Posted: Monday, August 21, 2017 1:30 PM
Why Provident Provident Credit Union is member-owned, trusted, financially sound, technologically advanced, and provides "world class" value, convenience, products and services to all members. We are headquartered in Redwood Shores, CA and have 17 branches located throughout the San Francisco Bay Area and Folsom. Job Purpose Mortgage Consultant Liaison is the primary liaison between the Loan Production Department (Consultants) and the Loan Operations Department (Processors) when the Consultants are in the field. They are also an Administrative Assistant to the Loan Production Department. Duties The Liaison will book consultanta€ (TM) s daily loan submissions. The Liaison will help the consultanta€ (TM) s send out loan application packages as needed. The Liaison will help the consultanta€ (TM) s with follow-up on loans in pipeline. The Liaison will communicate with members when necessary for conditions or information, as needed. The Liaison will manage the Real Estate Calendar for floor time, Encompass days, production meetings, Seminars and Webinars, etc. The Liaison will manage the RE Branch Admin Calendar for weekly check-in calls, branch Seminars, Branch visits, etc. The Liaison will sort and distribute incoming mail and faxes on a daily basis. The Liaison will run daily and month end reports for management as necessary. The Liaison will work closely with the agents to order Multi-Family appraisals and environmental reports, coordinate inspection times, and following up with the process. The Liaison will administer the secure email system in regards to the Loan Production and Loan Operation secure emails. The Liaison will assist management with quality service surveys of funded loans and report these findings directly to the Production Sales Manager and the AVP of Real Estate Lending for follow-up and customer retention. The Liaison will keep informed of trends and developments in real estate market and the competitive environment, as well as the changing rules and regulations pertaining to mortgages. Liaison will assist agents with communication between the branches when needed The Liaison will maintain a professional image and demonstrate standards consistent with Credit Union policies and procedures. The Liaison will complete required BSA & OFAC training annually. The Liaison will understand and adhere to BSA & OFAC policies and procedures, including reporting suspicious activity. The Liaison will monitor Onyx incidents for the agents The Liaison will help monitor and support agenta€ (TM) s daily floor time responsibilities including that the compliance timeframes are met. Liaison will order office supplies when needed. Liaison must have abilities to multi-task, work in a fast paced environment and be on point at all times. Liaison will work closely with Marketing when needed Liaison will work with Loan Ops as necessary in back up role for various processing duties as required Requirements: High School Degree College Degree in Business, Economics or related field preferred Mortgage Loan knowledge (loan application, disclosures, etc.) Must be able to coordinate multiple loans and various degrees of information for multiple consultants simultaneously. Must have good working knowledge of California Credit Union laws, rules and regulations, as well as Provident Board Policies, NCUA Rules and Regulations, Real Estate Loan Policies and Procedures. Benefits of Working for Provident: Provident Credit Union offers fantastic compensation and benefits package which include: 100% of health insurance premiums paid for employee only.a€‹ Quality medical, dental and vision care coveragea€‹ 401(k) retirement plan with matching employer contributionsa€‹ Strong commitment to investing in your career and educational advancement by offering up to 100% tuition reimbursement for approved courses Incentive Sharinga€‹ Generous paid time off and paid holidaysa€‹ Short and long term disability coverage Life and AD&D insurance Flexible spending accounts Credit Union membership Rate discount home and auto loans On-site day care at our Redwood Shores corporate headquarters facility In-house training And much more! Provident is an Equal Opportunity Employer We are a winner of the Bay Area News Group Top Workplace in 2017. Check us out on Glassdoor .
• Location: Redwood City, San Mateo
• Post ID: 79490563 sanmateo