Mortgage Operations Specialist jobs in Escondido, CA

Mortgage Operations Specialist coordinates the company's entire mortgage lending operations and activities. Reviews, analyzes and modifies overall operational systems and procedures relating to the mortgage lending function. Being a Mortgage Operations Specialist develops activities within the mortgage lending operations area and coordinates those activities with other functional areas. Monitors operations to ensure they are within budget. Additionally, Mortgage Operations Specialist provides recommendations for improvements in processes. Requires a bachelor's degree. Typically reports to a manager or head of a unit/department. The Mortgage Operations Specialist has gained full proficiency in a broad range of activities related to the job. Independently performs a wide range of complex duties under general guidance from supervisors. To be a Mortgage Operations Specialist typically requires 5-7 years of related experience. (Copyright 2024 Salary.com)

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Mortgage Specialist
  • Wheelhouse Credit Union
  • San Diego, CA FULL_TIME
  • Summary:

    The Mortgage Specialist is primarily responsible for efficiently handling all mortgage related inquiries and applications. An annual minimum in mortgage originations is required in order to meet the production goals for this position. Additionally, they will have support roles in interviewing consumer loan applicants and disbursing loans in a friendly and professional manner. This position will also remain current on all laws, rules and regulations including Bank Secrecy Act and Customer Information Programs and processes.

    Essential Duties and Responsibilities:

    1. Effectively sell First Mortgage and all other real estate secured products and services to meet each member’s individual financial needs and goals.

    2. Originate Mortgage Loan applications using loan origination systems (LOS), and utilize sales tools to assist clients in choosing the right loan for their personal financial situation.

    3. Follow-up on all assigned Mortgage Loan leads and update the status in the LOS, within established timelines to ensure all service guarantees are met. Update LOS with all contact made with the members regarding their loan.

    4. Originate HELOC and 2ndTrust Deed loans applications using the LOS, when applicable. Coordinate the mortgage application process between the member and appropriate parties including the loan processing team to ensure an extraordinary service experience.

    5. Manage loan pipelines, including timely and proactive follow-up on leads, approved loans, meeting targeted closing ratio and other product cross sell ratios. Notate conversations logs as required by management.

    6. Interview loan applicants providing information on current policies and procedure and verify that loan application is completed accurately.

    7. Open new membership accounts, promote and cross-sell Credit Union products and services, and responds to requests for information pertaining to deposit accounts and loans.

    8. Disburse loans as authorized by Credit Committee.

    9. Complete and maintain monthly sales logs and reports.

    10. Cross-sell and refer investment and insurance products.

    11. Meet minimum loan production goals and all other goals as assigned.

    12. Adhere to Credit Union Policy and Procedures, complete annual compliance training.

    13. Ensure compliance with all processes pertaining to BSA, CIP and REG E programs.

    14. Perform other duties assigned.

    Position Requirements and Qualifications:

    1. High school diploma or equivalent.

    2. Minimum of three years of experience in a financial institution with a minimum of one year of mortgage, consumer loan and new accounts experience.

    3. Preferred knowledge of mortgage lending practices and policies.

    4. Professional written and verbal communication skills including excellent grammar and telephone etiquette.

    5. Ability to handle people and/or situations with tact, diplomacy, and professionalism.

    6. Register with the Nationwide Mortgage Licensing System and Registry (NMLS). Will be required to undergo a background check. Registration with the NMLS to be maintained on an annual basis.

    7. Must be eligible to become an individual endorsee under the business entity license of Wheelhouse Credit Union held with the California Department of Insurance. Will be required to complete an individual application for insurance and an affidavit of training and knowledge.

    8. Proficiency with Microsoft Office products, 10 key adding machine, on-line computer system, and typewriter.

    9. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential.

    10. Knowledge and understanding of the mission and vision of the Credit Union. Strictly adhere to the Credit Union’s policy of confidentiality, security, professional conduct and dress

    Job Type: Full-time

    Pay: $23.94 - $28.30 per hour

    Expected hours: 40 per week

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Employee assistance program
    • Health insurance
    • Health savings account
    • Life insurance
    • Vision insurance

    Schedule:

    • 8 hour shift

    Education:

    • High school or equivalent (Preferred)

    Experience:

    • selling first mortgages, and other secured products: 3 years (Required)
    • financial institution (banking/credit union): 1 year (Required)

