Mortgage Processor Resume Samples

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EW
E Wisoky
Enoch
Wisoky
99309 Satterfield Squares
Phoenix
AZ
+1 (555) 687 9127
99309 Satterfield Squares
Phoenix
AZ
Phone
p +1 (555) 687 9127
Experience Experience
Houston, TX
Mortgage Processor
Houston, TX
Reilly and Sons
Houston, TX
Mortgage Processor
  • Professional development - SunTrust University, an in-house career growth and employee development program
  • Monitors compliance of work escrow agreements verifying the work is complete and funds are properly paid out on time
  • Assist in training new hires
  • Collaborate with the Ford Mobility team to develop innovative solutions that will help Ford with their experiments
  • Develop and maintain product cycle plans
  • Perform other duties as assigned
  • Manage pipeline of conventional, government, and/or portfolio loans
Chicago, IL
Retail Mortgage Processor
Chicago, IL
Bogisich, Rogahn and Kertzmann
Chicago, IL
Retail Mortgage Processor
  • Assists in responding to questions from consumers throughout the loan process and facilitates scheduling of loan closing
  • Builds residential mortgage business by working through contacts with realtors, builders and developers
  • Ensures the adequacy and accuracy of all consumer loan documentation necessary for loan approval and closing
  • Retirement Plan – 401k with matching
  • Promotes our culture by living-out the cultural pillars (People, Integrity, Partnership, Teamwork, and Fun) on a daily basis
  • Knowledge of systems including Microsoft Office suite and proprietary software products used in support of the business
  • Works in support of the company’s fair lending strategic initiatives
present
Los Angeles, CA
Senior Mortgage Processor
Los Angeles, CA
Stehr-Sporer
present
Los Angeles, CA
Senior Mortgage Processor
present
  • Performs other duties and responsibilities as assigned
  • Provide world-class customer service and respectful, consultative guidance to your clients
  • Applies knowledge of mortgage holder and investor guidelines daily
  • Performs routine loan calculations
  • Assists customers with moderately complex inquires or problems
  • Performs pre-closing, post-closing, or whole loan due diligence review of legal agreements and other closing documents to terms of loan commitment
  • May perform pre-closing/post-closing/due diligence review of legal agreements and other closing documents to terms of loan commitment
Education Education
Associate’s Degree in Attention
Associate’s Degree in Attention
University of Cincinnati
Associate’s Degree in Attention
Skills Skills
  • Well-developed ability to manage multiple tasks simultaneously, detail oriented, and strong organizational skills
  • Strong ability to multitask
  • Ability to prioritize multiple tasks in a deadline-driven environment; possess strong sense of urgency and responsiveness
  • Independently, aggressively, and proficiently process all files, including highly complex files, no matter the initial level of application completeness
  • Ability to spot potential closing issues and resolve timely and professionally
  • Strong computer skills: proficient in Microsoft Word, Excel and Outlook
  • Detailed knowledge of processing, underwriting and closing procedures
  • Strong attention to detail
  • Basic knowledge of mortgage lending products and terminology is
  • Strong quantitative & analytical skills and the ability to make timely and accurate decisions
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15 Mortgage Processor resume templates

1

Mortgage Processor Resume Examples & Samples

  • Understanding commercial underwriting guidelines and commercial collections practices
  • Understanding of Bankruptcy Code as related to foreclosure and deficiency judgments and legal process
  • Experience in managing properties until liquidation or sale
  • Ability to analyze personal and business financial statements or tax returns
  • Risk management skills
  • Experience in reviewing tax bills, Insurance certificates, appraisals, environmental site assessments and condition reports for compliance with due-diligence criteria
2

Fha Mortgage Processor Cz F Resume Examples & Samples

  • Set up of loan application files, review of organizational structures and identifying parties, Internet screening of participants
  • Prepare and monitoring of the application exhibits
  • Preparation of the forms and certifications specific for the transaction and distribution of information to the team
  • Conduct bank and trade reference checks
  • Prepare loan application for submission and assist with closing
  • Bachelor’s Degree or in lieu of a bachelor’s degree, four years relevant work experience
  • Proficient with computer technology, including word and excel
  • Bachelor’s degree with a focus in business, accounting or related to field
  • Commercial Real Estate experience
  • Commercial Real Estate law experience
3

Mortgage Processor Resume Examples & Samples

  • Champion business requirements for product / service pilots assigned
  • Identify and liaise with potential partner companies to support the experiment, develop Service Level Agreements
  • Collaborate with the Ford Mobility team to develop innovative solutions that will help Ford with their experiments
  • Develop and maintain product cycle plans
  • Gather input from Ford and from Ford Credit regions for trend evaluation and product planning
  • Continue identifying trends / innovations that may require changes or enhancements to our products and maintain appropriate documentation regarding researches and analysis performed
  • Ensure communication and cross-functional support to/from all internal teams
  • Executive presentation support / report outs
  • May have supervisory or lead responsibilities
  • 5 plus years of progressive experience
  • Persistent attention to detail
  • Strong quantitative & analytical skills and the ability to make timely and accurate decisions
  • Passionate, positive, optimistic, “can do” attitude
  • Extraordinary teamwork and collaborative skills
  • Exposure to digital / web / mobile technology
4

Junior Mortgage Processor Resume Examples & Samples

  • Communicate actively w/ any third parties
  • Process all loan files pursuant to the NPF pre-closing checklist
  • Communicate any and all loan changes to Sales
  • Communicate with Sales team in a timely manner
  • Work in conjunction w/ Sales to ensure every loan in their pipeline is moving through the process
  • Coordinate all closing requests from Sales to the appropriate departments
  • Follow loan through funding process
5

Retail Mortgage Processor Resume Examples & Samples

  • Acts as a role model and professionally represents MB Financial Bank at work and in the community
  • Completes a preliminary credit review; review of credit report
  • Will council applicants, or potential applicants, on residential local products that may be available
  • Communicates credit terms approved by MB
  • Attends, as required, various company sales functions, events and training; completes required training. Meets regulatory requirements, Bank training and other training for continuing education to maintain compliant with applicable laws
  • Works in support of the company’s fair lending strategic initiatives
  • May occasionally meet with customers
  • Supports, enhances and helps lead within our Bank culture and role models our cultural (People, Integrity, Partnership, Teamwork, and Fun) and MB values
6

Mortgage Processor Resume Examples & Samples

  • Basic knowledge of mortgage lending products and terminology is a plus
  • Detailed oriented and discreet with confidential information
  • Computer proficiency, particularly with Microsoft Office Word and Excel
7

