Mortgage Coordinator / Lending Specialist

JOB DESCRIPTION
Job Title: Mortgage Coordinator / Lending Specialist

1. Reports directly to the Vice President of Consumer Lending and the Vice President
of Loan Operations.
2. Conduct loan interviews and take loan applications in person and over the phone.
3. Prepare loan papers, including mortgage papers, for closing.
4. Coordinate all mortgage / home equity loans, including all follow up papers,
mortgage documents, property reports, title insurance, homeowners’ insurance,
bring-downs, satisfactions and mortgage balance verifications as well as pay-offs
and home equity advances, mortgage modifications, subordinations and
evaluations.
5. Post loans on the computer and balance at the end of the day.
6. Disburse or close all types of loans.
7. Cross-sell all credit union products.
8. Daily handling of phone calls regarding Visa and loans; Completion of any
necessary action for each phone call.
9. Assemble applications for review.
10. Process and post indirect loans as well as unsecured and secured loans.
11. Notify members of any loans approved and schedule loan closings if needed.
12. Disburse or post all types of loans.
13. Drop off Beaver County mortgages to the Recorder of Deeds office if needed.
14. Maintain working knowledge of loans and visa.
15. Develop a working knowledge of all credit union products and services.
16. Handle loan corrections.
17. Monitor Home Equity Line of Credits for maturity date and offer draw period
extensions when qualified.
18. Handle loan payroll deduction problems.
19. Notary work for both the credit union and credit union members.
20. Understand and comply with all compliance issues affecting lending, including Bank
Secrecy.
21. Assist in all areas directed by the President / CEO and the Vice Presidents of the
loan department.