Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity.
Position Summary:
The Mortgage Loan Assistant is the individual that serves as the gateway between the Mortgage Loan Originator, the Members and all internal processing/underwriting staff. The Assistant serves as an extension of mortgage sales by providing support through data gathering and loan progress. The Assistant will monitor and report the accuracy of data from the initial receipt of file through file submission. The Assistant is required to forward all mortgage related investor and governmental notifications of applicable information to applicable internal staff.
The Assistant assists the Mortgage Loan Originators and Processors in meeting mortgage loan production goals and serves as a back up to all Mortgage Loan Originator activities in their absence. The assistant is also responsible for running automated marketing campaigns through Surefire CRM system. They are expected to become experts in utilizing this platform to help drive return business and automated marketing campaigns for members and referral partners as well.
Responsibilities:
Evaluates and organizes every file for completeness, and readies file for submission to processing
Working with members and MLO's to make sure all that is needed on the submission checklist is in the file prior to submission
- Assisting borrowers with Telhio membership, confirming each borrower is an active member, collecting upfront LVF prior to loan submission
- Assists MLO's, Processors, Underwriters, Post Closers and Mortgage Servicing in gathering needed items from members
- Provide pipeline coverage for MLO in their absence
- Operates within compliance with all required regulations and polices including all Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies, procedures and regulations
- Stays up to date on all Surefire Activities
- Communicates effectively with members in an organized manner
- Follows up with member or MLO within 24 hours of receiving file
- Exercising a sense of urgency in submitting the loan file ASAP, following up and staying on top of needed items
- Stays involved in community networking groups, marketing campaigns and volunteerism
- Monitoring Surefire CRM for duplicates, manually entering prospects/referral partners and assigning marketing campaigns
- Attending team meetings
- Completing assigned training
Qualifications
- High School Diploma or GED Required
- 1-3 years Mortgage lending industry experience
- Knowledge of Fannie Mae and Freddie Mac & Underwriting Regulations associated with
- Knowledge of FEMA Regulations and Requirements
- Knowledge of Equal Credit Opportunity Act
- Experience in underwriting to various "Investor Regulations"
- Knowledge of banking products and service offerings
- Experience in following MLO process and procedures
- Attention to detail
- Knowledge of Telhio Loan Policy, Products & Services
- Time Management
- Active listening
- Analytical and quantitative skills
- Ability to work in a fast-paced environment
- Willing to work overtime some weekends required
- Effective communication skills (oral and written)
- Must be able to pass a background check including Credit, Drug Screen, Criminal and Bondability
What you will earn:
- Competitive pay
- Opportunity to earn incentive and bonus
- Benefits: medical, dental, vision, life and disability insurance
- 6% matching and immediately vested 401(k) plan
- Paid holidays, vacation and personal time
- Opportunity for personal career growth, continued education and mentorship programs
- Volunteer opportunities impacting the local community
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, you will need to have good manual dexterity as well as speaking and hearing ability. This position requires sitting; some reaching; standing; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. It is expected that the employee will read, compile, compute and record numerical and statistical data. Must drive occasionally.
This is a Non-Collective Bargaining Unit
Telhio is an Equal Opportunity Employer
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Telhio Credit Union
paid holidays, 401(k)
Jun 30, 2026