth. We’re a relatively small organization at about 200 employees, so you can see the impact of your efforts and the value your contributions bring to our members and fellow employees.

    • 401(k) and Employer Match
    • Health, Vision, and Dental Insurance
    • Annual Incentive/Bonus Program
    • Tuition Reimbursement Program
    • 10 Paid Holidays + Competitive PTO package
    • Home & Consumer Loan Program (Discounted Rates)
    • Professional development and training programs
    • On-demand personal coaching resource
    • Wellness Program (Discounted Gym Membership)

    SF Fire Credit Union has a long history of meeting the financial services needs of firefighters, as well as those who live in the communities which they serve and protect. We’re proud of these roots, which trace back to 1951 when a small group of firefighters formed a member-owned financial cooperative for their fellow firefighters. From those humble origins, SF Fire Credit Union is now the financial institution of choice for over 70,000 people, with assets of over $3.3 billion.

    OUR CULTURE

    Most days it feels more like going to work with a big family. Whether it’s a pot luck lunch, baking birthday cakes for colleagues in the kitchen, or after-hours get together, we’re here to do a great job and have a good time while doing it! We value a good sense of humor, desire to innovate, and a “in-this-together” attitude. While we’re driven to do great work, we also value real work/life balance.

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