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Publix Credit UnionPosted 1 month ago

Mortgage Support Specialist

On-siteLakeland, Florida, United States

Full TimeMedium

Job Summary

Answer calls for the Mortgage Department, assess member needs, and route inquiries to appropriate associates. Monitor lobby trackers, escort members to designated staff, and respond to questions regarding active loan applications, rate inquiries, and appraisal status. Assist members with electronic disclosures, documentation guidance, and general mortgage inquiries via phone and online channels. Input memo notes in the Loan Origination System, review applications for completeness, and order supporting documents like title work and appraisals. Track outstanding documents, prepare loan packages for processing, and provide timely file status updates. Scan, rename, and upload documents using proper conventions while verifying accuracy before database entry. Maintain organized document imaging, support subservicer collaboration for post-closing items, and ensure compliance with federal and state regulations. Participate in special projects including process improvements and system updates as assigned.

Required Qualifications

  • High School Diploma or Equivalency
  • NMLS license or ability to obtain
  • At least 1+ years' experience using a CRM system
  • Detail oriented and technologically savvy
  • Ability to work quickly and accurately
  • Software proficiency with Microsoft Office Suite (Word, Excel, Outlook), Adobe Acrobat a must
  • Excellent communication skills
  • Strong organizational skills

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