Home Equity Loan Processor I — Hybrid (2 days in office)

TruMark Financial Credit Union; Fort Washington (Montgomery County); Hybride; USD 60 000 - 75 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision

401(k) benefits

Hybrid work model

Career development

Community impact

Résumé du poste

TruMark Financial Credit Union in Fort Washington, PA, is looking for a Home Equity Loan Processor I to support members through the home equity lending process from application to closing. You will collaborate with members, loan officers, underwriters, and third-party vendors to ensure files are complete, compliant, and move toward timely closings.

This full-time hybrid role requires at least two years in consumer loan processing, a high school diploma (associate or bachelor’s preferred), and an

Qualifications

• Two years of consumer loan processing or underwriting support experience.
• NMLS Mortgage Loan Originator (MLO) registration required.
• Fort Washington, PA in-office location.

Responsabilités

• Review home equity loan applications and documents for completeness and compliance.
• Coordinate with members, loan officers, underwriters and vendors to obtain docs.
• Prepare lending disclosures per applicable regulations.
• Order/appraise and review required loan documentation (appraisals, title, flood certs).
• Perform quality checks on loan files before underwriting and closing.
• Manage a pipeline of home equity applications and follow up on items.
• Document member/vendor communications in the LOS.
• Prepare files for closing and ensure proper disbursement.
• Educate members on the process and provide regular updates.
• Identify opportunities to connect members with additional financial products.
• Maintain compliance with credit union policies and lending regs.

Connaissances

Attention to detail

Organization

Communication

Time management

Lending products knowledge

Loan documentation

Lending regulations

Loan origination systems

Microsoft Office

Banking platforms

Formation

High school diploma or equivalent

Associate or bachelor’s degree in business, finance, or related field preferred

Description du poste

TruMark Financial Credit Union in Fort Washington, PA, is looking for a Home Equity Loan Processor I to support members through the home equity lending process from application to closing. You will collaborate with members, loan officers, underwriters, and third-party vendors to ensure files are complete, compliant, and move toward timely closings.

This full-time hybrid role requires at least two years in consumer loan processing, a high school diploma (associate or bachelor’s preferred), and an