Credit Union:

Rogue Credit Union


Medford, OR



Job Description:

Works directly with the Mortgage Loan Originator to create an exceptional experience for every mortgage member during the loan process through to the funding of their loan. Provides proactive communication and progress reports to all involved parties. Provides loan coordination and document collection in an effective, member-focused manner.

Essential Functions & Responsibilities:

45% Reviews and processes real estate loan files to verify that application data is complete and meets Credit Union and secondary market standards. Maintains real estate loan processing files, sends document verifications as necessary, updates loan origination software with loan information, prepares and bundles real estate loans for underwriting submission, and contacts members for any loan documentation necessary to fulfill underwriting conditions. Works on loan files varying in complexity under the guidance of an experienced team member.

40% Ensures workflow efficiency along with the assigned Mortgage Loan Originator while maintaining an exceptional loan experience for the member. Reviews assigned production reports to monitor file activity in a timely manner. Ensures commitment dates are met in accordance with service level agreements (SLA) set for the department.

5% Stays current and compliant with applicable regulations and Rogue Credit Union policies and guidelines. Learns and utilizes various in-house technical systems and programs to provide optimal support to assigned Mortgage Loan Originator.

5% Serves as the face of the Credit Union, builds rapport and ensures a pleasant experience which creates Loyal Member relationships. Stays up to date on Rogue Credit Union’s products and services.

5% Proactively performs other duties as needed or assigned.