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Loan Delivery Specialist II
Company | Elevations Credit Union |
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Location | Broomfield, CO, USA |
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Salary | $22.06 – $27.58 |
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Type | Full-Time |
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Degrees | |
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Experience Level | Junior, Mid Level |
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Requirements
- 1+ year of financial, business operations, or similar experience
- Excel capabilities including the ability to analyze large sets of data
- Ability to react quickly in a fast-paced environment
- Ability to learn quickly and retain knowledge
- Ability to interact with others in a positive manner, either in person or by phone
- Detailed oriented with ability to multitask
Responsibilities
- Supports resolution for loan delivery issues.
- Prepares documents and files for delivery to custodian.
- Updates loan origination system with loan sale data.
- Compiles upload data files for transmission to mortgage investors.
- Assists in month-end close by reconciling mortgage accounts and preparing reports for loans sold.
- Reconciles and manages extended lock deposit general ledger account.
Preferred Qualifications
- Bachelor’s degree, preferably in Finance, Accounting, or Economics
- Mortgage experience
- Basic understanding of the secondary markets for mortgages and mortgage interest rates