Mortgage Processor Resume Examples & Samples

  • Processes loans within authorized limits and according to credit union and regulatory
  • Standards
  • Provides information to internal and external parties, related to home loans; supports the
  • Meeting of established processing times and funding goals; maximizes opportunities to
  • Build new loan relationships
  • Works effectively with team members to facilitate the efficient and successful processing
  • Of home loans
  • Communicates professionally with members and vendors, as evidenced by outstanding
  • Member survey ratings; provides accurate information and conducts timely follow up
  • Able to make appropriate decisions and escalates matters requiring higher authority to
  • Management; Supports the Credit Union’s efforts to identify and report member
  • Transactions in accordance with Bank Secrecy Act
  • Maintains high level of customer focus through making appropriate contact, supplying
  • Pertinent information, and assessing additional needs
  • Interacts with members, title companies, realtors, and other parties, to obtain items
  • Needed for loan processing and closing
  • Maintains all loan documents safely and securely and processes loans in a methodical
  • Manner that ensures efficiency and accuracy
  • Must have HS Diploma/GED
  • 2 years to 5 years’ experience in mortgage environment, including 2 years’ experience in
  • Mortgage loan processing
  • Proficient in MS applications, including Word and Outlook
  • Experience using DU and loan origination system(s) preferred
8

Mortgage Processor Resume Examples & Samples

  • Review and verify each file to ensure that all information is correct and current
  • Order credit reports, title commitments, surveys, appraisals and homeowners insurance from the appropriate parties and reviewing them for acceptability
  • Prepare loan file submission to underwriting
  • Act as a liaison and maintaining communication between Mortgage Loan Originators, Underwriters and Closers that are involved in the transaction to meet expected Service Level Agreements for processing
  • Prepare and mail Adverse Action Notices and review Home Mortgage Disclosure Act (HMDA) data when applicable
  • Demonstrate basic understanding of loan processing, procedures, documents, underwriting requirements, government insured and agency requirements and the terminology of our processing systems
  • Respond to and resolve customer service requests according to Great Western policies in a prompt, efficient and courteous manner at all times
  • 1 to 2 years of recent processing experience in the residential mortgage industry required
  • Basic knowledge of Conventional Residential Mortgages required; knowledge of Federal Housing Administration (FHA), Veteran’s Administration (VA), Rural Development (RD) and First Time Homebuyer products desired
  • Basic knowledge of mortgage lending products and terminology required
  • Detail oriented and discreet with confidential information
9

Mortgage Processor Resume Examples & Samples

  • Prepare and mail Adverse Action Notices and reviewing Home Mortgage Disclosure Act (HMDA) data when applicable
  • Demonstrate understanding of loan processing, procedures, documents, basic underwriting requirements, government insured and agency requirements and terminology of processing systems
  • Respond to and resolves customer service requests according to Great Western policies in a prompt, efficient and courteous manner at all times
  • Minimum of 2 years of recent processing experience in the residential mortgage industry required
  • Demonstrated knowledge of Conventional, Federal Housing Administration (FHA), Veteran’s Administration (VA), Rural Development (RD) loan programs and guidelines,
  • Knowledge of First Time Homebuyer programs in South Dakota, Iowa and/or Nebraska is a plus
  • Strong analytical, problem solving and organizational skills with the ability to thrive in a fast-paced environment
10

Mortgage Processor Resume Examples & Samples

  • Prepare and balance all closing settlement statements
  • Prepare all closing documentation in various states while meeting various loan product requirements
  • Act as a liaison and maintaining communication between Mortgage Loan Originators, Underwriters and Closing Agents that are involved in the transaction to meet expected Service Level Agreements for processing
  • Demonstrate understanding of loan closing, procedures, documents, basic underwriting requirements, government insured and agency requirements and terminology of processing systems
  • Respond to and resolves internal customer service requests according to Great Western policies in a prompt, efficient and courteous manner at all times
  • 2 years of recent closing experience in the residential mortgage industry required
  • Demonstrated knowledge of Conventional, Federal Housing Administration (FHA), Veteran’s Administration (VA), Rural Development (RD) loan programs and guidelines
11

Retail Mortgage Processor Resume Examples & Samples

  • Meets with customers in locations other than the personal residence of the loan officer
  • Acts as a role model and professionally represents MB Financial Bank at work and in the community; takes action to establish and build our brand
  • Supports, enhances and helps lead within our MB Financial Bank culture and role models within cultural pillars
12

Cres Mortgage Processor Resume Examples & Samples

  • Ensures compliance in all areas of desktop underwriting, PMI and secondary market guidelines
  • Sets up loan files and enters information for tracking of loan. Submits loans through DU/LP automated underwriting system
  • Verifies credit report, income and assets and orders preliminary title report, appraisal, fee/escrow instructions and all verifications necessary to complete the loan file in an accurate and timely manner
  • Determines allowable income to be used for loan calculations that comply with underwriting guidelines, including personal and business tax returns
  • Submits loan to automatic underwriting engine or refers to an Underwriter after documentation is validated
  • Communicates with customers, MB's and authorized employees to satisfy loan conditions as well as provide the status of the loan application
  • Solves problems and seeks alternative solutions when verification alters loan quality
  • Good knowledge of loan documents, insurance requirements, real estate terminology, underwriting and departmental procedures. General familiarity with office procedures
  • Knowledge of 10-key calculator
13

Mortgage Processor & Closer Resume Examples & Samples

  • Minimum of one year's proven mortgage processing experience or equivalent
  • Proven communications, analytical and organization skills
  • Ability to handle multiple responsibilities within established time frames
14

Mortgage Processor Resume Examples & Samples

  • Review retail loan files and loan documents for completeness and accuracy ensuring compliance with TCF policies and state and federal regulatory requirements. Includes monitoring of system generated or department reports using Microsoft Excel
  • Monitor lending production and/or processing staff’s adherence to regulatory compliance by reviewing loan documents, pipeline reports and audit results. Suggest training where needed
  • Utilize intranet publications and department communications in order to keep up-to-date with state, federal, and TCF regulatory and procedural policies. Assist management with maintaining department policy and procedure manuals
  • Review retail loan files, post-closing, to ensure compliance with Bank and Regulatory policies and procedures
  • Continuously meet or exceed department production and accuracy goals
  • Work with internal and external customers, including title companies, lending staff and loan customers to complete corrective action in regard to security instruments and loan documents
  • Maintain the integrity of the collateral files, consisting of original notes and recorded mortgages and modifications
  • High school education or GED Certification
  • Minimum of one year loan processing experience in a financial environment
  • Knowledge of retail lending regulatory and procedural policy
  • Two years of loan processing experience in a financial environment
15

