Mortgage Loan Officer

VERVE A CREDIT UNION • Holmen, WI • 3h ago

JOB REQUIREMENTS: Description POSITION SUMMARY The Mortgage Advisor
serves as the primary contact for members seeking mortgage-related
information and financing solutions. This dynamic, member-facing role
combines consultative sales, financial counseling, and relationship
management to guide borrowers through every step of the mortgage process
from initial inquiry to loan closing. The MA actively generates leads,
builds and maintains strong relationships with real estate
professionals, and represents the Credit Union at homebuyer events and
community outreach activities. This role is responsible for assessing
borrower needs, prequalifying applicants, collecting and reviewing
financial documentation, and ensuring compliance with regulatory
requirements such as RESPA, TILA, HMDA and applicable investor
guidelines. POSITION RESPONSIBILITIES Act as a salesperson and acquire
leads and information from branches or other team members regarding
members seeking mortgage related information. Contact members and make
an appointment for a meeting. Travel to branch or designated area to
meet with members. Follow up with members requesting mortgage
applications and information. Establish, manage, and maintain
relationships with parties involved in the real estate/mortgage industry
such as realtors, brokers, title companies, etc. in order to grow and
support referrals. Serve as primary contact with all parties on
individual loans originated from application to closing by advising,
educating, and guiding members through the real estate purchase
transactions. These duties include, but are not limited to: Counsel and
prequalify potential homebuyers, which includes recommending the
mortgage product most suitable to meet the applicant\'s needs. Complete
applications and inform applicants of all closing cost and related fees.
Respond to all inquiries and resolve any discrepancies, i.e. credit
report, late payments, etc. Obtain all necessary support documents along
with appropriate fee and lock-in information in compliance with FNMA,
VA, FHA, and other mortgage lending regulations inclusive of RESPA,
Truth-in-Lending, HMDA, etc. Review and interpret credit reports
according to established guidelines. Oversee loan process by monitoring
loan status and ensuring conformity with terms. Assist in collecting
additional documents and communicating loan status to all parties.
Provide functional guidance to loan processors regarding coordination of
workflow files in process. Inform applicants of loan denial or
acceptance. Use independent judgment to effectively analyze the
borrower\'s request and qualifications to: Determine eligibility for
various programs by reviewing borrower provided information. Assist
borrower for... For full info follow application link. All qualified
applicants will receive consideration for employment without regard to
race, color, religion, gender, national origin, age, sexual orientation,
gender identity, disability or veteran status *** APPLICATION
INSTRUCTIONS: Apply Online: ipc.us/t/0E11CB53121649F4

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