Publix Employees Federal Credit Union (PEFCU) was established over 60 years ago to provide financial services with lifetime value to Publix Super Markets, Inc. employees and their families.

PEFCU Benefits/Perks:

• Medical, Dental and Vision insurance coverage provided at NO cost to you!
• HUGE contributions toward dependent premiums!!
• Generous Paid Time Off program (4 weeks or more in your first year!!!)
• 11 paid holidays per year
• 401(k) retirement plan and profit sharing
• Pay for performance incentive programs
• Time off for giving back to your community!
• Tuition reimbursement
• And much, much more!!!

We are committed to improvement, driven by feedback, and focused on organizational growth. We expect and demonstrate our values (Caring, Inclusive, Transparent, Innovative, and Accountable) every day, creating an environment where all associates can add value and feel valued.

Find your value here as a…

Mortgage Support Specialist

What you will do…

• Act as processing team overflow and backup
• Answers all calls for the Mortgage department and direct calls to the appropriate party as needed. Assess the members need and assign to the proper person or department.
• Monitor lobby tracker and escort members from waiting area to designated person or office.
• Monitor the mortgage ACD line for member calls
• Answer member questions as they relate to the members active loan application, needs list, rate inquiries, appraisal status, and other topics as assigned by Mortgage Production Manager.
• Complete pipeline follow-up calls for all active pre-qualifications, and make introduction phone calls for the department and all loan officers
• Communicate with members expected timelines, and next steps in the mortgage process.
• Communicate with Realtors and other 3rd parties the status, pending items, appraised value, and other communication for the loan.
• Partner with loan officers to ensure proper documentation is uploaded to Radstar per needs list – items include asset statements, homeowners’ insurance, income statements such as pay stubs, and other documents indicated on the needs list.
• Upload and label all documents to Radstar prior to submission of the file to processing
• Take applications over the phone in the originating system (LP), pull credit, upload credit report, credit deny or assign the loan-to-loan officer based on money tree assignment or round robin.
• Input memo notes in LP per the members interaction from calls or walk-in visits.
• Review loan applications to ensure all data is complete and meets PEFCU’s standard of policy and guidelines.
• Supervise the CRM system and monitor 3 times per day, make the initial call out to the member, and assign via money tree or round robin. Notate CRM contact was made and update the status of the CRM.
• Make copies, scan, separate and merge documents as necessary prior to uploading to Radstar
• When needed: Request 3rd party verifications such as: Verification of employment or mortgage
• Follow-up on all RFAI and mortgage application checklist
• Complete all Realtor vesting, and create the profile when assigned by the Mortgage Production Manager
• Assist members with signing disclosures electronically

What you need….

High School Diploma or Equivalency

Licenses:

• NMLS license or ability to obtain

Experience:

• 2 years of experience in a financial industry, such as banking, insurance, or real estate
• Detail oriented and technologically savvy with a comfort in learning new computer systems and software
• At least 2 years’ experience using a LOS system
• At least 2 years’ experience using a CRM system

What’s in it for you…

• Competitive pay
• Pay for performance incentive program
• Employee’s Medical, Dental and Vision insurance coverage provided at NO cost to the employee
• Stellar benefits/perks
• Work/life balance

Apply now!