FHA Mortgage Processor Resume Examples & Samples

  • Complete various servicing functions
  • Set-up loan application files
  • Review of organizational structures and identifying parties
  • Screen participants using the internet
  • Prepare and monitor application exhibits
  • Prepare forms and certifications specific for the transaction
  • Distribute information to the team
  • Complete bank and trade reference credit checks
  • Promote an environment that supports diversity and reflects the M&T Bank brand
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable
16

Mortgage Processor Assistant Resume Examples & Samples

  • Reviews incoming orders for accuracy prior to placing order with third party vendor. Communicates order status to requestor and handles all follow up until order is received
  • Verifies all completed orders are uploaded into Mortgage Loan Origination System triggering notification to the loan officer and processor involved in the loan transaction
  • Scans, uploads and files electronic images of new file submissions into document management system
  • Prepares Mortgage Loan Servicing letters for outgoing mail
  • Performs pre-closing check for required closing documentation
17

Mortgage Processor Resume Examples & Samples

  • Manage pipeline of conventional, government, and/or portfolio loans
  • Evaluate loan documentation, calculate income, review assets, and analyze liabilities and clear conditions per * delegated authority
  • Process all loans types including conventional, FHA, VA, USDA, Bond and special products including the most complex loan files
  • Validate automated underwriting decision per delegated authority
  • Maintain high level of customer service by being proactive in communicating with the borrowers and loan originators
  • Ensure accurate, complete, and timely loan data on processing system
  • Actively participate in ongoing efforts to continually improve customer service for internal and external customers
  • Serve as an intermediary for loan issues with Loan Originators and other related departments
  • Take active role as an escalation point within the team based on experience/knowledge
  • More than four years residential mortgage loan processing experience with all types of loans including conventional, government and special programs
  • In-depth knowledge of conventional, government, and portfolio guidelines
  • In-depth understanding of the computer loan application system
  • Knowledge of federal lending regulations governing residential real estate lending
  • Demonstrated leadership and organizational skills
18

Mortgage Processor Resume Examples & Samples

  • Ability to work under stringent deadlines stressing urgency to achieve monthly goals
  • Ability to communicate effectively both orally and in writing
  • Intermediate experience with Microsoft Office
19

Mortgage Processor Resume Examples & Samples

  • Reviews closed loan documents to verify accuracy
  • Communicates with settlement agents and loan officers to obtain missing information or documents for closed loan packages
  • Communicates with the Secondary Desk to coordinate loan delivery deadlines
  • Images documents and uploads them in Encompass
  • Prepares and submits loan file documents to investors
  • Communicates with loan officers to help resolve customer issues
  • Follows up on any missing trailing documentation including final title policies and recorded mortgages
  • Processes incoming trailing documents to ensure investors receive them within their timeframe to avoid late fees
  • Monitors compliance of work escrow agreements verifying the work is complete and funds are properly paid out on time
  • Basic knowledge of Conventional, Rural Development (RD), Federal Housing Administration(FHA), Veteran’s Administration(VA) loans and First Time Homebuyer products
  • Knowledge of mortgage terminology required
  • Ability to prioritize multiple tasks in a deadline-driven environment; possess strong sense of urgency and responsiveness
  • Excellent interpersonal, customer service and problem solving skills
  • Ability to work well as a member of a team
  • Strong computer skills: proficient in Microsoft Word, Excel and Outlook
20

Mortgage Processor Resume Examples & Samples

  • Receives and evaluates loan application from Mortgage Banker (MB) and reviews documents to ensure all necessary forms have been completed and comply with underwriting, PMI and secondary marketing guidelines. Identifies and advises of non-qualifying application prior to movement to next level of loan processing
  • Prepares and mails initial or revised disclosures, if applicable
  • Proactively monitors the file and process flow to ensure the timely completion of the file
  • Escalates issues as they arise to lead or supervisor
  • Adheres to all state and federal regulations including, but not limited to HMDA, RESPA, Fair Lending practices etc
  • One or more years of customer service experience
  • PC Proficiencies with Windows based software in Word, Outlook and Excell
21

Equity Consumer Mortgage Processor Resume Examples & Samples

  • Obtains necessary customer documentation to support data provided in the applications
  • Data entry of applicant information into the mortgage software platform, prints necessary documents, and completes loan files. Necessary documents include upfront compliance disclosures, such as the 1003 application for mortgages or the LOA application for other consumer loans, the good faith estimate, the initial truth in lending, income and asset information, etc
  • Updates insurance information on the mortgage software platform; contacts insurance companies for insurance policies not received
  • When final underwriting approval is obtained, prepares closing instructions and coordinates closing dates with closing agent and customer
  • Must have exceptional communication and interpersonal skills
  • Must be detail-oriented and able to perform all duties accurately
  • Must be able to work effectively independently and with others
22

Equity Consumer Mortgage Processor Resume Examples & Samples

  • Provides best in class service to both the prospective borrower(s) and the sales team partners by delivering consistent and timely feedback throughout the lending process, anticipating borrower needs and vigilantly maintaining service level agreements
  • Assists borrower in understanding the loan product selected, obtains an interest rate lock from the sales channel and ensures accurate pricing
  • Coordinates the ordering of appraisal, title, tax, flood and all other documentation, verification or certification required to appropriately decision the loan
  • Bilingual English/Spanish, strongly perferred
  • Experience working with Equity products preferred
23

Construction Mortgage Processor Resume Examples & Samples

  • Minimum three years experience in mortgage operations
  • Able to work successfully within a collaborative environment to meet deadlines and departmental goals
  • Knowledge of CONV, FHA, VA, Construction Perm, and compliance guidelines is preferred
  • Bilingual; English/Spanish
24

Mortgage Processor Resume Examples & Samples

  • 1+ year of previous Mortgage Processing experience
  • Solid time management and problem solving skills
  • Title Review experience
25

Mortgage Processor Resume Examples & Samples

  • 3 to 5 years of recent processing experience in the residential mortgage industry required
  • Demonstrated knowledge of Conventional, Federal Housing Administration (FHA), Veteran’s Administration (VA), Rural Development (RD) loan programs and guidelines, Real Estate Settlement Procedures Act (RESPA) and the Truth In Lending Act (TILA) regulations required
  • Knowledge of mortgage lending products and terminology required
  • Computer proficiency, particularly with Microsoft Office Word and Excel desired; experience with mortgage software such as Encompass preferred
26

