If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
This is a position that includes the receipt, review, and upload of all electronic documents related to the mortgage loan process to the Credit Union’s mortgage loan origination system, as well as facilitating MLO understanding of the electronic signature and documentation process. In this position, one is tasked with ensuring a smooth member experience and efficient gathering of vital information during the mortgage loan process.3
Responsibilities:
(10 %) Upload eSigned member documents and completed verifications into the appropriate loan imaging system
(10 %) Send email verification requests to members or employers as needed
(30 %) Key requests for verification of employment and/or income, tax transcripts or DocuSigned forms into third-party vendor sites.
(20 %) Return completed requests to lender or processor and act as a liaison with verifier to communicate additional information
(10 %) Advise requesting processors on best practices for navigating income verification.
(10 %) Answer in-bound and departmental phone calls
(10%) Maintain department tracking reports
Required Education & Experience (Knowledge, Skills, & Abilities):
HS Diploma or GED
0-2 years relevant experience
Able to key data accurately and efficiently
Preferred Education & Experience (Knowledge, Skills, & Abilities):
Associate or 2-year degree
Proficiency with MS Office
Minimum of two years of Credit Union experience preferred
Work Environment & Physical Requirements:
Hybrid position – some in-office work required
Sitting for prolonged periods
Computer use for prolonged periods
Telephone use for prolonged periods
Must be able to type and answer telephone
Some office noise, (phones, typing, co-workers)
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App.
Since 1937, we've provided financial services to employees of the State of North Carolina, public boards of education, and employees of associations formed for the benefit of State employees, as well as their immediate family members. We are the trusted provider of financial services for millions of members. And, according to Forbes Magazine, we're the best credit union in North Carolina.
State Employees' Credit Union (SECU) is an Equal Housing Opportunity lender and federally insured by NCUA. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
See full social media terms and conditions by accessing our Terms of Use at ncsecu.org/legal
