Real Estate Junior Specialist
Abri Credit Union
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
Abri Credit UnionVacancy posted 1 day ago
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