Description:

Responsible for reviewing home equity loan requests and assisting Credit Union members with closing their loan.

Principal Duties and Responsibilities

• Handle file set-up for home equity loans which includes providing appropriate disclosures to members, speaking with members about their loan terms, and reviewing the loan for closing

• Perform daily review on the Home Equity pipeline

• Process Closing Docs for home equity loans

• Process Property Condition Reports for Home Equity Loans

• Process Verification of Employment for Home Equity Loan applicants

• Perform booking of home equity loans

• Input home equity loan data into daily Excel spreadsheets

• Perform other duties as assigned

• The selected candidate will be responsible for ensuring the security and confidentiality of all account and related information which is part of their work and for ensuring that his/her work is in compliance with all applicable laws and regulations including, but not limited to, the Bank Secrecy Act.

Skills:

home loan, Data entry, member service, Microsoft office

Top Skills Details:

home loan

Additional Skills & Qualifications:

Minimum Qualifications

• High school diploma or GED

• Minimum of 2 years of previous experience, preferably in a credit union environment

Preferred Qualifications

• Experience in mortgage lending

• Previous customer service experience

Knowledge, Skills & Abilities

• Skilled in Microsoft Office software (e.g., Word, Excel, Access, PowerPoint) gained through either work experience with the software or education and hands-on use of the software

• Knowledge of Loan Link and Episys System

• Ability to exercise excellent member and customer service skills

• Skilled in above average interpersonal and communication skills and professional telephone manners

• Ability to perform basic math calculations and analyze data

• Ability to perform in a fast paced environment, handle multiple tasks and function as an integral part of a team in a diverse environment

• Ability to interact professionally with all employees and members

• Ability to learn quickly and adapt well to change

• Ability to self-motivate with strong organization skills and capacity for attention to detail

• Ability to speak, read, and write Spanish is a plus

• Ability to effectively communicate with all levels both verbally and written

• Ability to effectively prioritize work and meet deadlines

• Ability to maintain satisfactory performance and attendance

• Ability to pass applicable Credit Union pre-hire compliance checks

About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

Diversity, Equity & Inclusion

At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through:

• Hiring diverse talent

• Maintaining an inclusive environment through persistent self-reflection

• Building a culture of care, engagement, and recognition with clear outcomes

• Ensuring growth opportunities for our people

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.