SUMMARYPerforms a variety of noncomplex and complex clerical duties related to consumer and mortgage loans in accordance with policies and procedures. Works as a team with all loan officers to gather information required for Consumer and Mortgage loan applications.  ESSENTIAL RESPONSIBILITIES AND DUTIES Understand, comply, and follow all the credit union’s policies/procedures, banking rules, regulations, and laws including but not limited to NCUA regulations, Bank Secrecy Act regulations, Regulation Z and Regulation B Register for NMLS and complete required training. Answer member phone inquiries for mortgage or consumer loan information or maintenance. Assist loan officers in the preparation of pre-funding worksheets, loan documentation checklists and any other communications necessary to process the loan. Quoting, preparing and archiving payoff letters.   Prepares/composes written correspondence and memos as requested by loan officers Mail out and file Adverse Action Notices  Process incoming mail which includes payoffs and insurance declarations/cancellations  Check department voice mails and distribute to appropriate loan officer Follow up for closing stipulations with the branches, as needed On a quarterly basis, process and send real estate tax checks Maintain tax bill files and Home and Car Insurance  Mortgage Servicing as needed Ordering Visa cards once approved Performs notary services as needed State National forced place insurance processing and tracking  Prepares loan and Visa accounts for referral to outside agencies - gathering information, scanning documents and sending emails. Other duties as assigned