Mortgage Processor Resume Examples & Samples

  • Must be able to exercise confidentiality
  • Basic computer skills, i.e., word processing, spreadsheets and menu-driven software
  • Must be able to work with numerous interruptions
  • Must be able to communicate with staff, members, and outside contacts proficiently, in
  • Both oral and written communications
  • Grade 13 requires
  • 2-5 years consumer or mortgage specific product knowledge of a large bank lending guidelines or Fannie Mae or Freddie Mac experience
  • Contributes to quality efforts of the Consumer Asset Operations units through team orientation and focused excellence in achieving organizational service goals and quality standards
  • Effectively and efficiently provides best in class service to both the prospective borrower(s) and their sales team partners by delivering consistent and timely feedback throughout the lending process, anticipating borrower needs and vigilantly maintaining service level agreements
  • Mails Verification of Deposit, Verification of Employment, and Verification of Mortgage forms if alternative documentation is not available; updates loan files and tracking system once forms are returned
  • Completes file maintenance on all mortgage loans as instructed
27

Construction Mortgage Processor Resume Examples & Samples

  • Minimum of three years of mortgage operations experience
  • Knowledge of CONV, FHA, VA, Construction Perm and compliance guidelines is preferred
  • Previous title company experience
  • Experience working with equity products
28

Retail Mortgage Processor Resume Examples & Samples

  • Knowledge of regulatory changes, external and internal compliance requirements, and investor guidelines to insure loan salability
  • Be an advocate of the client; ability to quickly resolve customer escalations and have excellent verbal and written communication skills
  • FHA/VA/BOND experience
29

Mortgage Processor Resume Examples & Samples

  • Independently, aggressively, and proficiently process all files, including highly complex files, no matter the initial level of application completeness
  • Maintain continual, consistent, and open communication with all appropriate parties to the transaction in accordance with current Service Level Agreements (SLAs). Consistently document Loan Processing System with applicable correspondence
  • Review and evaluate applications submitted by Private Bankers and/or Residential Loan Representative (RLR) to verify completeness of application data on context
  • Order and ensure accuracy of third party vendor work; appraisal, title commitment and endorsements, tax transcript, payoff, wire instructions and closing protection letter, subordination agreements and homeowners insurance
  • Pre-underwrite files (including highly complex files) to obtain and analyze documentation, in timely fashion, regarding employment, credit, income, assets and collateral. Verify documentation meets Commerce/Investor/Agency Standards. Ensure processing and automated underwriting systems are updated to contain appropriate, consistent, and matching system data based on supporting documentation that has been obtained
  • Timely submission of file for underwriting decision. Satisfy required underwriting conditions. Communicate underwriting decision to Private Banker, applicant and/or RLR on consistent basis
  • Ensure processing system is utilized in accordance with policy and procedures (including accurate file status and all required data in compliance with government reporting requirements.)
  • Timely submission of approved and complete files to the closing department
  • Process FHA & VA applications according to respective agency guidelines
  • Timely mailing of applicant correspondence in accordance with current Service Level Agreements (SLA’s). This includes standard policy-required applicant correspondence regarding needed file documentation, looming deadlines, general milestone communication points and decisions. For Private Banking loans, this communication is generally with the Private Banker and/or RLR rather than the applicant
  • Ability to work overtime in peak volumes as determined by Commerce management
  • This position is eligible for an incentive package
  • Recent first mortgage processing experience
  • Ability to work independently while managing and meeting multiple processing deadlines
  • Professional and articulate verbal and written communication skills
  • Experience using a mortgage loan processing and automated underwriting system
  • Familiarity with Microsoft Word
30

Mortgage Processor Resume Examples & Samples

  • Two plus years mortgage loan processing experience
  • Well-developed ability to manage multiple tasks simultaneously, detail oriented, and strong organizational skills
  • Ability to meet deadlines set, manage a pipeline of 30+ loans, and thrives in a fast-paced environment
  • Thorough knowledge of Mortgage loan processing, credit report review, closing policies and procedures, underwriting requirements, governmental and agency requirements, mortgage loan documentation and RESPA requirements
31

Mortgage Processor Resume Examples & Samples

  • 3-5 years of Mortgage Processing experience
  • Knowledge of Conventional, FHA and VA guidelines
  • Knowledge of State/Federal regulations to maintain loan file compliance
  • Strong ability to multitask
  • Ability to work in a fast-paced working environment
  • Strong customer service orientation
  • Knowledge of Encompass system
32

Multiple Mortgage Processor & Mortgage Closer Jobs Resume Examples & Samples

  • Perform timely reviews of stipulations/conditions submitted
  • Analyze loan packages to deliver valid credit decisions
  • Maintain quality control standards while maintaining production standards by company's definition
  • Provide stellar customer service to all staff by effectively explaining credit decisions
  • Perform other job related duties and special projects as required
  • Able to prepare reports for review
  • Must have an active CHUMS #
  • Thorough understanding and strong working knowledge of credit, underwriting, credit policy and financial statement analysis
  • Knowledge of DU and LP
  • Strong credit, risk analysis, and analytical skills
  • Be able to examine loan documentation for accuracy and completeness
  • Service oriented with great personality
  • Ability to work with loan originators and production staff to acquire all required documentation
  • Be familiar with fraud detection techniques
  • Correspondent banking experience a plus
  • Must posses strong credit, risk analysis and analytical skills
  • Verify accuracy of final HUD 1
  • 1-3 year’s prior experience in mortgage loan closing
  • Familiarity with Encompass a plus
33

Mortgage Processor Team Lead Resume Examples & Samples

  • Minimum of 5 years proven experience in a mortgage operational function, including a minimum of 3 years proven pipeline management experience
  • Strong knowledge of regulations impacting area of responsibility
  • Implements departmental policies and operating procedures to ensure maximum customer service and appropriate control
  • Develops and implements sound operating procedures which are consistent with overall bank policies and operating objectives in order to maximize customer satisfaction and bank profit
  • Oversees the accurate and efficient processing of customer activities
  • Provides product training for front line staff
  • Assists in the prompt, efficient resolution to customer problems and/or inquiries
  • Participates in annual budget planning process
  • Recommends, develops and leads the implementation of new operational processes, systems and upgrades/enhancements which support user groups throughout the bank in achieving their goals for operational efficiency and effectiveness
  • Assure that the bank has access to and is prepared to apply innovations in operational systems and support functions; recommend changes which match these to the bank’s needs
  • Oversee the development, implementation and monitoring of operational and compliance policies and procedures to assure compliance with all applicable laws and regulations. Maintain current knowledge base of compliance requirements and pending changes
  • Directs and manages operations staff to achieve established department goals
  • Responsible for activities of employees in the operations
  • Makes authoritative recommendations regarding selections of new employees, salary increases, promotions, transfers, disciplinary actions, and terminations. Maintains documentation on recommendations and actions taken
  • Sets performance standards, gives clear direction, delegates and schedules work
  • Monitors performance, gives on-going performance feedback and conducts effective performance appraisals
  • Trains, coaches, counsels, and provides general direction and guidance to direct reports
  • Schedules staff to ensure proper customer service coverage
  • Develop and manage annual budgets and staffing plans to achieve the above in an efficient and cost-effective manner
  • Ensures compliance with all applicable regulations and policies relating to bank operations
  • Ensures compliance with all federal and state banking regulations and local legal obligations such as tax levies, court appearances, and garnishments
  • Develops and maintains record retention policy to ensure compliance with state and federal regulations
  • Works with auditors and examiners during examinations, audits, and reviews
34

