Loan Processor Assistant

Green Country Habitat for Humanity; Tulsa (OK); On-site; USD 36,000 - 48,000; Full time

Job summary

Green Country Habitat for Humanity is seeking a Loan Processor Assistant to support the Homeowner Services team with applications, data entry, and mortgage processing to help families achieve homeownership.

The role requires organization, confidentiality, and effective communication; bilingual English/Spanish is a plus, with HUD certification within 90 days. Experience with CMS and Microsoft Office is preferred.

Qualifications

• Associate degree in accounting or finance or related field.
• Bachelor’s degree in accounting, finance, or related field preferred.
• HUD certification must be obtained within 90 days of employment.
• Experience with mortgage policies, procedures, and regulations is a plus.

Responsibilities

• Assist Homeowner Services with daily responsibilities, including document collection and closings.
• Maintain communication on application status with relevant parties.
• Obtain updated financial statements, credit reports, and other financial information.
• Assemble escrow paperwork and maintain client files in HomeKeeper.
• Maintain confidentiality and ensure compliance with regulations.
• Build relationships with homebuyers, lenders, and customers.

Skills

Bilingual (English/Spanish)

HUD certification within 90 days

Mortgage/escrow process understanding

Confidentiality & compliance

Communication, negotiation, mediation

Time management

Team-oriented, customer service

Education

Associate degree in accounting/finance

Bachelor’s in accounting/finance (preferred)

Tools

CMS

Microsoft Office (Word, Excel, PowerPoint)

Job description

About the Organization Green Country Habitat for Humanity's Mission Statement: Seeking to put God's love into action, Green Country Habitat for Humanity brings people together to build homes, communities and hope.

Description

Summary/Objective

The Loan Processor Assistant is responsible for assisting the Homeowner services team meet their housing goals. Administrative responsibilities include processing homeowner applications, input of applicant and homebuyer tracking data, report generation and mortgage processing.

Essential Functions

• Assist Homeowner Services staff with daily responsibilities, including document collection, closings, and interaction with homeowner applicants.
• Maintain open communication with members of the department as to the status of the applications, and any other required parties to the transaction process.
• Assist in obtaining updated financial statements, credit reports, and other financial information to maintain the applicant file.
• Assembling the packages of escrow paperwork, documents, and forms.

• Maintain official records and documents, and ensures compliance with federal, state, and local regulations.
• Maintain a working knowledge of significant developments and trends in the industry.
• Maintain confidentiality of homeowner and applicant information as required by state and federal regulations.

• Gathers information from the applicant and creates a homeowner file containing personal and financial information.
• Maintaining all client communications in company HomeKeeper accurately and timely.
• Update HomeKeeper client file with all changes throughout relationship.
• Maintain and monitor foreclosure files.
• Performs other duties as required.

Position Requirements

Knowledge, Skills, and Abilities

• Bilingual in English/Spanish is a plus.
• Pass HUD certification within 90 days of employment.

• Demonstrates an understanding of the escrow and mortgage process.
• Ensures policies and procedures are followed.
• Ability to maintain confidentiality of sensitive information.
• Demonstrates strong communication, negotiation, and mediation skills.
• Ability to meet deadlines and program outcomes.
• Knowledge of evaluation and outcome measurement.
• Ability to plan long range goals with the flexibility to change course where appropriate.
• Display a high level of initiative, effort, and commitment towards completing assignments efficiently, work with minimal supervision and demonstrate responsible behavior and attention to details.
• Establish sound working relationships and cooperative arrangements with community groups and organizations to eliminate duplicative services.
• Excellent time management, problem prevention, and problem-solving skills.
• Express information to diverse groups or individuals effectively, considering the audience and nature of the information with the ability to listen to others and respond appropriately.
• Work and communicate with internal and external customers to meet their needs in a polite, courteous, and cooperative manner, committed to quality service.
• Respond appropriately to supervision, follow policies, and cooperate with staff members.

Experience / Education

• Associate degree in accounting or finance.
• Bachelor’s degree in accounting, Finance, or related field preferred.
• Previous loan documentation experience.
• Knowledge of mortgage policies, procedures, state, and federal regulations.
• Proficient in the operation of intermediate level office equipment and software programs; including but not limited to: Client Management Systems (CMS), Microsoft Suite (Word, Excel, PowerPoint).
• Knowledge to assemble, analyze and report data and information in a clear, precise, and objective manner.
• High degree of organizational and time/people management ability.
• Must be understanding, non-judgmental, solutions oriented and a problem solver.
• Ability to build positive and strong relationships with potential homebuyers, key lenders, and customers.
• Excellent interpersonal, oral, written and communication skills, and ability to work effectively on a team.

Full-Time/Part-Time Full-Time

This position is currently accepting applications.

EOE Statement

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.