Mortgage Loan Officer Assistant at Sun Community Federal Credit U – El Centro, California
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About This Position
Mortgage Loan Officer Assistant
Department: Real Estate
FLSA: Non-Exempt
EEO: Administrative
Salary Grade: 7
Salary Range: Min $22.54 Mid $28.17 Max $33.80
Reporting Structure: VP Residential Real Estate
People Vision: At Sun, our people shine brightest. We create a culture of empathy, care, and connection that empowers brighter futures and supports well-being for all. Because when we care, lives change.
Position Purpose: We are seeking a detail-oriented and bilingual Mortgage Loan Officer Assistant to support our Mortgage Loan Officers in managing the mortgage application process from initial contact through closing. The ideal candidate is fluent in both Spanish and English, highly organized, member-focused and experienced in handling confidential financial information. This role plays a critical part in ensuring a smooth and positive experience for our members.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
- Assist Mortgage Loan Officers in gathering, reviewing and organizing loan application documents
- Communicate with members in both Spanish and English to collect required information and provide updates
- Help prepare and submit loan files to processing, ensuring completeness and accuracy
- Order and track third-party services such as appraisal, title reports and verifications
- Maintain consistent follow up with members, real estate agents, builders, etc.
- Monitor loan status and ensure deadlines are met throughout the loan process
- Input and update borrower information in loan origination software
- Ensure compliance with all federal, state and Company Lending Regulations
- Provide exceptional member service and respond promptly to inquires
POSITION REQUIREMENTS
- Bilingual fluency in Spanish and English required
- Familiarity with loan origination software
- Strong organization skills and attention to detail
Education and Experience:
- High School Diploma or GED required
- 1-2 years of mortgage and/or banking experience preferred
- Bachelor’s degree in finance, business or related field preferred
Key Competencies:
Technical Skills
- Excellent verbal and written communication skills
- Ability to multitask and manage deadlines in a fast-paced environment
- High level of integrity and ability to handle confidential information
Working Conditions
- Occasional evening or weekend work to meet project deadlines.
- Sitting for extended periods; dexterity of hands and fingers to operate a computer keyboard, mouse, and other office equipment.
- Physically able to participate in meetings, presentations, and training sessions.
- Some travel may be required between branches and business partners.
Intent and Function of Job Descriptions
Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well- constructed job descriptions are an integral part of any effective compensation system.
All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
Sun Community Federal Credit Union is an Equal Opportunity Employer committed to creating a diverse and inclusive workplace. We encourage applications from all qualified candidates regardless of race, gender, age, religion, sexual orientation, or veteran status.