Teams at Truity Credit Union

Process and verify mortgage loan files: data entry, document collection and verification, order appraisals/title work, prepare TRID disclosures, monitor escrow and construction draws, and support mortgage team communication and compliance.

Handles incoming/outgoing mail, packages, records and supplies; performs pickups/deliveries to local branches; maintains postage accounts, shipping records, and stored records; supports meeting room setup, shred/bin management, supply orders, vehicle inspections, and compliance/confidentiality requirements.

Proactively generate and manage mortgage business by recommending loan products, taking applications, building referral relationships with realtors and community partners, ensuring compliance (including annual NMLS registration), and coordinating with mortgage operations to process and close loans.