Processing Management Representative III

We’re proud to be named one of USA TODAY’s Top Workplaces, and we’ve earned the Best and Brightest Companies to Work For award for 8 years straight. Founded in 1937, Advancial is one of the oldest credit unions in the country. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.

At Advancial, we don’t just work hard – we play hard, too. We’re a team that thrives on passion and collaboration, where every day feels like a chance to make a difference. Our culture is built on positivity, creativity, and the belief that work should be fulfilling, not just a “day job.”

• Serve as Subject Matter Expert (SME) for Processing Management functions, providing operational support and cross-functional backup as needed.
• Manage post-closing mortgage processes, including onboarding loans for servicing, preparing investor sale documentation, and maintaining document retention and off-site records tracking.
• Process member and loan servicing transactions, including payoffs, refunds, insurance disbursements, lien releases, deposits, payments, and daily balancing/reconciliation activities.
• Handle incoming mail operations, courier preparation, document scanning, insurance mailings, and welcome package distribution for new mortgage members.
• Coordinate legal and compliance-related requests by processing subpoenas, court orders, and documentation requests within required timelines.
• Respond to internal and external member service requests through phone, email, and ticketing systems, including payoff quotes, statements, verification requests, and paid-in-full letters.
• Maintain positive relationships with members, branches, departments, and external partners while supporting organizational culture and proficiency with required systems and software.

This position is on‑site at our Corporate Office in Dallas (10000 North Central Expressway, Dallas, TX 75309). Compensation ranges from $18–$22 per hour, depending on qualifications, and the schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m.

1. A quick phone screen to get to know you
2. A Zoom interview with the team
3. Short assessments to help us learn more about your strengths and work style
4. An in‑person interview at 10000 North Central Expressway, Dallas, TX 75309
5. Once you’ve signed your offer letter, we’ll begin your background and credit check

Advancial isn’t just about business – it’s about building careers, communities, and futures. If you want to work somewhere that supports your growth, values your time, and recognizes your impact, you’ve found the right place.

• High school diploma or general education degree (GED); and three years related mortgage document experience and/or training; or equivalent combination of education and experience.
• Working knowledge of computer hardware and software required including Microsoft Office Suite and Adobe
• Critical thinking
• Time management

Of course we provide healthcare, life insurance, and 401K benefits, but here is what else we offer:

• Take Time for Life: In addition to 11 company holidays, you start with 3 weeks of vacation, and recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO – free for you and your loved ones (you just pay taxes).
• Retire with Confidence: We contribute to your 401k. It’s our way of helping you build the future you deserve.
• Pets Are Family Too: With affordable pet insurance (we even chip in), your furry friends are covered for everything from checkups to surgeries.
• Invest in Your Future: We’ll cover 80% of your tuition costs after one year, so you can continue to grow, learn, and achieve your goals.
• Life Happens: Our Advancial Life Rewards program reimburses you up to $1,000 each year for unexpected expenses – because we know life doesn’t always go according to plan.