Senior Mortgage TPO Client Solutions Expert

First Tech Federal Credit Union; Hillsboro (OR); Hybrid; USD 42,000 - 47,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Generous 401(k) match

Paid time off and holidays

Employee discounts on lending products

Job summary

First Tech Federal Credit Union is seeking a Senior Mortgage TPO Partner Support Specialist in Hillsboro, OR for a hybrid role. You will serve as a client-focused expert throughout the loan process, explaining programs, negotiating terms, and coordinating with Mortgage Operations to keep workflows flowing smoothly.

The ideal candidate has 5+ years in mortgage loan administration with TPO experience, strong TRID knowledge, and proficiency in Encompass and TPO Connect.

Qualifications

• Minimum five years’ experience in mortgage loan administration; including a minimum of two years’ TPO experience.
• Ability to work autonomously in a fast-paced environment to meet deadlines and SLAs.
• Excellent verbal and written communication across all levels.
• Proven ability to meet client expectations and requirements.
• Strong knowledge of TRID regulations.
• Advanced knowledge of Microsoft Office and loan operations software (Encompass & TPO Connect).
• Education: High School diploma; Licensure: NMLS certified.

Responsibilities

• Act as a contact and subject matter expert for clients during the entire loan process, obtaining required documentation.
• Explain loan programs and negotiate mortgage loan terms with clients.
• Partner with Mortgage Operations to assure timely responses and communications to and from the member and broker.
• Maintain expert product and procedure knowledge and consult with clients to ensure real estate products meet client needs.
• Build and maintain relationships with internal partners to strengthen interdepartmental relationships and attract new clients.
• Maintain compliance with federal, state and credit union rules and regulations.
• Actively prospect for new broker clients through existing relationships, industry partners, social media and events.
• Assist clients with systems issues, underwriting questions and pricing questions.
• Monitor volume pipeline to ensure monthly goals are achieved.

Skills

Mortgage admin

TPO experience

Autonomy

Communication

Client relations

TRID knowledge

Education

High School diploma

NMLS certified

Tools

Encompass

TPO Connect

MS Office

Job description

First Tech Federal Credit Union is seeking a Senior Mortgage TPO Partner Support Specialist in Hillsboro, OR for a hybrid role. You will serve as a client-focused expert throughout the loan process, explaining programs, negotiating terms, and coordinating with Mortgage Operations to keep workflows flowing smoothly.

The ideal candidate has 5+ years in mortgage loan administration with TPO experience, strong TRID knowledge, and proficiency in Encompass and TPO Connect.