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Skills
- Administrative Skillsunmatched
- Algebraunmatched
- Communication Skillsunmatched
- Credit Unionunmatched
- Cross-Sellingunmatched
- Customer Relationsunmatched
- Customer Support/Serviceunmatched
- Diversityunmatched
- English Languageunmatched
- Establish Prioritiesunmatched
- Federal Laws and Regulationsunmatched
- File Managementunmatched
- Geometryunmatched
- High School Diplomaunmatched
- Interpersonal Skillsunmatched
- Legal Standardsunmatched
- Loan Closingunmatched
- Loan Documentsunmatched
- Loan Fundingunmatched
- Loan Operationsunmatched
- Loan Processingunmatched
- Loan Regulationsunmatched
- Loansunmatched
- Mathematicsunmatched
- Microsoft Excelunmatched
- Microsoft Wordunmatched
- Mortgageunmatched
- Mortgage Lendingunmatched
- Mortgage Regulationsunmatched
- Multilingualunmatched
- Presentation/Verbal Skillsunmatched
- Records Managementunmatched
- Spanish Languageunmatched
- Team Playerunmatched
- Time Managementunmatched
- Word Processingunmatched
- Writing Skillsunmatched
Description
Job Description:
What You'll Do:
MORTGAGE /CUSTOMER RELATIONS
Track all outstanding items with mortgage application or file and follow up with borrowers to ensure timely receipt of necessary documentation
Maintain effective communication with applicants, third parties and internal staff on loan status, follow up and/or documentation requests, loan completion and funding of loans
Assist in the facilitation of closing loans with mortgage closers
Work with mortgage loan processors on loan applications in accordance with policies and procedures
Monitor workflow to assure timely processing of loans
Actively cross-sell Credit Union products and services
ADMINISTRATIVE
Upload loan files into loan origination system
Assist mortgage loan officer and processors with other related or administrative tasks
Compile and complete reports as assigned
OTHER
Assist and support management by performing other duties as assigned
What You'll Need:
High School Diploma (or equivalent); Bachelor’s degree preferred.
Bilingual fluency required (English/Spanish).
2 to 3 years combination of experience and education in customer service; prefer 1 to 2 years in loan processing or loan operations in a financial institution or credit union.
Working knowledge of mortgage loans and Federal regulations preferred.
Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
Preference for working in organizations that place priority on teamwork and collaboration
Ability and willingness to work beyond normal work hours, as needed.
Strong written and verbal communication skills.
Excellent interpersonal skills and initiative.
Knowledge and understanding of related legal and regulatory standards and loan documentation.
Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, designing forms, and other offices procedures and terminology.
Mathematical skills including calculating figures and amounts such as discounts, interest, commissions, proportions, percentages, areas, circumference and volume, and ability to apply concepts of basic algebra and geometry.
Ability to effectively plan and prioritize work.
Ability to form and maintain strong relationships with internal and external customers.
Proficiency with Microsoft Word, Excel.
Ability to demonstrate Self-Help's Core Values:
Mission Before Self
Service With Excellence
Embracing & Promoting Change
Results Not Credit
Diversity as a Strength
Financial Sustainability for Mission Impact
Salary range- MIN $24.50 MID $24.81 MAX $26.76
Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Company Disclaimer:
Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.
Numbers & Facts
| Location | South Gate, Wisconsin |
| Industry | Financial Services |
| Company Size | 100 to 499 employees |
| Year Founded | 2008 |
About Company
Self-Help Federal Credit Union was formed in 2008 to build a network of credit union branches to operate on a scale uncommon in the community development industry. Through a series of mergers, acquisitions, and new branch launches, in California, Illinois, and Florida we are building a community development credit union that aims to provide high-impact financial services to working class communities.
Self-Help Federal now has 22 branches, Over $600 million in assets, and serves over 80,000 people. We are committed to delivering safe and affordable savings, transparently-priced accounts and a full suite of loans – small dollar, citizenship, unsecured consumer, auto, and mortgage – often to borrowers who could not access responsible services elsewhere.
Self-Help Federal is part of the Self-Help family of non-profit organizations with a common mission and leadership. Over its 36-year history, Self-Help has learned that access to responsible savings, loans, and transactions is key to financial security, family healthy, and improved opportunity for low-income families. Self-Help has delivered $6.8 billion in financing through almost 102,000 loans to families, individuals, and organizations across the nation.