About S3:
We are excited to share that S3 was named a Top Workplace of 2022 through the Baltimore Sun, 2023 Top Workplace in the USA as well as for leadership, and 2023 America’s most loved workplaces by Newsweek. Our commitment to teamwork and a positive attitude enables us to deliver service that generates quality results for our partners. If you join our team, we’ll invest in your learning and development through training programs designed to power your success.
S3 is a Credit Union Service Organization (CUSO) which is an organization, owned by credit unions. We serve credit unions by supporting their operations and delivering world class service. We support the credit union members with their loans, deposits and other financial needs to achieve their goals.
The Home Equity Scheduler will be part of the talented Home Equity team. The Scheduler is responsible for coordinating closings with members, credit unions, and settlement agents. This role ensures the loan file is complete with interest rate and terms. This position is key in providing members critical information for their closing and therefore has a significant impact on the member experience.
S3 STAR Values:
- Service
- Teamwork
- Attitude
- Results
Location: Remote
TOP JOB RESPONSIBILITIES:
- Scheduling closings with third party notary and title company or settlement agent as needed.
- Responsible for contacting members to provide the loan terms, interest rate, disbursements and details on how the HELOC works.
- Review title and loan terms prior to contacting the member to schedule a closing.
- Update partner credit union closing calendar.
- Confirm final closing and funding terms with member.
- Update the loan origination system with confirmed closing details.
- Manage pipeline of unscheduled cleared to close HELOCs.
Other responsibilities and opportunities:
- Responsible for any required follow up on homeowner’s insurance policy updates.
- Communicates with closers and processors to resolve issues or as needed.
- Additional job-related projects and duties as assigned by management.
QUALIFICATIONS & SKILLS:
- 1 year of experience in finance or lending preferred.
- Knowledge of loan origination system preferred.
- Proficient in Microsoft Office (Excel, Word, Outlook).
- Strong communication skills, both verbal and written.
- Strong customer service skills required.
- Ability to prioritize workload effectively.
- Ability to work independently as well as part of a team.
- Ability to adapt to change.
PERKS AND BENEFITS:
- Group medical, dental, and vision coverage insurance
- Generous Paid Time Off
- Up to 11 Paid Holidays Per Year
- 401(k) With Employer Match and Discretionary Contribution
- Employee Referral Program
- Wellness Programs
- Peer-to-Peer Recognition Program
- Salary commensurate with experience with an expected range of $42,000-$52,000/annually
Equal Employment Opportunity
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.”
ADA Statement & Requirements
S3 is committed to the full inclusion of all qualified individuals. In keeping with our commitment, S3 will take steps to ensure that people with disabilities are provided reasonable accommodations.
Work Environment- This position operates in a professional office environment. This role uses standard office equipment such as computers, phones, photocopiers, filling cabinets and fax machines.
Cognitive Requirements-
Occasionally: Perform basic mathematical computations. Compile, copy and compare information. Analyze and compute information. Problem solving and critical thinking. Motivate, lead, influence and collaborate with others both internally and externally.
Frequently: Works independently, little supervision needed. Comprehend materials and follow instructions. Exercise good judgement/reasoning and resourcefully solve routine problems. Organize and handle multiple tasks and prioritize. Handle confidential/sensitive information.
Constantly: Effectively communicate verbally and in writing. Exhibit excellent customer service skills.
Physical Requirements-
Occasionally: Walk- Moving about on foot to accomplish tasks, particularly for long distances or moving from one work site to another. Use hand/fingers to handle and feel.
Constantly: Sit- Remaining in a seated position for long periods of time. Use hands/fingers for repetitive keyboard & hand motion. Speak coherently.
Emotional Effort- Occasional short deadlines. The work environment is occasionally hectic with periods of high stress.
Internal/External Interaction- Occurs occasionally with periods of high volume.
