Job Function: General Business
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Wheelhouse Credit Union
San Diego, California, United States (on-site)
14 days ago
Capital One
McLean, Virginia, United States (on-site)
23 days ago
Wheelhouse Credit Union
San Diego, California, United States
14 days ago
Job Type
Job Duration
$23.94 - $28.30
Banking / Accounting / Financial
Min Experience
3-5 Years
Min Education
H.S. Diploma/Equivalent
Required Travel
Salary - Type
Hourly Wage
Job Function
General Business



Under general supervision, process loan servicing transactions, research complex loan issues, reconcile general ledgers, research potential products and provide loan servicing assistance to members.  Act as a support to frontline staff for processing and servicing questions.


Essential Duties and Responsibilities:

  1. Perform all loan servicing duties as needed to include processing real estate updates, changes and modifications.
  2. Book mortgage loans and Home Equity Lines of Credit into the core system.
  3. Assist Lending Supervisor field staff questions in the absence of the Lending Manager.
  4. Balance and certify real estate general ledgers monthly.
  5. Process rate changes, demands and reconveyances for real estate Loans.
  6. Prepare subordinations packets for review by the Loan Officers. 
  7. Assist the Loan Servicing Supervisor in Lending Manager’s absence.
  8. Analyze the real estate escrow impounds account annually and send new coupons to members.
  9. File claims Payment Protection, GAP and MRC. 
  10. Research complex loan issues.  Post necessary adjustments and provide loan-servicing assistance to members.
  11. Assist with research and implementation of innovative products and services to provide efficiency to the loan department. 
  12. Compile information and generate reports as required.
  13. Update department resources to remain current with procedures relating to loan servicing.
  14. Train new employees.
  15. Perform other duties as assigned.


Position Requirements and Qualifications: 

  1. High school diploma or equivalent.
  2. Minimum five years of real estate loan servicing experience. 
  3. Knowledge of federal and state regulations as they pertain to loan servicing.

4.      Professional written and verbal communication skills.

5.      Strong problem solving and ability to trouble shoot and research moderate to complex issues. 

6.      Knowledge in the areas of collections, DMV, insurance products and consumer loan processing is a plus. 

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

8.      Proficiency with operating general office equipment (including copier, fax machine, scanner), as well as proficiency with Microsoft Office products (e.g., Word, Excel, etc.).

9.      Must be able to represent the Credit Union and conduct business professionally.

  1. 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 ID: 72366246

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