First Technology Federal Credit Union
Senior Partner Support Specialist - Third Party Originations
First Technology Federal Credit Union, Hillsboro, Oregon, United States, 97104
The Senior Mortgage TPO Partner Support Specialist supports the Account Managers in ensuring the comprehensive and accurate submission of loan files and related documentation to Mortgage Operations, optimizing file flow.
Here’s what you can expect from the job and what you need to be successful:
Job Duties
Act as a contact and subject matter expert for clients during the entire loan process, obtaining required documentation including financial information to evaluate loan applications and their risk, providing ongoing client updates
Work directly with clients to explain loan programs and negotiate mortgage loan terms
Partner with Mortgage Operations to assure timely responses and communications to and from the member and broker
Maintain expert product and procedure knowledge and consult with clients to ensure real estate products meet individual client needs
Build and maintain relationships with internal business partners (i.e. assigned branch staff, underwriters, etc.) for the purpose of strengthening interdepartmental relationships and attracting new clients
Maintain compliance within federal, state and credit union rules and regulations
Actively prospect for new broker clients through existing relationships, industry partners, social media and industry networking events
Assist clients with any systems issues, underwriting questions and pricing questions
Monitor volume pipeline to ensure monthly goals are achieved
Essential Skills
Minimum five years’ experience in mortgage loan administration; including a minimum of two years’ TPO experience
Ability to work autonomously in a fast-paced environment to manage time effectively and prioritize work appropriately to meet deadlines and SLAs
Exceptional ability to communicate clearly (verbal and written) with all levels within organization
Proven skills and commitment in meeting or exceeding client expectations and requirements
Ability to apply logic to situations and make common-sense analysis of a credit package
Strong knowledge of TRID
Advanced knowledge of Microsoft Office Suite and knowledge of loan operations software (i.e. Encompass & TPO Connect)
Minimum Education: High School diploma
Certification/License: Ability to be NMLS certified
Location:
Hillsboro Corporate Office – Hillsboro, OR 97124
Target Compensation in Hillsboro, OR:
$31.25 to $34.62 hourly + annual bonus
Benefits options include:
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Accrue up to 17 days of Paid Time Off your first year of employment
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
What makes First Tech different? Click here to learn more!
First Tech is not currently offering Visa sponsorship or transfer for this position.
#J-18808-Ljbffr
Here’s what you can expect from the job and what you need to be successful:
Job Duties
Act as a contact and subject matter expert for clients during the entire loan process, obtaining required documentation including financial information to evaluate loan applications and their risk, providing ongoing client updates
Work directly with clients to explain loan programs and negotiate mortgage loan terms
Partner with Mortgage Operations to assure timely responses and communications to and from the member and broker
Maintain expert product and procedure knowledge and consult with clients to ensure real estate products meet individual client needs
Build and maintain relationships with internal business partners (i.e. assigned branch staff, underwriters, etc.) for the purpose of strengthening interdepartmental relationships and attracting new clients
Maintain compliance within federal, state and credit union rules and regulations
Actively prospect for new broker clients through existing relationships, industry partners, social media and industry networking events
Assist clients with any systems issues, underwriting questions and pricing questions
Monitor volume pipeline to ensure monthly goals are achieved
Essential Skills
Minimum five years’ experience in mortgage loan administration; including a minimum of two years’ TPO experience
Ability to work autonomously in a fast-paced environment to manage time effectively and prioritize work appropriately to meet deadlines and SLAs
Exceptional ability to communicate clearly (verbal and written) with all levels within organization
Proven skills and commitment in meeting or exceeding client expectations and requirements
Ability to apply logic to situations and make common-sense analysis of a credit package
Strong knowledge of TRID
Advanced knowledge of Microsoft Office Suite and knowledge of loan operations software (i.e. Encompass & TPO Connect)
Minimum Education: High School diploma
Certification/License: Ability to be NMLS certified
Location:
Hillsboro Corporate Office – Hillsboro, OR 97124
Target Compensation in Hillsboro, OR:
$31.25 to $34.62 hourly + annual bonus
Benefits options include:
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Accrue up to 17 days of Paid Time Off your first year of employment
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
What makes First Tech different? Click here to learn more!
First Tech is not currently offering Visa sponsorship or transfer for this position.
#J-18808-Ljbffr