Senior Mortgage Processor Resume Examples & Samples

  • Processes all mortgage files originated by corporate loan originator
  • Coordinates the appropriate approvals, signatures and documentation requests
  • Verifies accuracy of all incoming loan information for each file
  • Assures all credit reports, appraisals and other required information for loan approval is obtained in file
  • Writes conditions of loan approvals in an accurate manner
  • Reports any discrepancies to the appropriate individual for further clarification
  • Interfaces with corporate loan officers as needed
  • Assembles pertinent documents for final loan package as needed
  • Applies knowledge of mortgage holder and investor guidelines daily
  • Reviews lender rate sheets on a daily basis
  • Verifies invoices and account accuracy and balances
  • Receives and processes borrower funds for appraisals and credited reports each day
35

Senior Mortgage Processor Resume Examples & Samples

  • So we love experience and 3 years of it would be great, but if you’ve made up for years in loan processing volume - come on by!
  • 1st lien processing experience
  • DU & LP – don’t make us say it
  • Calculating self-employed income and clear understanding of tax returns is a must. How else do you expect to check the DTI?
  • Like we said, ten-track mind with eight arms – we move fast here!
  • We have a 96% customer approval rating and you should want nothing more than to hit 100%
36

Mortgage Processor Resume Examples & Samples

  • Demonstrated mortgage knowledge
  • Proven problem-solving abilities
  • Demonstrates initiative
  • Proficiency with computer platforms and applications
37

Home Mortgage Processor Resume Examples & Samples

  • Review submitted documentation to ensure compliance with bank requirements
  • Enter clear and concise comments, edit information, and document application
  • Communicate professionally in oral and written format with internal and external customers regarding status requests, missing information, and/or explanation of required documentation
  • Knowledge of secondary market/lending programs and guidelines with the ability to applybank, state and federal regulations to ensure compliance (Fair Lending, Reg B., etc)
  • Exceed department productivity and quality standards within department turn-time standards and ability to assist Management Team with special projects; serves as a subject matter expert requiring little supervision
  • Time management and ability to meet deadlines critical to this position
  • Attention to detail and organizational skills required
  • Ability to work in a fast pace environment with the ability to multitask
  • Proficient in PC skills 2-3 years of experience
  • 2-3 years of work experience in either an office or retail environment
  • 2-3 years of knowledge of DTI and LTV ratios with ability to decipher loan documentation and related reports and/or websites
  • Experience in oral and written communication with internal and external customers 2-3 years
38

Home Mortgage Processor Resume Examples & Samples

  • Knowledge of secondary market/lending programs and guidelines with the ability to apply bank, state and federal regulations to ensure compliance (Fair Lending, Reg B., etc)
  • Exceed department productivity and quality standards within department turn-time standards and ability to assist Management Team with special projects
  • Serves as a subject matter expert requiring little supervision
  • General Supervision: Incumbent develops procedures for performance of a variety of duties or performs complex duties within established policy guidelines; responsible for a defined set of assignments, e.g., all financial activities for the department; is expected to determine and create necessary procedures to set priorities and meet specific goals and objectives of the function or unit. (Typically pertains to advanced technical, senior professional, unit supervisor)
  • Associate or Bachelors Degree preferred
  • 2-3 years proficient in PC skills
  • 2-3 years of experience in oral and written communication with internal and external customers
  • Construction to Perm processing experience preferable, but not a requirement
39

Senior Mortgage Processor Resume Examples & Samples

  • Verifies loan applications and supporting documents for accuracy and completeness
  • Prepares or reviews for accuracy, Good Faith Estimates of Closing Costs, Regulation Z disclosures, and other disclosures required by consumer regulation
  • Fannie Mae and Freddie Mac Underwriting guidelines
  • Establish and maintain effective working relationships
  • Priority will be given to protected veterans
40

Home Mortgage Processor Resume Examples & Samples

  • Preparing and completing disclosure packages
  • Completing appraisal requests
  • Flood reviews
  • Forwarding and monitoring receipt of title reviews
  • Complete verification of employment
  • Obtain homeowner’s insurance
  • Index documentation
  • Data enter loan information (if applicable)
  • Faxing and following up on documentation if needed
  • Adherence to regulatory and bank guidelines and department standards is required
  • Basic knowledge of secondary market/lending programs and guidelines with the ability to apply bank, state and federal regulations to ensure compliance (Fair Lending, Reg B., etc)
  • Meet or exceed department productivity and quality standards within department turn-time standards
  • High School Graduate or Equivalent
  • Proficient in PC skills
  • 2-3 years work experience in either an office or retail environment processing loans
  • Knowledge of DTI and LTV ratios with ability to decipher loan documentation and related reports and/or websites
  • Experience in oral and written communication with internal and external customers
41

Senior Mortgage Processor Resume Examples & Samples

  • Obtains required loan documentation and may process less complex loan applications
  • Tracks receipt of and reviews legal documents
  • Sets up and monitors loan and financial ticklers to ensure accuracy and timeliness of receipt of documents
  • Verifies loan files and supporting documents for accuracy and completeness. Follows up on missing documentation
  • Prepares and compiles documents for review and approval
  • May prepare or review for accuracy, disclosures required by relevant consumer regulations
  • May schedule or coordinate loan closings and clear for disbursement of proceeds
  • May perform basic loan calculations
  • Assists customers with basic inquires or problems
  • May perform pre-closing/post-closing/due diligence review of legal agreements and other closing documents to terms of loan commitment
  • Monitors existing loans and maintains files with sufficient documentation for third-party review and prepares files for timely audits
  • May prepare client communications on loan terms
  • Responsible for reviewing property and liability insurance to ensure it complies with bank policy and procedure
  • Independently prepares data input sheets and provides required information for loans to be boarded on the banks servicing system and ensure all loan coding is correct
  • Works with attorneys and other financial or legal resources to obtain the correct, accurate documents to fully protect the financial institution’s interests in the credit relationship
  • Basic concepts, practices and procedures of commercial and retail loan processing
  • Compliance with all state and federal regulations
  • Processing less complex loan applications
  • Document preparation for retail and/or commercial loans
  • Preparing loan approval and/or closing packages
  • Performing basic calculations
  • High School diploma or an equivalent combination of education, training or experience
42

