Real Estate Junior Specialist

Real Estate Junior Specialist

As our Real Estate Junior Specialist, you will:

• Package and dispatch real estate loan applications to members; verify that all required documentation and upfront fees are collected.
• Perform precise data entry within lending systems to ensure all loan fields are current and accurate.
• Prepare and organize mortgage loan files for submission to contract underwriting+
• Order and track essential third-party reports, including IRS transcripts, credit reports, flood certificates, and Verifications of Employment (VOE) or Mortgage (VOM)
• Validate subject property addresses via USPS and coordinate the ordering of Title work and Appraisals.
• Book new Home Equity loans into the core system; process and mail loan disbursement checks and HELOC check orders.
• Order, process, and prepare internal and external mortgage payoff statements.
• Support the team in arranging loan closings and providing cross-functional backup for various real estate and loan servicing roles.
• Serve as a primary point of contact for member inquiries via phone and email, providing professional updates on loan products and application status.
• Partner closely with the Member Service team to uphold the Credit Union's high standards for service quality and member satisfaction

Requirements:

• High School Diploma or equivalent.
• Proficiency in Microsoft Office Suite and a proven ability to learn new financial software and core systems quickly.
• Exceptional accuracy in data entry and document review.
• Ability to manage multiple priorities and shifting deadlines in a fast-paced environment.
• Strong interpersonal skills with a team-oriented mindset and the ability to work independently with minimal supervision.

Preferred:

• Basic understanding of financial services or real estate lending (comprehensive training will be provided).
• Familiarity with basic lending regulations governing financial institutions.
• Bilingual fluency in Spanish is a significant plus

Benefits:

• Our 401k Match is as high as 7.98%
• We offer Blue Cross health insurance with up to 90% employee/70% dependent premiums paid
• accrue 12 days of vacation per year
• 5 days of personal leave per year
• 3 paid holidays per year
• Our dress code is relaxed, business casual and company logo wear
• We have a team of trainers to get you ready to be fabulous on the job!

Hours:

Mon-Fri 9:00AM-5:30PM with coverage until 6PM as needed during week

Rotating Saturdays 9:00AM-1:00PM

EOE