Real Estate Processing Representative-Hybrid

Location US-CA-Valencia
ID 2025-1454
Category
Consumer and Real Estate Lending
Position Type
Full-Time
Remote
No

Overview

The Real Estate Processing Representative assists with the packaging & processing of mortgage loans as well as assisting the manager with office  administration tasks.

Responsibilities

  • Responsible for packaging, printing and organizing of loan files 
  • Reviews loan packages for required documentation, completeness and accuracy
  • Ensures loan packages meet compliance guidelines fixing discrepancies if necessary
  • Ensures that proper fees are collected        
  • Serves as a liaison between department and customer  
  • Completes work within established guidelines
  • Orders, receives, and distributes appraisals           
  • Assigns and logs new loan files        
  • Cancels and updates loan files in the system        
  • Scans and emails documents to appropriate parties        
  • Orders third-party services (Title, Flood Certs, HOA, etc.)             
  • Follows-up on missing documentation       
  • Contacts member and provides initial welcome call, or weekly status call as needed             
  • Maintains pipeline report with assignment of loan files   
  • Tracks invoices and prepares for management review and payment
  • Maintains and orders appropriate office supplies
  • Work within their team and have a direct impact on their tasks.

Qualifications

Education

  • Min/Preferred: Preferred
  • Education Level: 4 Year / Bachelors Degree            
  • Description: Bachelors’ Degree preferred.

Experience

  • Minimum Years of Experience: 0
  • Preferred Years of Experience: 3      
  • Comments: Must have at least 0-3 years of financial institution experience in a customer service role with a working knowledge of products, operations & regulations.
Knowledge, Skills & Ability     
  • Must also have:
  • Superior oral & written communication skills
  • Ability to multi-task and work in a fast-paced, goal-driven environment
  • Exceptional customer service skills & a desire to deliver service that delights
  • Working knowledge of the Microsoft suite of office products
  • Ability to learn new skills quickly and implement effectively
  • Proven ability to gather and analyze data   
  • Previous RE Loan Processing & experience using, DU, and Prime Alliance preferred.        
  • Learn and discover existing tools and processes to apply them along with their academic knowledge to achieve simple tasks.
 

Disclaimer

 

Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.

 

Pay Range

USD $24.81 - USD $37.21 /Hr.

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