Real Estate Processing Specialist II

Bellco; Greenwood Village (CO); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) with company match

Supplemental Life Insurance

Paid Vacation

Paid Sick Days

Paid Holidays

Job summary

Bellco Credit Union is seeking a Real Estate Processing Specialist to support the Real Estate Processing Department. You will process Home Equity loans, review income, and assess valuations and title reports to ensure top‑notch member service. Collaboration with multiple teams and vendors is essential.

The role emphasizes accurate document preparation, adherence to regulatory guidelines, and meeting SLA goals while educating members on Home Equity products and services.

Qualifications

• 3 years’ experience in loan processing, preferably in real estate lending.
• Bachelor’s degree in related field preferred or equivalent experience.
• Strong communication and interpersonal skills are essential.

Responsibilities

• Demonstrates Bellco’s core values in all member interactions.
• Process Home Equity loans, review income, valuations, and title reports.
• Coordinate with departments and vendors to satisfy loan conditions.
• Maintain daily communications with members and provide loan updates.
• Use internal reports to monitor service levels and task completion.
• Assist with pipeline reviews and cross-team collaboration.

Skills

Communication

Organizational skills

Interpersonal skills

Presentation

Time management

Analytical thinking

Multitasking

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Real estate origination systems

Job description

Bellco Corporate Offices, 7600 E Orchard Rd, Greenwood Village, Colorado, United States of America

Job Description

Application deadline is 5 days after the date the role was posted.

Thank you for your interest in Bellco Credit Union!We’re a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936. Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You’re a part of something more at Bellco—a place you can be proud of.

LOCATION: Meridian DIVISION: CMXO

FUNCTION DESCRIPTION:

The Real Estate Processing Specialist will support the Real Estate Processing Department by processing Home Equity loans, reviewing income, home valuations, and reviewing title reports. This role plays an important part in providing best in class service to our members. This position will work in collaboration with other departments and partners.

ORGANIZATIONAL RELATIONSHIPS:

Contacts: All levels of credit union employees, internal and external auditors, and vendors.

QUALIFICATIONS/REQUIREMENTS:

Experience:

• 3 years’ experience in loan processing, preferably in real estate lending.
• Experience calculating W2 income and personal tax returns
• K nowledge of real estate lending and processing with an understanding of loan to value calculations and document preparation.

Education: Bachelor’s degree in related field or equivalent experience preferred

Skills:

• Must possess strong communication, organizational, presentation, member service and interpersonal skills.
• Make sound decisions based upon department procedures, company guidelines and policies.
• Ability to multi-task in a fast-paced environment, while still being detailed and results oriented.
• Demonstrates strong analytical/problem solving and time-management skills
• Strong PC skills to include Microsoft Word, Excel, and Real estate origination systems

ESSENTIAL FUNCTIONS:

• Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments.
• Completes activities and SLA goals associated with Real Estate – Processing. Responsible for the thorough review and documentation of loan documents provided by the members and 3rd party vendors to satisfy required conditions which includes income documents, title, and appraisal reports.
• Manages and distributes loan conditions which are received through a variety of channels
• Daily communication with members, via their channel of choice, to provide updates and expectations throughout the loan process.
• Educate members on Home Equity products and assist members with all inquiries. Offers other products and services that meet members financial needs.
• Utilize internal reports and dashboards to maintain required service levels and ensure all daily tasks are completed.
• Work in collaboration with other team members in Home Equity and other business areas.
• Prepare and participate in regular pipeline reviews with management to ensure daily tasks are met.
• Assist with coverage for co-workers to maintain member communication and processes to meet service level agreements.
• Contact vendors as needed to clarify data and reports received to thoroughly process loan.
• Ensure compliance with regulatory, and Agency requirements including but not limited to RESPA, Homeowner’s Protections Act of 1998, SCRA, Fair Credit Legislation, HMDA, and CFPB.
• Deliver best in class member experience within all loan channels and points of contact.
• Regular and punctual attendance.

Management retains the discretion to add to or change the duties of the position as business need dictates.

WORKING CONDITIONS:

Bellco Credit Union provides a comprehensive benefits package to employees, including:

• Medical
• Dental
• Vision
• 401 (k) with company match
• Supplemental Life Insurance
• Paid Vacation
• Paid Sick Days
• Paid Holidays

In addition to base compensation, Bellco Credit Union offers bonuses for the following roles:

• Non-exempt branch roles may earn monthly bonuses for meeting production goals and quarterly bonuses for meeting team goals.
• Exempt branch roles may earn quarterly bonuses for production and team goals.
• Exempt non-branch management roles may be eligible for an annual managerial bonus.
• Non-branch non-management roles may be eligible for on-the-spot bonuses for extraordinary performance.

Bellco Corporate Offices, 7600 E Orchard Rd, Greenwood Village, Colorado, United States of America