residential experience specialist
Job Description
Who We Are:
At orsa credit union, we believe in more than just banking, we believe in people. We are looking to build a community of forward-thinking team members who share our values towards providing exceptional member experiences and financial empowerment through our best-in-class products.
We’ve been recognized as one of the Regional Best and Brightest companies for the last 20 years and nationally recognized since 2018. We have been certified as a Great Place To Work since 2023 and as of 2024, we were also recognized as the Best and Brightest in Wellness, reflecting our deep commitment to our team members and the communities we serve.
About the role:
The residential experience specialist supports all Mortgage Loan Originators (MLO) and Residential Loan Officers (RLO) with file set up and data entry, answering department calls, follow up with borrowers and referral partners, marketing and various additional tasks that allow the sales team to remain focused on obtaining additional loans. This position is also responsible for the set-up, accuracy, and delivery of all required and appropriate disclosures sent to borrowers, including both initial disclosures and re-disclosures.
This position has a starting hourly rate of $22.55, but your offer amount may be increased with relevant work experience and transferable skills.
A Day in the life of a residential experience specialist can look like:
- Assist with the preliminary review and set-up of mortgage applications. This includes reviewing credit reports, retrieving tax figures, preparing letters of explanation and retrieving bank statements from our core system.
- Assist the MLO’s and RLO’s in preparing preliminary loan packages for processing by requesting and obtaining required documentation from members.
- Prepare and deliver Mortgage, Term and HELOC loan disclosures within required timeframes to remain compliant.
- Prepare loan application and disclosures for brokered loans within external origination systems.
- Review loans to determine if re-disclosure is required. Collaborate with Sales and Operations to determine cause of Change of Circumstance.
- Perform other duties as directed by leadership.
What you bring to the table:
- High school diploma or equivalent.
- 2 years of mortgage experience.
- Ability to obtain Nationwide Mortgage Licensing System (NMLS) registration.
- Excellent time-management, organization skills and attention to detail.
- Demonstrated ability to adapt well to change and learn quickly.
You might also have:
- 3 years of mortgage and home equity loan experience.
- Proficient with Encompass and Jack Henry’s suite of products.
- Excellent interpersonal and customer service skills.
- Strong verbal and written communication skills.
We believe in creating a Culture of Belonging guided by our core values: Relentless Care, Hustle & Grind, Huzzah! and Curiosity.
As a team member of orsa, you’ll enjoy:
- Comprehensive medical, dental, and vision plans
- Generous paid time off package for all full-time team members
- Up to 12-weeks paid paternity/maternity leave
- Lifestyle Accounts to help with your personal wellbeing
- Family Health Benefits
- Paid time off to observe all Federal Holidays
- Flexible work options depending on position
- A generous 401k match
- Numerous employee engagement activities
- Community Resource Groups
- Paid time off for occasions such as volunteering, caregiving, and family events
Contact/application information:
If this description appeals to you, please submit an application! A member of orsa’s talent acquisition team will be in contact with you shortly!
Equal Employment Opportunity Policy:
orsa credit union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws.
Disclaimer:
This job posting highlights some of the most critical responsibilities and requirements of the position. There may be additional duties and responsibilities that are not listed above. A Talent Acquisition Specialist will be sure to discuss the role in further detail should your application be selected to move forward.
Please note that orsa credit union does not involve Artificial Intelligence (AI) when evaluating applications. Applications for this position are reviewed by a member within the Talent Acquisition team. We are dedicated to providing an equitable and thorough review of all submissions and look forward to additional connection as the recruitment process continues!