Mortgage Loan Coordinator

Are you passionate about making a positive impact in the community you live in? Do you want to be on the forefront of paving the way to financial freedom for the members we serve? At GECU, our Core Values drive our Culture: Advocate, Integrity, Accountable, Dedicated and Passionate. Come grow your career with an award- winning team!

BASIC RESPONSIBILITIES
Responsible for the front counter operations of the Mortgage department, including greeting, onboarding, and assisting members and vendors in person and by phone. Manages appointment scheduling, departmental supplies, and equipment. Processes incoming and outgoing mail prepares and routes documents, and updates records. Provides support to mortgage origination, mortgage servicing, and completes administrative functions to help maintain smooth departmental operations and adherence to established policies, procedures, and regulations.

TYPICAL DUTIES

• Provides clerical support to the Mortgage Department, including answering phones, scheduling appointments, mailing letters, signing in members, distributing mail, and ordering supplies.
• Assists with onboarding members to apply for mortgage loans online.
• Assigns incoming Blend leads and files to Processors.
• Orders title search requests, Social Security verifications, IRS transcripts, General Service Administration (GSA), and Limited
• Denial Participation (LDP) checks for all loan applications.
• Monitors incoming mortgage loan packages and forwards to Mortgage Servicing for post-audit.
• Scans member documents and forwards them to the appropriate mortgage employee.
• Monitors member pick-up checks/documents for the Mortgage Department.
• Releases holds on completion certificates for home improvement loans.
• Submits tickets to the Fulfillment Department for mortgage research/document requests.
• Assigns and tracks employee mortgage referrals and Medallia surveys.
• Prepares coversheets for documents that need to be sent to Document Management for Imaging.
• Assists Mortgage Servicing with insurance tasks.
• Images and submits vendor invoices to the Accounting Department; assists with collecting invoices from appraisal companies.
• Assists with reconciling the property survey/general ledger log for the Accounting Department.
• Obtains the monthly report for Prosperus Title and Escrow.
• Supports the issuance of monthly promotional HEL gift cards to members.
• Responsible for updating department records such as Employee Emergency Contact Information, the department directory, and laptop inventory and PC names as needed.
• Assists Mortgage Business Development Officers with assembling materials for offsite events.
• Assists management with special projects.
• Maintain and understand compliance to ensure that work complies with GECU’s established policies, procedures, and applicable regulations, including Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Member Identification Program (MIP), and Office of Foreign Asset Control (OFAC).
• Other duties may be assigned or required in connection with the general operation of the credit union.