Analysis Skills, Cisco Unity, Computer Skills, Customer Support/Service, Detail Oriented, Educational Technology, External Audit, High School Diploma, Internal Audit, Interpersonal Skills, Leadership, Loan Documents, Mentoring, Mortgage, Multitasking, Organizational Skills, Physical Demands, Presentation/Verbal Skills, Problem Solving Skills, Regulations, Strategic Planning, Team Player, Telephone Skills, Time Management
JOB RESPONSIBILITIES
- Track mortgage loan files from origination to destruction
- Prepare and notarize applicable mortgage release documentation from recorded documents, following the recording guidelines for both in-state and out-of-state mortgage releases for paid loans or partial releases
- Monitor flow of loan files from the File Center to off-site storage, if applicable
- Support bank associates and customers by referring them to the efile on Director Unity Client, or if necessary, by forwarding requested loan documents via email, fax, interoffice mail, or in-person delivery
- Scan and upload any additional physical documents and electronic documents to efile in Director Unity
- File any documents in the physical file that are required and update physical file checklist as well as electronic physical file checklist in workflow
- Perform Physical File Review for required documents and track in Director Unity Client Physical File Review Workflow
- Assist with internal and/or external audits by organizing and delivering file requests in a timely manner
- Respond to File Center phone calls, workflow requests, email, in-person requests, and fax requests in order of urgency and/or priority
- Prepare checks for submission of releases to the county recorder offices and the county title Offices
COMPETENCIES
- Interpersonal/Customer Service Skills
- Written and Verbal Communication
- Ability to understand and follow directions
- Adaptable to change
- Basic Computer Skills
- Leadership/Management Skills
- Ability to influence others
- Ability to build collaborative relationships
- Ability to develop or mentor others
- Ability to work as part of a team
- Organizational Skills/Detail Oriented
- Analytical Thinking
- Able to Multi-Task or Juggle Priorities
- Problem/Situation Analysis
- Technical Expertise
- Strategic Planning and Decision Making
- Creativity
- Capacity to interpret and apply technical and regulatory instructions
EDUCATION AND EXPERIENCE
- Must possess a high school diploma or equivalent
- 0-2 years of equivalent experience
PHYSICAL REQUIREMENTS
This position must be able to remain in a stationary position 75% of the time, constantly operates a computer, is in constant communication with customers and coworkers to discuss and observe account information in order to exchange accurate information.
SCHEDULE
This position is fully on-site. Office hours are Monday through Friday 8am to 5pm. This position is hourly and full time. A minimum 37.5 hours is required to maintain eligibility for full-time status.
Under 30 hours expected per week.