Mortgage Loan Assistant

Self-Help Federal Credit Union; Milwaukee (WI); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Strong benefits

Opportunities for growth

Inclusive culture

Job summary

A non-profit financial organization in Milwaukee, WI, seeks a dedicated individual to support mortgage loan processors and assist with loan applications. Candidates should have strong customer service skills and preferably experience in loan processing. Responsibilities include working with applications and supporting the management team. The organization values collaboration, offering a family-like culture and a mission-driven environment. Join us for a chance to make a significant impact in the community.

Qualifications

• 2 to 3 years combination of experience and education in customer service.
• Prefer 1 to 2 years in loan processing or loan operations in a financial institution.
• Working knowledge of mortgage loans and Federal regulations preferred.

Responsibilities

• Work with mortgage loan processors on loan applications.
• Assist mortgage loan officer and processors with tasks.
• Support management with other duties as assigned.

Skills

Customer service

Loan processing

Written communication

Verbal communication

Mathematical skills

Interpersonal skills

Education

2-3 years experience in customer service

1-2 years in loan processing or loan operations

Tools

Microsoft Word

Microsoft Excel

Job description

Work with mortgage loan processors on loan applications in accordance with policies and proceduresAssist mortgage loan officer and processors with other related or administrative tasks Assist and support management by performing other duties as assigned2 to 3 years combination of experience and education in customer service; prefer 1 to 2 years in loan processing or loan operations in a financial institution or credit union.Working knowledge of mortgage loans and Federal regulations preferred.Ability and willingness to work beyond normal work hours, as needed.Strong written and verbal communication skills.Excellent interpersonal skills and initiative.Knowledge and understanding of related legal and regulatory standards and required loan documentation.Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, designing forms, and other offices procedures and terminology.Mathematical skills including calculating figures and amounts such as discounts, interest, commissions, proportions, percentages, areas, circumference and volume, and ability to apply concepts of basic algebra and geometry.Ability to effectively plan and prioritize work.Ability to form and maintain strong relationships with internal and external customers.Proficiency with Microsoft Word, Excel.Ability to demonstrate Self-Help's Core Values:Self-Help is a family of Mission Driven non-profit financial organizations. Our national foot-print means we offer strong benefits and opportunities across the country. Our inclusive collegial culture means that no matter where you're located, you're part of a shared mission. At Self-Help we don't just go to work. We create change - and we do it together. Join Us!