Junior Underwriter & Documentation Specialist

Ancorum Credit Union; Bath (ME); On-site; USD 35,000 - 54,000; Full time

Job summary

Ancorum Credit Union in Bath, ME is seeking a Full-Time Non-Exempt Loan Operations Assistant to handle denial and cancellation packets, archive loan documents, and maintain tracking sheets. You will support underwriters, enter approvals, and retrieve loan files, while ensuring accuracy and adherence to policies.

Proficiency with MS Office and strong data-entry skills are essential, along with excellent member service.

Qualifications

• Reliability attendance during scheduled hours.
• Proficiency with Microsoft Office Suite; Excel and Outlook.
• Accurate data input and archiving documentation.
• Strong written and oral communication, organizational skills, and attention to detail.
• Excellent interpersonal and member service abilities.

Responsibilities

• Complete denial packets within compliance time frames.
• Complete cancellation packets promptly.
• Scan loan documentation from closings to archives (Synergy & DocuSign).
• Update the loan cancellation sheet daily with reports and reasons for tracking.
• Assist with loan closings by ensuring information is complete and packets are properly assembled.
• Assist Underwriters with approvals, review, and document notes.
• Retrieving loan documents for staff when requested.
• Complete Real Estate Discharges and maintain related records.
• Keep Totaled Vehicles tracking sheet up to date and follow up as needed.
• Back up title processing as needed.
• Verify information in Epysis via daily reports.
• Actively promote the Credit Union and cross-sell products and services.
• Ensure compliance with applicable policies and regulations.
• Perform other duties as assigned.

Skills

Excel

Outlook

Data entry

Attention to detail

Member service

Tools

Synergy

DocuSign

Job description

Ancorum Credit Union in Bath, ME is seeking a Full-Time Non-Exempt Loan Operations Assistant to handle denial and cancellation packets, archive loan documents, and maintain tracking sheets. You will support underwriters, enter approvals, and retrieve loan files, while ensuring accuracy and adherence to policies.

Proficiency with MS Office and strong data-entry skills are essential, along with excellent member service.