Home Mortgage Processor Resume Examples & Samples

  • Review submitted documentation to ensure compliance with bank requirements. Access websites as needed. Follow up on documentation issues with customers. Complete review within department standards. Able to process all mortgage or home equity products efficiently
  • Time management and ability to meet deadlines is critical to this position. Attention to detail and organizational skills are required. Requires work in a fast pace environment with the ability to multitask
  • PC skills 2-3 years proficient in PC skills
  • Office Experience 1 -2 years of work experience in either an office or retail environment
  • Banking or mortgage experience 1 -2 years knowledge with ordering mortgage related vender services ability to decipher loan documentation and related reports and/or websites is preferred
43

Cres Mortgage Processor Resume Examples & Samples

  • Receives loan application from MB or Consumer Direct Outbound Mortgage Rep and reviews documents to ensure all necessary forms have been completed and comply with underwriting, PMI and secondary market guidelines
  • Thorough knowledge of loan documents, insurance requirements, real estate terminology and departmental procedures
  • Thorough knowledge of Bank policies, standards, and guidelines
44

Home Lending / Mortgage Processor Resume Examples & Samples

  • Proficiency in MS Office (Word, Excel, Outlook, PowerPoint)
  • Must be a self-starter with the ability to take direction and work independently while also working in a team environment
  • Experience in Agile Scrum practices
  • Experience working on Corporate applications (HR, Finance/GL, Risk)
45

Cres Mortgage Processor Team Lead Resume Examples & Samples

  • Receives loan application from MB and reviews documents to ensure all necessary forms have been completed and comply with underwriting, PMI and secondary market guidelines
  • Determines and evaluates documentation needed to comply with underwriting, PMI, secondary markets marketing and government agency guidelines. Suggests alternative methods to obtain satisfactory documentation when necessary. Detects non-qualifying applicants early in the process and recommends innovative viable alternatives to qualify the loan
  • Reviews and evaluates all documents, including tax returns using judgment to ensure loan falls within guidelines per loan type
  • Assists with training new hire staff members
46

Mortgage Processor Resume Examples & Samples

  • Performs routine loan calculations
  • Preparing loan closing packages
  • Preparing records and reports
  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
47

Mortgage Processor Resume Examples & Samples

  • Analyze, research and resolve problems and discrepancies related to member accounts/loans
  • Collect, review and verify documentation for mortgage applications
  • Interact with members, other staff and outside contacts to resolve discrepancies, problems & issues
  • Order verifications, appraisals and credit reports
  • Prepare loan activity reports
  • Prepare loan closing documents for settlement and coordinate settlement dates with members, attorneys and realtors
  • Process mortgage applications according to established laws, requirements, & guidelines
  • Provide mortgage information to members regarding products, services, policies & rates
  • Resolve changes, revisions and corrections with closing agents and settlement attorneys to ensure accurate and efficient processing of mortgage loans
  • Apply and communicate knowledge of regulatory requirements, practices and changes to legislation
  • Assist level I team members
  • Significant experience in working in a high volume, fast paced environment
  • Advanced knowledge of Real Estate Lending systems, policies, procedures, practices and/or actions
  • Working knowledge of mortgage/equity loan processing, closing and documentation requirements and regulations
  • Advanced skill analyzing and organizing problems or work processes for technical solutions
  • Advanced skill applying innovative approaches to solve technical design issues
  • Desired - Working knowledge of Navy Federal products, services, programs, policies and procedures
48

Mortgage Processor Resume Examples & Samples

  • Ensure all files are reviewed within 5 days of receipt of the full file using the six sigma checklist
  • Input Six Sigma Kaizen screen dates in real time
  • Request missing items from borrowers including order tax transcripts, LDP/GSA, and validation reports
  • Upon receipt of missing items, review all information that is currently in the file and verify that it is accurate
  • Once file is approved by underwriting, make sure file is cleared to close to meet the estimated closing date of the loan
  • Review paystubs, W-2's, bank statements and appraisals to ensure accuracy/completeness
  • Knowledge of guidelines relating to Conventional Mortgage loans, FHA, MFA, and portfolio bank products
49

Mortgage Processor Resume Examples & Samples

  • Reviews the loan application submitted and structures the loan to accommodate the Automated Underwriting findings and/or customer’s needs
  • May be responsible for preparing application package to be sent to the member within regulatory required time frames. When responsible, submitting all or a portion of packages to underwriting prior to delivery with ongoing improvement in underwriting submissions
  • Orders and tracks all required documentation to assure processing timeframes are being met and updates system, calendars and front of loan file with status
  • Works with the customer, client and closing agent to resolve questions and/or problems immediately upon inquiry or receipt of documentation from the customer
  • Provides excellent customer service to internal and external clients. Ensures customer service surveys are maintained to client’s minimum score
  • Submits fully processed files through automated underwriting system and submits to Underwriting Department for decision if required. Resolves issues and shows ongoing improvement in reducing isssues identified by Underwriter
  • Verifies product, rate and point structure according to client specifications
  • Prepares, ensures the accuracy and timely delivery of commitment letters. Rediscloses ensuring accuracy and timely delivery as needed
  • Reviews appraisals, titles, and purchase and sales contracts as received, submits them to u/w if necessary, makes all required calls, system updates and orders any addendums required related to the review
  • If client specifications require; Track all required documentation to assure processing timeframes are being met and updates system with statuses
  • If client specifications require; Reviews loan for clear to close items and confirms the file is being submitted to the closing department accurately
  • Clears all underwriting conditions working with customer and outside vendors
  • Assures loans are moved to the appropirate stages and documents are delivered to the Closing Department within client’s required time frames excluding delays outside of ISGN’s control
  • Completes customer member feedback calls on service provided to ensure that our service is to the clients requirements
  • Reviews and monitors pipeline reports on a daily and weekly basis, acting accordingly
  • Must be able to meet established minimum daily expectations for this position
  • This position may require frequent over time, at times on a daily basis; must be available to work additional hours on short notice as determined by management to meet client service level agreements
  • Performs other related duties as assigned or directed
50

