[Remote] Home Loan Internal Production - Home Loan Advisor Assistant I (Remote in Walnut Creek, CA only)

Note: The job is a remote job and is open to candidates in USA. Golden 1 Credit Union is seeking a Home Loan Advisor Assistant I to support Home Loan Advisors with daily activities and member experience. The role involves managing clerical and administrative loan processing duties, assisting in pipeline management, and coordinating marketing efforts.

Responsibilities

• Assist in the origination of home loan applications
• Perform daily pipeline management to ensure optimal member experience
• Coordinate with Home Loan Operations to facilitate to collection of personal financial documents from the members to ensure timely file flow to coordinate with our required turn time goals
• Maintain a thorough knowledge of state and federal laws and regulations related to credit union compliance, including; BSA, AML, TILA, GBL, RESPA, ECOA, Fair Lending and others that are appropriate to the position
• Coordinate with the HLA and Management on HLA database management
• Assist HLA in the development of HLA specific marketing materials
• Coordinate development of presentations for HLA for meetings, conferences and other events as required, including the preparation of reports as required
• Attend marketing, broker, and networking events and open houses
• Attention to detail, systematic approach, creative problem solving and exemplary communication skills are necessary to assist the team’s efforts in servicing our members
• Act as liaison between HLA, HLP and any other party involved in the facilitation of the Home Loan Transaction
• Performs other jobs as may be assigned that may be moderately complex in nature where judgment is required in resolving problems or obstacles

Skills

• Associate's degree or equivalent work experience in administrative function or Home Loan Sales or Operations
• One or more years' experience in Home Loan or Real Estate industry preferred
• Maintain knowledge of FNMA guidelines, ATR guidelines, HDMA, home loan and equity products and turn time goals
• Effective oral and written communication skills required to interact with credit union staff, management and all member channels with the ability to constructively follow-up on member inquiries
• Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone
• Effective technology and reporting skills are required to support origination activities
• Must have ability to learn and demonstrate Golden 1 Credit Union culture
• A valid California driver's license required
• MLO/NMLS Registration required: An individual in this position may sometimes assist Mortgage Loan Originators with tasks requiring a license as defined by the S.A.F.E. Act and whose responsibilities include taking applications and discusses terms and negotiates rates on loans secured by real property
• One or more years' experience in Home Loan or Real Estate industry preferred
• Encompass LOS experience preferred but not required

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