Responsible for providing assistance in clerical support for real estate loan-processing activities. Receives and reviews loan applications. Supports Closing Specialist duties to close and fund loans. Assists in preparing completed loan application packages and necessary documents. Meets Real Estate Loan scheduling and documentation requirements, and production expectations as determined by the management of Real Estate. Provides general Credit Union information and cross-sells services. Assists Real Estate personnel as necessary. Obtains and verifies necessary information. Communicates loan information to team members and other parties as assigned. Assists or refers members as necessary.

Education/Certification:

High school graduate or equivalent.

Required Knowledge:

Understanding of real estate loan processing functions, including FHA/VA and conventional lending.

Knowledge of real estate related requirements, procedures, and underwriting criteria.

Experience Required:

One to two years of related office experience.

Skills/Abilities:

Good verbal and public relations skills.

Strong typing abilities.

Good basic math skills.

Able to use related computer applications.

Well organized.