This job was posted by https://www.vermontjoblink.com : For more information, please see: https://www.vermontjoblink.com/jobs/1319582

Who We\'re Looking For:

We are seeking a dedicated team player to join our mortgage department as an Administrative Assistant. The ideal candidate will be:

Someone with strong communication, organizational, and

problem-solving skills who thrives in a fast-paced, member-focused environment.

A detail-oriented administrative professional with experience in

mortgage lending, financial services, or office administration.

A friendly, dependable team player who is comfortable managing

multiple tasks, providing excellent customer service, and maintaining accuracy.

What You\'ll Be Doing:

Serving as the first point of contact for the mortgage

departmentassisting members, coordinating appointments, and managing document flow.

Handling a variety of administrative tasks including mail

processing, scanning, routing documents, maintaining department supplies, and supporting loan assignment workflows.

Providing timely, clear support for general mortgage inquiries while

ensuring accurate records and a positive member experience.

Why Join Us:

Heritage Family Credit Union is a dynamic and member-centric

organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community.

Benefits Include:

Paid time off in addition to paid federal holidays

Medical, dental, and vision benefits to employees who regularly

work 24+ hours a week

401k match

Ongoing training opportunities

8 hours of volunteer time with an organization important to you

Reimbursement each month for Gym membership (up to \$25), hobby

reimbursement (up to \$25) and fresh local foods (up to \$25 on a seasonal basis)

Salary Range:\$18.35 - \$22.94

Summary:

TheAdministrative Assistant Mortgagesprovides vital administrative support to the mortgage department, ensuring exceptional customer service through efficient handling of member inquiries, accurate document processing, and timely completion of all administrative tasks. This role plays a key part in delivering a positive member experience and supporting the credit union in achieving its mortgage lending objectives.

Essential Functions:

Serve as the first point of contact for the mortgage department by

promptly greeting visitors via all forms of contact, identifying their needs, coordinating appointments, facilitating document exchange, and maintaining accurate records of interactions.

Assist members with general mortgage inquiriessuch as products,

application status, escrow and payment details, and hardship optionsproviding clear and timely information by phone, email, or in person.

Process incoming and outgoing mail, interoffice correspondence, and

deliveries for the department.

Make copies of borrower documents, promptly return the originals,

and ensure scanned copies are accurately routed to the appropriate contact.

Assign applications and referrals to the appropriate loan originator

and processor, ensuring a warm handoff to the team.

Maintain inventory of supplies for the department, ordering and

tracking replacements as needed.

Process weekly address change and deceased member reports.

Must maintain predictable and reliable attendance.

All other duties as assigned.

Qualifications:

Education

High school diploma or equivalent required.

Experience

Minimum 2 years in mortgage lending, financial services, or

administrative services preferred.

Skills

Strong communication, organization, and problem-solving skills.

Proficiency in Microsoft products.

Excellent phone skills/etiquette and the ability to communicate

clearly and effectively over the phone and in person.

Detail-oriented, customer-focused, and able to work independently as

well as part of a team.

Physical Requirements:

This position requires sitting for long periods of time and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of a computer performing standard keyboard functions, requiring repeated motion, as well as extensive use of the phone. Stretching breaks are recommended to avoid injury. Some light lifting and carrying large paper files. Equipment is available and recommended for use of transport

Heritage Family Credit Union

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Administrative Assistant - Mortgages