Mortgage Loan Assistant

Mortgage Loan Assistant

All of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, integrity, and kindness, and are committed to continuously developing a diverse and inclusive workplace where team members are empowered to be their authentic selves. All backgrounds, viewpoints, and life experiences are welcome, knowing this commitment strengthens our credit union family and communities.

The Mortgage Loan Assistant reports directly to the Manager of Mortgage Operations and plays a vital role in facilitating the mortgage loan closing process. This position is responsible for working closely with members to collect, organize, and verify documentation needed to finalize first mortgage loans. Acting as a key liaison between members, Loan Officers, and internal mortgage operations, the Mortgage Loan Assistant ensures a smooth, efficient, and timely loan experience. Additional responsibilities include supporting the processing of partner-originated mortgage purchases and assisting with operational tasks such as daily rate uploads and funding wires.

Responsible and Accountable for :

• Communicates with members to obtain, organize, and validate documentation required to close a first mortgage loan. Reviews mortgage-related documentation to confirm accuracy and completeness.
• Coordinate and initiate required third-party services, including credit report, appraisals, employment verifications, and title work, to ensure timely and accurate loan processing.
• Submits necessary documentation to investors within established timelines.
• Collaborates with the Loan Officer to ensure all required documents are received in a timely manner.
• Assists the Loan Officer in keeping the member informed of loan progress and status updates.
• Supports the processing of mortgage loan purchases and contributes to daily operational tasks, including rate uploads and wire funding, as needed.

Knowledge, Skills and Abilities :

Education and Experience :

Chartway offers a competitive salary and a comprehensive benefits package. Candidates must have a good credit history for consideration. Salary requirements must be included and resumes must be accompanied by a Chartway Employment Application for consideration. Chartway Federal Credit Union is an EOE / M / F / Disability / Vet Employer. If a reasonable accommodation is needed for the job interview process, please contact our Talent Acquisition Team at 1-877-319-4818 extension 74862 or email us at recruiter@chartway.com.