• Assist Loan Originators by prioritizing sales pipelines based on application statuses • Support Loan Originators with tasks related to completing the mortgage loan application (1003 Application) • Generate initial disclosures for LO review in accordance with the TILA-RESPA Integrated Disclosure Rule (TRID) procedures and timelines • Collect documentation from borrowers at the direction of LOs and the loan system • Manage the statuses and follow-up communications with mortgage service providers such as appraisers and title companies • Work with wholesale lending underwriters to secure conditional approval and clearance to close • Validate Final Closing Disclosure (Final CD) information and resolve any missing or mismatched data before closing the loan file in our system • Execute a Closing Checklist to confirm that all regulated and reportable information is captured in a loan file before closing the file in our system • Participate in process improvement projects • Provide prompt, warm, and memorable service

• Learn about and observe how the policy team engages with governmental agencies, Congressional offices, and state legislative offices • Develop research skills by gathering and summarizing information related to sexual assault policy issues and emerging legislative trends • Gain exposure to the policy development process by assisting with background research and contributing to draft memoranda, policy statements, briefing materials, and correspondence under staff guidance • Build professional administrative and organizational skills through participation in data entry, document management, and departmental support activities • Learn how policy resources are organized and shared by assisting with the maintenance and enhancement of databases, resource libraries, and dissemination tools • Gain experience monitoring and tracking legislation across all 50 states and learn how legislative developments inform policy and advocacy strategies • Participate in team meetings, discussions, and mentorship opportunities designed to enhance understanding of public policy, advocacy, and nonprofit operations

• Help manage the company books using QBO for a duration of 6 months • Gain experience in a professional setting

• Supports member telephone inquiries including but not limited to opening accounts, assisting with loan applications, credit card, account information and account changes. • Responsible for educating members about self-service options and must be able to sell/cross sell products and services to new and existing members of the Credit Union. • Maintains service standards as required by position benchmarks for quality, turnaround time, accuracy and follow up. • Performance is primarily based on quality and productivity measures including but not limited to schedule adherence, call quality scores and process adherence. • Provides members with account information and performs account transactions including accepting loan applications, opening accounts, and processing transfers, withdrawals, and other deposit product servicing functions. • Strives to provide first contact resolution when within Credit Union policy. • Ensures adherence to company policies and procedures and Banking/Credit Union Regulations. • Educate new and existing members on loan and deposit products and other services. • Authorizes service fee refunds and waivers within established guidelines for this position. • Promotes use of virtual banking services, such as online and mobile banking, automated phone service and resolves user issues. • Participates in new product testing and other organization/departmental projects as assigned. • Provides input to management on workflow issues, patterns, and improvements. • Promotes and demonstrates a positive work atmosphere by communicating in a manner consistent with professional standards to work effectively with members, co-workers, management, and vendors. • Keeps abreast of industry developments including, but not limited to changes in regulations and technology.