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Real Estate Loan Processor

Real Estate | San Francisco, CA | Full Time

Job Description

San Francisco Federal Credit Union has been serving San Francisco since 1954. Today, anyone who lives, works, worships or attends school in San Francisco and San Mateo counties may apply for membership. We currently serve more than 45,000 members with assets over $1 billion. This position is located at our corporate office is located at 770 Golden Gate Avenue, San Francisco, California 94102.

The Real Estate Loan Processor is responsible for processing mortgage loans.  This includes all major functions during the loan process including file preparation for underwriting submission, document gathering, and data input into the Loan Origination System from loan origination through post-closing quality control.  The Real Estate Loan Processor provides assistance in document preparation, tracking and scanning, and communicates on loan status to members, vendors, and any parties involved with the transaction. 

Essential Functions and Responsibilities

  • Demonstrates personal accountability and initiative by always following up with members on status of loan files

  • Utilizes professional and friendly communication with members, third parties and outside vendors, as appropriate

  • Ensures timely ordering and accuracy of all loan documents such as credit reports, flood certificates, preliminary title reports, and appraisal reports; and consistently ensuring timely and accurate filing preparation and submission to Underwriting

  • Displays a sense of urgency in accurately inputting loan data into the loan origination system; and when filing and scanning required documents into designated folders

  • Verifies HMDA data for input accuracy on reports

  • Performs other duties as assigned

Background education and experience

  • High School degree required with a minimum of two (2) years of experience with real estate loan processing

  • A minimum of one (1) year of experience working with credit unions or like financial institutions

  • Must possess basic knowledge of credit union real estate loan policies, procedures and credit union lending practices

  • Maintain good working knowledge of and compliance with the requirements of the Bank Secrecy Act and other real estate loan related regulatory requirements.

  • Must possess excellent organizational, verbal and written communication skills with demonstrated ability to communicate professionally

  • Ability to provide prompt and professional service to internal and external members

  • Must possess excellent decision making skills, good judgment, be proactive, be solution-oriented and have the ability adjust to a fast pace and challenging environment

  • Ability to effectively participate in team environment as well as must be able to work independently

  • Computer literate and proficient in MS Office:  Word, Excel, and Outlook

Physical requirements, reasonable accommodation and work environment

All reasonable accommodations will be made to ensure a safe and functioning working environment for those individuals who will require such accommodations

  • Ability to move within an office complex environment

  • Ability to write by hand and use keyboard and mouse extensively to perform office functions

  • Ability to occasionally stand, kneel, crouch, bend, stoop, sit, walk, twist, turn and reach with hands and arms

  • Ability to lift 5 lbs

  • Work environment is indoors; majority of the time is spent sitting at a desk

San Francisco Federal Credit Union (SFFedCU) is an Equal Employment Opportunity Employer.  In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history of cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender  expression, HIV/AIDS status, genetic information or any other characteristic protected by law.