Mortgage Fulfillment Specialist

Westerra Credit Union

Parker (CO)

Hybrid

USD 30,000 - 37,000

Full time

4 days ago

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Benefits offered by this job

Health plans

Dental plans

Life and AD&D insurance

Paid time off (PTO)

Volunteer time off (VTO)

Paid holidays

401(k) match

Education reimbursement

Parental leave

Employee Assistance Program (EAP)

Learning & development programs

Job summary

Westerra Credit Union in Parker, CO, is seeking a Mortgage Fulfillment Specialist to support Third Party Originated loans. You will verify data, ensure proper labeling, and coordinate with TPO partners for corrected documents.

The role includes post-closing tasks and ensuring compliance with procedures. With 1–3 years in mortgage support, you will manage loan packages, disclosures, and documentation accuracy while using MS Office and mortgage origination systems.

Qualifications

1–3 years of mortgage loan officer assistant, processing, loan setup, closing support, or administrative mortgage experience.
Experience working with correspondent or broker-originated loans preferred.
Knowledge of RESPA, TILA, HMDA, Regulation B and Z.

Responsibilities

Review initial TPO loan packages for completeness and basic eligibility.
Verify loan structure aligns with product guidelines and documentation requirements.
Prepare files for underwriting and label documents in the document manager.
Coordinate with TPO partners to obtain corrected or trailing documents.
Support post-closing activities, including reviewing closing documents for accuracy.
Maintain accurate notes and status updates in internal systems.

Skills

Attention to detail

Time management

Procedures and checklists

Strong communication

Professional communication

Clerical tasks

Mortgage documentation knowledge

Microsoft Office

Mortgage loan origination systems

Tools

Microsoft Office

Mortgage loan origination systems

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Regular Full-Time Support Parker, CO, US

15 days ago Requisition ID: 2501

Why Westerra?

At Westerra Credit Union, we believe You Can Do Money. It is more than just a phrase. It is a mindset that shapes how we empower each other and our members to take control, grow, and thrive financially. Our culture is built on beliefs that guide how we show up every day. We focus on being member-obsessed, radically transparent, relentlessly collaborative, and always learning in motion. These are not just words. They are the heart of everything we do. Inspired by our vision to Out-Love Every Bank in Colorado, we bring genuine care and dedication to every member interaction. Our mission to teach, guide, and ignite members to own their financial future drives us to create meaningful, personal connections.

This mission comes alive through our MX Code, which encourages us to anticipate needs, listen deeply with both heart and head, find the best total solution, mark the moment, and truly own the impact we make. This is how we translate our strategy into experiences that matter. When you join Westerra, you become part of a vibrant community where innovation, openness, and collaboration are not just ideals; they are daily practices. Everyone is invited to bring their authentic selves, curiosity, and passion to the table. Together, we learn, grow, and thrive, committed to making a real difference for our members and one another. Because at Westerra, we do not just talk about money, we believe you can do money.

What is the role?

The Mortgage Fulfillment Specialist is responsible for supporting Third Party Originated (TPO) mortgage loans through accurate loan setup. This includes administrative review to ensure loans are properly structured with accurate documents and labeling prior to being submitted to underwriting.

This position serves as a key operational support role for TPO partners by reviewing full initial loan packages for completeness, verifying data accuracy within the loan origination system, and confirming that loan terms, documentation, and structure align with Westerra requirements. The role also provides clerical post‑closing support by reviewing executed documents and working with TPO partners to obtain corrections or trailing documentation as needed.

All duties are performed in accordance with established Mortgage Operations procedures, and Westerra policies.

What will be expected of me?

Ordering and uploading third party reports via fraud report or flood certs

Review initial TPO loan packages for completeness, accuracy, and basic eligibility prior to submission to underwriting.

Verify loan structure aligns with product guidelines and minimum documentation requirements are met

Review required disclosures, applications, and supporting documentation for accuracy and consistency across the loan file.

Serve as an operational point of contact for TPO partners regarding loan setup questions, document requirements, and clerical corrections.

Prepare loan files for underwriting by confirming required documentation and labeling all documents within the document manager.

Assist with post‑closing administrative responsibilities, including:
- Reviewing executed closing documents for accuracy and completeness
- Verifying signatures, dates, and notarizations are correct
- Identifying document deficiencies or errors

Coordinate with TPO partners to obtain corrected documents, trailing documents, or updated post‑closing items.

Track outstanding post‑closing documentation and follow up to ensure timely receipt.

Maintain accurate notes and status updates within internal systems to support pipeline visibility.

Ensure all activities comply with internal procedures, investor requirements, and regulatory standards.

Perform other clerical and administrative duties as assigned to support the Mortgage Operations team.

Will I have Direct Reports? No

Experience/Education:

1–3 years of mortgage Loan officer assistant, processing, loan setup, closing support, or administrative mortgage experience

Prior experience working with correspondent, or broker‑originated loans strongly preferred

Knowledge of RESPA, TILA, HMDA, Regulation B and Regulation Z requirements

Working knowledge of mortgage lending and consumer loans desired

Skills and Abilities:

Strong attention to detail with a high level of accuracy

Solid organizational and time‑management skills

Ability to follow defined procedures and checklists consistently

Clear written and verbal communication skills

Professional and responsive communication style when working with internal and external partners

Ability to manage repetitive clerical tasks while maintaining quality standards

Basic understanding of mortgage loan documentation and terminology

Proficiency in Microsoft Office and mortgage loan origination systems

Ability to prioritize workload and meet established deadlines

Maintains confidentiality and handles sensitive information appropriately

Willingness to learn and adapt to changing processes and requirements

What is the work environment like, and are there physical requirements for this role?

Hybrid: Typically, a dispersed, flexible team environment both on Westerra campus (at least 2x/week) and remote. Employees must reside in Colorado or be willing to relocate prior to starting employment. Residency is required for payroll and state tax purposes.

Works primarily at a desk

Salary: in addition to the starting hourly rate of $21.72 - $27.15, this role is also eligible for annual bonus potential tied to Westerra’s financial performance.

What are some of our benefitofferings?