Loan Originations Document Support Technician II

  • State Employees' Credit Union
  • Operations-Wake Forest Road
  • 4w ago
  • Full-Time
  • On-site

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!

Position Overview:

This is an entry-level position that includes the receipt, review, and upload of all electronic documents related to the mortgage loan process to the Credit Union’s mortgage loan origination system, as well as facilitating MLO understanding of the electronic signature and documentation process. In this position, one is tasked with ensuring a smooth member experience and efficient gathering of vital information during the mortgage loan process.3

Responsibilities:

  • (10 %) Upload eSigned member documents and completed verifications into the appropriate loan imaging system
  • (10 %) Send email verification requests to members or employers as needed
  • (30 %) Key requests for verification of employment and/or income, tax transcripts or DocuSigned forms into third-party vendor sites.  
  • (20 %) Return completed requests to lender or processor and act as a liaison with verifier to communicate additional information
  • (10 %) Advise requesting processors on best practices for navigating income verification.
  • (10 %) Answer in-bound and departmental phone calls
  • (10%) Maintain department tracking reports

Required Education & Experience (Knowledge, Skills, & Abilities):

  • HS Diploma or GED
  • 0-2 years relevant experience
  • Able to key data accurately and efficiently

Preferred Education & Experience (Knowledge, Skills, & Abilities):

  • Associate or 2-year degree
  • Proficiency with MS Office

Work Environment & Physical Requirements:

  • Hybrid position – some in-office work required
  • Sitting for prolonged periods
  • Computer use for prolonged periods
  • Telephone use for prolonged periods
  • Must be able to type and answer telephone
  • Some office noise, (phones, typing, co-workers)

SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

Disclaimer

State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.