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Equal Opportunity Employer
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Reports To: Varies by Location
Primary Functions: Originate mortgage loans and assist with officer training.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and promote the general business interests of the company.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal, Retail branch partners, and financial planning fields.
- Interview buyers/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates and disclosures, and gather required documentation and fees to process mortgage loans.
- Ensure all loans are originated, disclosed and/or re-disclosed accurately and timely within all established regulatory compliance requirements and timeframes.
- Ensure accurate processing is completed in a timely manner and prepare for submission to underwriting.
- If the loan is approved, take final steps to ensure a smooth closing. If the loan is declined, verbally advise the borrower and issue applicable refunds. Return any documents not pertaining to credit.
- Answer origination questions for mortgage loan officers as required and assist with their training. Help Mortgage loan officers get their production up to minimum requirements.
- Conduct sales presentations for Realtors, and Retail branch partners as necessary to enhance business relations.
- Perform other duties as assigned.
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to Retail branch partners, the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal, financial planning fields, and Retail branch partners.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates and disclosures, and gather required documentation and fees to process mortgage loans.
- Ensure all loans are originated, disclosed and/or re-directed accurately and timely within all established regulatory compliance requirements and timeframes.
- Ensure accurate processing is completed in a timely manner and prepare for submission to underwriting.
- If the loan is approved, take final steps to ensure a smooth closing. If the loan is declined, verbally advise the borrower and issue applicable refunds. Return any documents not pertaining to credit.
- Conduct sales presentations for Retail branch partners and Realtors as necessary to enhance business relations.
- Attend Retail branch meetings regularly and make in person visits weekly at the main source for Mortgage referrals.
- Provide on-going coaching and training to retail partners as a way to gain quality mortgage referrals.
- Participate in quarterly branch lobby days in conjunction with Retail branch partners.
- Participate in community events as directed to further enhance and grow business and market share.
- Perform other duties as assigned.
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates and disclosures, and gather required documentation and fees to process mortgage loans.
- Ensure all loans are originated, disclosed and/or re-directed accurately and timely within all established regulatory compliance requirements and timeframes.
- Ensure accurate processing is completed in a timely manner and prepare for submission to underwriting.
- If the loan is approved, take final steps to ensure a smooth closing. If the loan is declined, verbally advise the borrower and issue applicable refunds. Return any documents not pertaining to credit.
- Conduct sales presentations for Realtors as necessary to enhance business relations.
- Perform other duties as assigned.
Reports to: Manager, Business Intelligence
Functions Supervised: None
Primary Functions: Design, build and support analytics that fulfill business requirements. Provide industry and market context in the interpretation of analytical results. Formulate recommendations that will be used to advise and drive decision making by executive management and other teams within the organization. Create and maintain reports and dashboards to deliver business intelligence to the organization.
Duties and Responsibilities:
- Provide assistance and support the development and publication of reports and dashboards.
- Assist in gathering, analyzing, and interpreting data sets to identify patterns and trends.
- Formulate recommendations to executive management and other teams in defining business goals and needs.
- Research new data gathering and analysis techniques.
- Study business / economic trends, political situations, policies and regulations; and understand how they may impact financial institutions and associated lines of business.
- Develop knowledge of credit union operations and knowledge of current industry trends as well as current methods and technologies that relate to analytics, statistics, and reporting.
- Perform other duties as assigned.
Reports To: Varies by location
Primary Functions: Originate mortgage loans and assist with originator training.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and promote the general business interests of the company.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal, and financial planning fields.
- Interview buyers/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates and disclosures, and gather required documentation and fees to process mortgage loans.
- Ensure all loans are originated, disclosed and/or re-disclosed accurately and timely within all established regulatory compliance requirements and timeframes.
- Ensure accurate processing is completed in a timely manner and prepare for submission to underwriting.
- If the loan is approved, take final steps to ensure a smooth closing. If the loan is declined, verbally advise the borrower and issue applicable refunds. Return any documents not pertaining to credit.
- Answer origination questions for mortgage loan originators as required and assist with their training.
- Conduct sales presentations for Realtors as necessary to enhance business relations.
- Perform other duties as assigned.
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates and disclosures, and gather required documentation and fees to process mortgage loans.
- Ensure all loans are originated, disclosed and/or re-directed accurately and timely within all established regulatory compliance requirements and timeframes.
- Ensure accurate processing is completed in a timely manner and prepare for submission to underwriting.
- If the loan is approved, take final steps to ensure a smooth closing. If the loan is declined, verbally advise the borrower and issue applicable refunds. Return any documents not pertaining to credit.
- Conduct sales presentations for Realtors as necessary to enhance business relations.
- Perform other duties as assigned.