Mortgage Processor Resume Examples & Samples

  • Work closely with our Loan Officers to ensure a timely and accurate experience for our clients—from first time home buyers to refinancers—throughout the entire mortgage process
  • Submit complete loan files for underwriting review
  • Scheduling and tracking of closing dates, contingency dates and loan lock expirations
  • Use state of the art technology to manage your loan pipeline as well as conduct credit and underwriting analysis
51

Mortgage Processor Resume Examples & Samples

  • Sorts and files correspondence, loan documents and other records in alphabetic or numerical order or according to a specific loan
  • Processes paperwork by verifying data and transferring into a standard format
  • Generates routine reports, posts to and extracts data from records and files
  • Input data of new or existing loan information and process documents and scanning documents
  • At least one year of clerical work experience; preferably in the banking industry
  • Basic computer skills, Data Entry, and Word
  • Year-end bonus program
52

Mortgage Processor Resume Examples & Samples

  • Enter loan application into loan origination system (LOS)
  • Prepare and mail required regulatory disclosures
  • Order appraisal and flood certification and retrieve same
  • Score application via automated underwriting system
  • Communicate with applicant requesting required documentation
  • Verify accuracy of information upon receipt and edit LOS as needed
  • Review entire file, put proper order and submit to underwriter
  • Basic PC skills
  • Ability to handle multiple assignments simultaneously
  • High School Diploma or GED and a minimum of six months related experience in residential mortgage processing
53

Mortgage Processor Resume Examples & Samples

  • Analyze, research and resolve problems and discrepancies related to member accounts/loans - Moderately Complex/Varied
  • Collect, review and verify documentation for mortgage applications - Basic/Routine
  • Interact with members, other staff and outside contacts to resolve discrepancies, problems & issues - Basic/Routine
  • Process mortgage applications according to established laws, requirements, & guidelines - Under supervision
  • Provide mortgage information to members regarding products, services, policies & rates - Moderately Complex/Varied
  • Resolve changes, revisions and corrections with closing agents and settlement attorneys to ensure accurate and efficient processing of mortgage loans - Basic/Routine
  • Apply and communicate knowledge of regulatory requirements, practices and changes to legislation - Basic
  • Experience in work which displays increasing levels of responsibility and/or authority
  • Experience in working in a high volume, fast paced environment
  • Familiarity with Real Estate Lending systems, policies, procedures, practices and/or actions
  • Effective skill analyzing and organizing problems or work processes for technical solutions
  • Effective skill applying innovative approaches to solve technical design issues
54

Mortgage Processor / Receptionist Resume Examples & Samples

  • Reception and/or customer service training helpful
  • Good knowledge of the latest version of MS Office and the ability to word process, work with spreadsheets, and use the proprietary applications of the company as assigned
  • Ability to communicate well with clients, customers, associates, managers, visitors and vendors
  • Ability to process cash, loan, refinance and other transactions, independently, from contract execution to closing
  • Ability to spot potential closing issues and resolve timely and professionally
  • Ability to communicate well, verbally and in writing
  • Proficient in closing software
  • Minimum 1 year escrow processor experience
  • Greets customers and personnel in the office and directs customers according to their needs
  • Answers incoming telephone calls using customary public relations techniques, including courteous, cheerful, and professional telephone etiquette
  • Utilizes knowledge of specific office procedures, company terminology, organizational structure and areas of responsi-bilities and assignment
  • Performs assigned clerical duties
  • Keeps lobby area clean and well-organized
  • Monitors and distributes office deliveries
  • Regularly monitors office supplies and prepares office supply orders
  • Maintains the OPENING, CLOSING and RECORDING log books
  • Printer and copier administration and maintenance (calls for service, adds paper daily, changes cartridges)
  • Mailing, postage, and distribution of US Mail, UPS, FEDEX, and Courier mail
  • Postage machine administration
55

Mortgage Processor Resume Examples & Samples

  • Ability to prioritize and meet deadlines, and handle multiple tasks
  • Notary Public Commission required
  • Satisfactory driving record
56

Mortgage Processor Resume Examples & Samples

  • Accurately and efficiently reviews new mortgage applications within required timeframe. Ensures that loan was properly disclosed, verifies that application and Loan Officer Submission Checklist are complete and accurate. Sends appropriate Welcome and Needs letters to borrower and documents loan activity in the loan system, as required
  • Accurately and efficiently processes mortgage applications within IHM and Six Sigma guidelines and industry laws and regulations. Enters all necessary information in the loan system, processes appraisals, fees, flood certifications, mortgage insurance, disclosures, etc. Processes Change of Circumstances (COCs) and ensures that all data and documentation is received and accurate before submitting the loan to Underwriting
  • Accurately and efficiently processes and prepares approved loans for closing, including performing the Early Check, clearing conditions and clearing the file to close
  • Accurately and efficiently processes mortgage underwriting decision, including counteroffers, commitments and adds and processes loan conditions
  • Understands IHM's lending policies and guidelines and completes all responsibilities in compliance with all lending laws, including TRID, ECOA, TILA, FCRA, HMDA, BSA/AML, etc. Communicates with customers about lending regulations and guidelines
  • Borrowers, closing agents, attorneys, etc
57

Post-closing Mortgage Processor Resume Examples & Samples

  • Contacts appropriate parties to obtain any missing documentation or to correct an identified error
  • Interacts with investors to resolve errors, providing a timely response and resolution
  • Accepts first mortgage payments and deposits them into the correct accounts
  • Responds to audit request from investors and uploads necessary documents
  • Performs other job-related duties or special projects as assigned
  • High school diploma or equivalent required
  • Basic experience with Real Estate Settlement Procedures Act (RESPA) and the Truth In Lending Act (TILA) regulations required
  • Strong analytical, problem solving and organizational skills with the ability to thrive in a fast paced environment
  • Experience with mortgage software such as Encompass preferred
  • Must work well under pressure, meeting multiple and sometimes conflicting deadlines
58

Senior Mortgage Processor Resume Examples & Samples

  • High school or equivalent education
  • Three + years of experience in loan documentation and processing
  • Three + years of experience in Government Sponsored Enterprise based mortgage banking
  • Ability to analyze personal, self-employed, and partnership tax returns
  • Ability to review appraisals for consistency and accuracy
59

