Sr. Mortgage TPO Partner Support Specialist

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

Benefits offered by this job

Health benefits

401(k) match

Paid time off

Paid holidays

Employee pricing on lending products

Job summary

First Tech Federal Credit Union in Hillsboro, OR is seeking a Senior Mortgage TPO Partner Support Specialist to assist Account Managers with accurate submission of loan files and documentation to Mortgage Operations. The role emphasizes strong client communication and interdepartmental collaboration.

You will support brokers, ensure regulatory compliance, and help manage the volume pipeline to achieve monthly goals in a hybrid work environment.

Qualifications

• Minimum five years’ mortgage loan administration experience, including at least two years in TPO.
• Ability to work autonomously in a fast-paced environment to manage time and meet deadlines.
• Excellent verbal and written communication with all levels of the organization.
• Proven track record of meeting or exceeding client expectations.
• Strong knowledge of TRID and mortgage processes.

Responsibilities

• Serve as contact and subject-matter expert for clients during the loan process.
• Explain loan programs and negotiate mortgage terms with clients.
• Coordinate with Mortgage Operations for timely responses and communications.
• Maintain knowledge of products and procedures to meet client needs.
• Build relationships with internal partners to strengthen cooperation and attract clients.
• Ensure compliance with federal, state, and credit union rules.

Skills

Mortgage loan administration

TPO experience

Time management

Clear communication

TRID knowledge

MS Office

Encompass

TPO Connect

Education

High School diploma

NMLS certification

Tools

Encompass

TPO Connect

Microsoft Office

Job description

Description

The Senior Mortgage TPO Partner Support Specialist supports the Account Managers in ensuring the comprehensive and accurate submission of loan files and related documentation to Mortgage Operations, optimizing file flow.

The Senior Mortgage TPO Partner Support Specialist supports the Account Managers in ensuring the comprehensive and accurate submission of loan files and related documentation to Mortgage Operations, optimizing file flow. Here’s what you can expect from the job and what you need to be successful:

What You’ll Do

• Act as a contact and subject matter expert for clients during the entire loan process, obtaining required documentation including financial information to evaluate loan applications and their risk, providing ongoing client updates
• Work directly with clients to explain loan programs and negotiate mortgage loan terms
• 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 individual client needs
• Build and maintain relationships with internal business partners (i.e. assigned branch staff, underwriters, etc.) for the purpose of strengthening interdepartmental relationships and attracting new clients
• Maintain compliance within federal, state and credit union rules and regulations
• Actively prospect for new broker clients through existing relationships, industry partners, social media and industry networking events
• Assist clients with any systems issues, underwriting questions and pricing questions
• Monitor volume pipeline to ensure monthly goals are achieved

Essential Skills

• 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 manage time effectively and prioritize work appropriately to meet deadlines and SLAs
• Exceptional ability to communicate clearly (verbal and written) with all levels within organization
• Proven skills and commitment in meeting or exceeding client expectations and requirements
• Ability to apply logic to situations and make common-sense analysis of a credit package
• Strong knowledge of TRID
• Advanced knowledge of Microsoft Office Suite and knowledge of loan operations software (i.e. Encompass & TPO Connect)
• Minimum Education: High School diploma
• Certification/License: Ability to be NMLS certified

Location

Hillsboro Corporate Office – Hillsboro, OR 97124 (HYBRID)

Target Compensation

$30.75 to $34.00 hourly + monthly commissions

#INDHI

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Who We Are

Every great journey begins with a bold idea—and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.

Employees Are Eligible For

• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
• Paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)

Employment Statements

First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to [e-mail] and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

First Tech is not currently offering Visa transfer/sponsorship for this position.