Mortgage Closing/Funding Manager

Chevron Federal Credit Union Oakland , CA 94604

Posted 5 months ago

Chevron Federal Credit Union is one of the top-run credit unions in the country and one of the largest, with over $3 billion in assets. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us. As you might imagine, we provide competitive pay and great benefits, including:

  • Bonus/incentives for all regular employees

  • 401(k) with 8% company contribution

  • Medical, dental, and vision insurance for employees and dependents paid at 80%

  • PTO and paid sabbaticals

  • Tuition reimbursement

GENERAL SUMMARY: Responsible for managing all aspects of the Closing/Funding department. Responsible for the timely generating, accuracy, delivery, and return of final real estate loan documents to ensure on-time loan funding and ensure we meet our members' expectations. Manages vendor relationships to assure quality service is provided by independent third parties. Responsible for managing Mortgage Lending's operations related to accounting/invoices, loan file retention and other duties as assigned by AVP, Mortgage Lending.

DUTIES AND RESPONSIBILITIES:

  • Manage Mortgage Loan Closers and Mortgage Loan Funders to efficiently and accurately generate real estate loan documents, track outstanding loan files, audit returned documents and fund loans.

  • Ensure that Closing/Funding Team follows all fair lending and compliance policies.

  • Primary contact for members or other departments regarding problems on loan closings. Resolve problems that arise on individual loans on a daily basis.

  • Responsible for managing invoices for the Mortgage Lending unit. Responsible for validating for accuracy, logging and forwarding all invoices to Accounting for timely processing.

  • Maintain cost controls and meet budget guidelines established for the Closing/Funding department.

  • Other duties as assigned

QUALIFICATION REQUIREMENTS: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND EXPERIENCE:

  • Bachelor's degree plus 3 to 5 years combined experience in various facets of real estate processing, closing, funding, servicing and quality control; or an equivalent combination of education and experience.

KNOWLEDGE and SKILLS:

  • Ability to read and interpret information on systems and documents such as account information, loan documents, regulations, written agreements, vendor contracts, and procedure manuals.

  • Ability to write routine reports and correspondence, including email, using correct spelling and grammar.

  • Ability to speak clearly, tactfully, and effectively to members, volunteers, and employees at all levels of organization.

  • Ability to effectively use all applicable banking and loan systems.

  • Excellent organizational skills.

PHYSICAL DEMANDS: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Work involves standing and walking for brief periods of time, but most duties are performed from a seated position.

  • Work involves extensive use of computers, up to eight hours per day.

  • May include occasional pushing, pulling, or carrying objects weighing up to 20 pounds such as files and documents.

We welcome all qualified applicants and pride ourselves on our diversity. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of the position.


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Mortgage Closing/Funding Manager

Chevron Federal Credit Union