Commercial Mortgage Processor / Closer Resume Examples & Samples

  • Gather and review applications, tax returns, rent rolls, third party reports including appraisals, environmental reports and physical site inspection reports; Property Engineering reports, zoning reports and various lender required documents
  • Prepare application packages for submission to borrowers and lenders
  • Coordinate loan requirements with third party vendors, attorneys, and escrow companies
  • Maintain detailed checklists to deal files for internal audits during loan process
  • Provide instructions & requests to title/escrow, third party vendors, borrowers & broker agents. Follow up for receipt of documentation, providing guidance, assistance & additional requirements for completion, if necessary
60

Mortgage Processor Resume Examples & Samples

  • Prepare and submit timely and accurate loan files to the Closing Department
  • 3+ years of recent experience in an operational role preferred in the residential mortgage industry – Conventional, FHA and VA
  • Excellent disposition, mindset, communication skills and work ethic
  • Ability to multi-task with strong attention to detail while meeting deadlines in a fast-paced environment
  • Strong listening, problem solving skills and out of box thinking
61

Senior Mortgage Processor Resume Examples & Samples

  • Review loan approvals and address all conditions required for underwriting and closing
  • Receive on-going, comprehensive training and become an expert on home loan products and the mortgage process
  • Provide world-class customer service and respectful, consultative guidance to your clients
  • Experience using Fannie Mae’s Desktop Underwriter and Freddie Mac’s Loan Prospector
62

Mortgage Processor / Closer Resume Examples & Samples

  • Processes real estate applications, using analysis and interpretation of facts and understanding of federal and state regulations, credit union policy, and secondary market guidelines for all real estate loans, conforming or non-conforming
  • Performs detailed member counseling over the phone regarding requirements for completion of applications, supporting documents and performs appropriate follow up ending with final disposition of loan request
  • Interacts with outside vendors such as appraisers, realtors, builders, credit reporting agencies, settlement agents or attorneys, and underwriters
  • Performs complex calculations for determining Loan to Value (LTV), debt to income calculations, escrow reserves and payments
  • Performs in-depth review of appraisals on collateral property to determine its correctness and acceptability. Request corrections/additional comments from appraiser as needed
  • Reviews and interprets credit reports according to guidelines established by credit union policy, private mortgage insurance companies, and/or secondary marketing
  • Provide detailed comments in reference to conversations with members, realtors, appraisers, etc. concerning all real estate loans
  • Reviews appropriate information to ensure PSECU will maintain proper lien position
  • Provides detailed comments/rationale on loans to the various mortgage committees when necessary to substantiate the request for approval or denial of a loan
  • Identifies alternative options for members, when possible, if loan cannot be approved
  • Approves real estate equity loans as allowed by the Credit Committee (second lien mortgages)
  • Prepare settlement packages according to Secondary Market standards, PSECU policy and unit procedure and ensures their accuracy
  • Schedule settlements as requested by closing agents
  • Monitor loans for document expiration date and as necessary, call member to confirm settlement date prior to documents expiring
  • Review Commitment Letter and/or Underwriting Checklist to ensure all prior to closing conditions have been received to clear the loan for settlement. Prepare Closing Instructions listing all Underwriter defined conditions that have not been met prior to settlement
  • Prepare and provide TILA-RESPA documents in accordance with regulations
  • Review Title Insurance Binder and Insured Closing Protection Letter for accurate information referring to the Borrowers and property
  • Review Homeowner, Flood or Condo Blanket insurance policies to ensure sufficient coverage based on the current guidelines
  • Prepare escrow for repair documentation as needed
  • Order payoffs for PSECU mortgage loans from the Servicing Department as needed
  • Review flood certificate and verify information is in LOS
  • Verify proper PMI coverage, if applicable, per loan-to-value ratio
  • Assure all homeowner liens are satisfied or subordinated as required before or at settlement
  • Update all necessary LOS screens
  • Assist the Post Closer with any post-closing issues and/or act as point of reference for closing agents
  • Perform required Verbal Verification of Employment/Self-Employment
  • Complete work as assigned using available tools and reports
  • Must be knowledgeable/have previous experience in Real Estate/Mortgage
  • Must comply with and meet all requirements regarding the Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act, 12 CFR 365)
  • Supports other areas of Credit Services as needed. May assist in the daily operational work flow of the Consumer Loan Administration and Processing Units, Indirect consumer lending unit, and Business Services Unit
  • Seeks opportunities to cross-sell Credit Union products to the membership. Uses member account information and system cross-sell features to identify and discuss services that would benefit our members
  • Assists with outbound courtesy calls to remind members a loan payment is due
  • Must be knowledgeable in the operations of the Credit Services Department
  • Knowledge - Must be familiar with normal interpretation of Credit Union’s operating principles, mission statement, products, policies and procedures. Must be familiar with federal and state regulations, if applicable, as they apply to the unit
  • Workflow Management - Ability to effectively manage volume of work assignments. Ability to operate computer systems and other office equipment and perform calculations essential to this position in order to meet unit standards. Ability to type 25 to 35 words per minute, proficiency with required software, and have working knowledge of word processing and spreadsheet programs, as needed within scope of job
  • Judgment - Exercise advanced judgment and appropriate decision making within scope of MSRII job duties
  • Communication - Ability to interpret needs and respond using effective oral and/or written communication skills and proper action to meet member and/or internal customer needs. Ability to communicate honestly with manager regarding individual development needs and improvement of unit functions. Ability to communicate effectively with outside professionals as needed within scope of job
  • Relationship Management - Ability to establish and maintain effective working relationships with co-workers, members and other business contacts of PSECU. Demonstrate PSECU’s Operating Principles of PRIDE (Partnership, Reliability, Improvement, Dedication, and Ethics)
  • Attendance - Regular and consistent attendance is required to maintain acceptable performance standards and routine duties of the position within the normal operational guidelines of the unit
  • Confidentiality - Confidentiality and document control is essential to this position to ensure member data is secure and protected from compromise
  • Creditworthiness - Must meet creditworthiness standards (as defined in the Collective Bargaining Agreement)
  • Bondable - Must notify Human Resources in writing of conviction involving dishonesty, breach of trust or violation of the Pennsylvania Credit Union Code (17 Pa. S. C. A. 101 et seq.) during the course of employment with PSECU
  • Maintains an organized work area
  • Provides documentation of work and keeps appropriate work statistics
  • Performs all necessary procedures as assigned and is involved in writing and updating procedures
  • Assists in on-the-job training of new employees in the unit
  • Assist with annual line of credit reviews
  • Perform date entry and clerical/general office support work as assigned
  • Assist with testing of LOS upgrades or new products
  • Repetitive movement of hands and fingers, i.e., for typing or writing