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Mortgage Operations Assistant 1

Travis Credit Union
United States, California, Vacaville
Jun 25, 2025
Description THIS IS A TEMPORARY POSITION FOR APPROXIMATELY 6 MONTHS. FULL-TIME/M-F, 8AM - 5PM This is 100% On-Site Primary Objectives: Primary contact for Branch staff and members regarding real estate telephone inquiries. Actively listens and routes calls coming into the Real Estate department to the appropriate area. Assists the Internal Loan Officers and Loan Processors with administrative duties such as scanning, uploading, filing of documents to the virtual loan folder. Assists the Internal Loan Officers and Loan Processors as needed and delivers quality member service at all times. Supervisory Relationship: Reports directly to the Mortgage Originations Manager. This position has no supervisory responsibilities. Principal Responsibilities Answers and routes calls received in the phone queue. Assists the Internal Loan Officers and Loan Processors with administrative duties such as scanning, uploading, filing of documents to the virtual loan folder. Administrative duties such as loan assignments, disclosures and follow up. Performs loan processing duties and backs up the Real Estate Coordinator as needed. Maintains current working knowledge of TCU products/services, policies and procedures, and real estate lending regulations through internal communications and attendance at meetings & seminars/ webinars. Qualifications: High school diploma or equivalent. Minimum 1 year of customer service, mortgage processing or originating experience, to include selling or processing 1^st mortgage Conventional and 2^nd mortgage loan originations in a mortgage-banking environment. Phone or call center experience handling moderate call volume. Skills & Abilities: Ability to assist and follow up on Internal Loan Officers pipeline of loan applications. Knowledge of RESPA, federal, and state regulations. PC skills to include word-processing, spreadsheets and Outlook. Experience with industry-related software programs, including FNMA's Desktop Underwriter and FHLMC's Loan Prospector. Working knowledge of real estate lending criteria (FNMA, FHLMC, FHA/VA), and federal and state regulations. Professional verbal and written communication skills. Excellent customer service skills. Well organized and effective time management skills. Detail oriented and accurate typing and 10-key. Ability to complete assigned tasks within strict timeframes. Ability to self-direct, use independent judgment, and multi-task with proficiency. Working knowledge of credit union products and service. Compensation: *Base hourly starting range is commensurate with experience.* Grade 9: $22.81/hour - $28.17/hour This is a TEMPORARY position through a temp agency and does not offer a benefit package. Travis Credit Union is an Affirmative Action Employer EOE/Individual with Disability/Veteran Status #traviscu