ESSENTIAL FUNCTIONS:
Administrative Support
• Sort and distribute income and outgoing mail.
• Setup loan files for electronic imaging.
• Print, mail, and document mortgage loan disclosures for each second loan file and each first without electronic consent in accordance with regulatory timeframes.
• Collect and disburse incoming loan documentation to loan processor, loan officer or other lending team member, as appropriate.
• Distribute interoffice memos and mail daily including logging receipt of final loan documents.
• Scan loan closing documents.
• Ensure loan filing is current and complete and maintain file vault in good order.
• Answer incoming phone calls and assist or transfer to appropriate team member.
• Process incoming checks using Symitar for loan payoffs.
• Schedule pickup and delivery of loan packages and documentation.
• Prepare and maintain daily logs and document incoming re-conveyances.
• Manage incoming faxes and distribute on a routine basis.
• Organize and file incoming final title policies, recorded deeds of trust and closing statements.
• Locate and distribute loan files as requested by the staff, lending partners and/or regulatory authorities.
• Record, box, and ship closed, cancelled, denied and paid-off loans to storage facility.
• Organize office supplies in designated area and order as needed.
• Ensure proper mortgage disclosures are located within file prior to loan audit.
• Prepare and process re-conveyances on first mortgages with servicing department.
• Prepare second mortgage demand statements when requested.
• Process subsequent re-conveyance documentation with outsource vendor.
• Prepare, review and submit pre- and post-closing quality control audit files on a timely basis.
• Maintain info store loges for easy tracking of boxes sent to storage.
Member Support
• Safeguard Member sensitive information, and ensure information is secure at the end of each workday for lending departments supported.
• Research and resolve Member and team member questions as directed.
• Represent RCU in a courteous and professional manner at all times.