Support mortgage operations by assisting processors and underwriters with ordering third-party items, pre-underwriting, uploading disclosures and audit documents, reviewing loan files for completeness and compliance, closing audit items, and preparing assessment reports while ensuring adherence to regulatory and credit union policies.

Designs, develops, delivers, and evaluates training programs across the credit union. Performs needs analyses, creates curriculum and materials, facilitates sessions, tracks training completion and gaps, and acts as a subject-matter resource for products, compliance, and team member development.

Provide high-level administrative support to the CEO, Executive staff, Board and Supervisory Committee. Manage scheduling, communications, records, travel arrangements, expense reconciliation, document production and filing, meeting notes, and special projects. Maintain confidentiality, ensure compliance with BSA/CIP requirements, coordinate strategic planning, and serve as liaison to members, vendors, and internal teams.