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Company Name:
Harvard University
Approximate Salary:

Cambridge, Massachusetts
United States
Business Development
Position type:
Experience level:
Education level:

Mortgage Loan Post-Closing Assistant

Harvard University

Mortgage Loan Post-Closing Assistant
Harvard University Credit Union

Duties & Responsibilities
The Harvard University Employees Credit Union (HUECU) is one of the fastest growing Credit Unions in the country and a leader in our industry. As a not for profit cooperative, we put our members' best interests first in all that we do. We are passionate about service and fanatical about solving problems. Integrity and transparency are the foundation of HUECU's philosophy. Our mission is to enhance our members' lives by developing and offering trustworthy products that are easy to understand, easy to use and best suited to meet their financial needs.

In this exciting role, you will join a dynamic team of approximately 20 individuals in the Mortgage Originating/Underwriting/Processing/Servicing Department.

Reporting to the Assistant Vice President of Mortgage Operations, the Mortgage Loan Assistant performs a variety of functions, including:

• Performs loan set up on the core.
• Ensures all terms of the Note are properly entered to the core in addition to escrow set up and automatic payment set up.
• Performs all ancillary loan set up requirements: activation of mortgage insurance certificate on vendor's site, activation of tax tracking service on vendor's site and uploads the Schedule A, and loan disbursement offset per terms defined in file.
• Generates checks for payoffs associated with home equity loan transactions. Responsible for responding to member inquiry with regards to any payoff checks issued.
• Reviews appraisal billing notices against individual invoices, issues approval to accounts payable and documents appropriate general ledger to be debited.
• Processes all appraisal fees received and deposits to appropriate general ledger and performs a monthly reconciliation of the same.
• Responds to member inquiries with regards to their mortgages serviced by the credit union, to include but not limited to post-closing address change requests, newly established automatic payment set up, PMI reviews, escrow reviews, and payment history reviews. Provides the highest level of service.
• Responsible for reviewing the loan set up on the core against the terms of the Note ensuring accuracy of all data.

Basic Qualifications

• High School Diploma.
• A minimum of two years clerical experience in an office environment.

Harvard University Employees Credit Union:

Job Function

Sub Unit

USA - MA - Cambridge

Harvard University Employees Credit Union

Time Status

55 - Hvd Union Cler & Tech Workers

Salary Grade

Pre-Employment Screening
Credit, Criminal, Identity

M - F 7.00hrs per day/35.00hrs per week
Overtime may be required based on the business needs of the department, either late evenings or Saturdays.
Occasional evening meetings/events also may be required.

This position is part of the Bargaining Unit and is OT-eligible.

EEO Statement
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation or any other characteristic protected by law.