
501 - 1000 employees
Founded 1956
🛡️ Insurance
💼 Consulting
🏦 Banking
Insurance • Consulting • Banking
OCCU | Oregon Community Credit Union is a member-focused financial institution that offers a wide range of banking services, including personal and business banking, loans, investments, and wealth management. With a commitment to community engagement and member education, OCCU provides tools for financial planning, retirement, and insurance services. They strive to provide competitive rates on checking and savings accounts, loans, and credit cards, making banking accessible and beneficial for their members.
🕒 July 17
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501 - 1000 employees
Founded 1956
🛡️ Insurance
💼 Consulting
🏦 Banking
Insurance • Consulting • Banking
OCCU | Oregon Community Credit Union is a member-focused financial institution that offers a wide range of banking services, including personal and business banking, loans, investments, and wealth management. With a commitment to community engagement and member education, OCCU provides tools for financial planning, retirement, and insurance services. They strive to provide competitive rates on checking and savings accounts, loans, and credit cards, making banking accessible and beneficial for their members.
• Review loan applications and support documentation for completeness, accuracy, and compliance. • Collect, verify, and track required documents, including income, assets, credit, title, insurance, and appraisal information. • Prepare files for underwriting, respond to conditions, and ensure all disclosures and forms are completed properly. • Coordinate with borrowers, loan originators, realtors, title companies, and other partners to keep loans moving toward closing. • Maintain accurate data and notes in the loan origination system (LOS) and ensure TRID requirements are met. • Monitor and manage a loan pipeline, ensuring milestones and timelines are met. • Assist with closing preparation, scheduling, and coordination for first mortgages and home equity transactions. • Support process improvements and provide guidance to new team members as needed. • Follow all regulatory, compliance, and NMLS licensing requirements.
• Minimum of three years of mortgage processing or related lending experience • Strong knowledge of mortgage documentation, underwriting requirements, and loan file workflows • Ability to analyze financial documents and perform income calculations • Excellent organizational skills with the ability to manage multiple files and deadlines • Clear, professional communication skills and a commitment to member service • High attention to detail and accuracy in reviewing and entering data • Ability to work collaboratively with internal teams and external partners • High school diploma or equivalent required
• Low-cost medical, dental, and vision insurance • 401(k) retirement plan with employer match • Paid time off plus 13 paid holidays • Tuition reimbursement for eligible education and training • Company-paid long-term disability • 40 hours of company-paid core time annually for full-time employees to participate in community volunteer opportunities
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