Check with seller Loan Processor In Roy Roy

  • Location: Roy, Utah, United States

a. Sets up new construction, bridge, and lot loans on the system. Sets up builders' cost breakdown documents on construction tracking system.
b. Disburses and balances construction loans.
c. Quotes construction loan payoffs to Closers and/or Title Co.
d. Posts construction loan payoffs, extensions, and debit fees.
e. Completes reconciliations and reconveyance requests.
f. Prepares paid construction, bridge, and lot loans for imaging and verification of mortgage form requests for Loan Processors.
g. Sets up, maintains, and disburses escrow accounts. Makes contacts as necessary.
h. Prepares year end 1099s and 1098s. Checks for accuracy and sends to vendors and members by January 31.
i. Prepares related loan documents.
j. Maintains loan files and balances each day's transactions to the system.

2. Assumes responsibility for establishing and maintaining effective and professional business relationships with members, title companies, and construction professionals.

a. Addresses and resolves requests and questions promptly and courteously.
b. Ensures that members are appropriately informed and are aware of Credit Union loan policies and procedures.
c. Maintains confidentiality.
d. Maintains the Credit Union's professional reputation.

3. Assumes responsibility for establishing and maintaining effective coordination and communication with Credit Union personnel and with management.

a. Provides assistance and support as needed.
b. Keeps management informed of area activities and of any significant concerns.
c. Attends and participates in meetings as required.
d. Completes required functions accurately and promptly and completes reports as assigned.

4. Assumes responsibility for related duties as required or assigned.

a. Keeps work area clean, secure, and well maintained.
b. Performs related clerical functions as necessary.
c. Stays informed regarding policy and procedural changes.
d. Actively and professionally cross-sells Credit Union services.
e. Completes special projects as assigned.
f. Performs other duties as required or assigned

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