Sr. Mortgage TPO Partner Support Specialist

First Tech Federal Credit Union; Hillsboro (OR); Hybrid; USD 64,000 - 71,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) match

Paid time off

Paid holidays

Employee pricing on lending products

Job summary

First Tech Federal Credit Union is seeking a Senior Mortgage TPO Partner Support Specialist to assist Account Managers in submitting loan files accurately to Mortgage Operations and to optimize file flow for members and brokers.

You’ll act as a SME for clients, explain loan programs, negotiate terms, and partner with Mortgage Operations to ensure timely communication while maintaining compliance and building internal relationships.

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 manage time effectively and prioritize work 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 analyze credit packages.
• Strong knowledge of TRID.
• Advanced knowledge of Microsoft Office Suite and knowledge of loan operations software (Encompass & TPO Connect).
• Minimum Education: High School diploma.
• Certification/License: Ability to be NMLS certified.

Responsibilities

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

Skills

Mortgage industry experience

TPO experience

Client communication

Attention to deadlines

TRID knowledge

Education

High School diploma

NMLS certification capability

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.

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

Who We Are

What makes First Tech different? Click here to learn more!

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.

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