    Work Location: In person

  • 1 Month Ago

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Pre-Approval Specialist
  • CrossCountry Mortgage, LLC.
  • San Diego, CA FULL_TIME
  • CrossCountry Mortgage (CCM) is one of the nation’s top 3 retail mortgage lenders with more than 7,000 employees operating nearly 600 branches across all 50 states. We have been recognized nine times o...
  • 3 Days Ago

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Sales and Service Specialist
  • TX06 Bridgestone Retail Operations, LLC.
  • Chula Vista, CA FULL_TIME
  • Company Overview Bridgestone Retail Operations (BSRO) is part of Bridgestone Americas and employs over 22,000 teammates in North America. BSRO operates more than 2,200 company-owned stores, including ...
  • 20 Days Ago

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Mortgage Loan Processor
  • CrossCountry Mortgage
  • San Diego, CA FULL_TIME
  • Reports to: Branch ManagerLocation: San Diego with Remote options for the right teammate.
  • 3 Days Ago

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Mortgage Loan Officer Assistant
  • CrossCountry Mortgage
  • San Diego, CA FULL_TIME
  • Reports to: Branch ManagerEmployment Status: Full-time.Job Summary:Entry Level Position!Sense of Urgency (being proactive vs. reactive)High-Level Communication SkillsTeam Player and coachable individu...
  • 4 Days Ago

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Mortgage Loan Originator
  • USA Mortgage
  • Santee, CA FULL_TIME
  • DescriptionWho We AreAt DAS Acquisition Company, LLC. (USA Mortgage), our mission is the unrelenting pursuit of perfection. We pride ourselves on the superior level of service that our status as a mor...
  • 4 Days Ago

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0 Mortgage Operations Specialist jobs found in Escondido, CA area

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IT Specialist
  • FutureStitch
  • Oceanside, CA
  • Overview: FutureStitch is a growing global knitwear manufacturer seeking an IT Specialist to play a pivotal role in succ...
  • 3/28/2024 12:00:00 AM

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Laboratory Technician
  • Wildcat Discovery Technologies
  • San Diego, CA
  • Wildcat Discoveries is looking for a highly motivated Laboratory Technician to join our high-throughput team. The Labora...
  • 3/28/2024 12:00:00 AM

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Simulation Training Specialist (San Diego, CA)
  • Fors Marsh
  • San Diego, CA
  • WHO WE ARE: At Fors Marsh, we take on issues that matter. We are a team of researchers, advisors, and communicators work...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent (Compliance Automation Specialist - Examiner) 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • San Diego, CA
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/28/2024 12:00:00 AM

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Customer Service Agent - Golf Industry
  • Foresight Sports
  • San Diego, CA
  • Job Description Job Description This is a full-time position with the best golf technology company in the industry, Fore...
  • 3/27/2024 12:00:00 AM

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NSFS Radio Telephone Talker/Plotter Tier II Trainer at Expeditionary Warfare Training Group Pacific (EWTGPAC)
  • General Dynamics Information Technology
  • San Diego, CA
  • Primary responsibilities: Develops and conducts training and educational programs for Sailors in support of Expeditionar...
  • 3/27/2024 12:00:00 AM

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Operations Manager
  • Petco Animal Supplies Inc
  • Oceanside, CA
  • Create a healthier, brighter future for pets, pet parents and people! If you want to make a real difference, create an e...
  • 3/25/2024 12:00:00 AM

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Operations Manager
  • Vets Hired
  • San Diego, CA
  • About the job Operations Manager About the Role We're looking for a people-focused leader and experienced operations spe...
  • 3/25/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 37.0 square miles (96 km2). 36.8 square miles (95 km2) of it is land and 0.2 square miles (0.52 km2) of it is water. The total area is 0.48% water. The city is growing at a rapid rate with new communities like Hidden Trails appearing at the east end of East Valley Parkway. The city proper is surrounded by several sparsely populated unincorporated communities. These include Jesmond Dene and Hidden Meadows to the north; Felicita Park to the southwest; and Rincon Del Diablo to the southeast. Residents of these communities...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Mortgage Operations Specialist jobs
$108,859 to $192,328
Escondido, California area prices
were up 2.6% from a year ago

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Mortgage Operations Specialist in Terre Haute, IN
Provide mortgage staff with solutions related to navigation of mortgage applications, ongoing defect fix releases, product guidelines, system outages, hardware/software issues, password resets and login issues.
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Mortgage Operations Specialist in San Jose, CA
To support Mortgage Bankers in ordering of services for mortgage loans.
January 06, 2020