Citadel Credit Union

General

• Effectively manage a pipeline of 50+ loans.
• Manage all workflows from the time that the loan is assigned to the Processor until the loan is cleared to close.
• Meet all Quality Service Standards (QSS) established by Management for loans in process.
• Direct contact with Members to obtain documentation needed for the processing of all loan products.
• Obtain and review all required documentation for submission to Underwriting and update Encompass accordingly.
• Order all services required for the loan product in accordance with Fannie Mae Guidelines.
• Prepare change of circumstance redisclosures to ensure the meeting of critical compliance timelines.
• Review for accuracy and provide to the borrower to obtain signatures.
• Meet all important mortgage dates including commitment and closing dates.
• Loans to be submitted to closing within established TRID timeframes.
• Post fees for appraisal orders.
• Cross sell title services, and upsell other product opportunities to Members.
• Create a positive interface between the Members and all Citadel internal partners to increase Net Promoter Scores.
• Suggest ways to improve the overall operational efficiency of the Processing function.
• Assist Teammates to meet Mortgage Department Volume Goals and QSS on a monthly basis.
• Answer status calls and provide updates to Members, Retail Offices, Call Center, and third-party interests as requested.
• Process Home Equity loans as required by Management.
• Other Administrative and Processing tasks as needed or required by Management.

Mortgage Processor