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Mortgage Development Officer - Tulsa

Job in Bartlesville, Washington County, Oklahoma, 74003, USA
Listing for: Truity Credit Union
Full Time position
Listed on 2026-07-25
Job specializations:
  • Finance & Banking
    Loan Officer / Lending, Mortgage Loan Originator / Advisor
Job Description & How to Apply Below

Mortgage Loan Specialist

This position assists Credit Union members with mortgage loan products and proactively solicits mortgage business from realtors, relocation specialists, key community partners and members.

Essential Functions

May include any and/or all of the following:

  • Actively listen and respond to member inquiries, suggestions, requests, and concerns.
  • Recommend mortgage loan products to members and take applications.
  • Proactively elevate mortgage business volume in the market by building rapport with key community leaders and real estate professionals; by employing systems for follow-up and process management; and by serving members in a manner that prompts them to promote and repeat business.
  • Aggressively increase the volume by building rapport with key corporate and real estate professionals; by employing systems for follow-up and process management; and by serving members in a manner that prompts them to promote and repeat business.
  • Successfully register with NMLS annually.
  • Successfully complete all applicable compliance training and testing.
  • Work with VP, Mortgage Sales & Development and Assistant Manager, Sales and Development to identify trends, product enhancements and process improvements in order to capture a greater share of the business.
  • Work with departmental personnel to ensure mortgage applications generated through business development activities are processed and closed effectively.
  • Perform other duties and responsibilities as assigned.
  • Knowledge, Skills, Abilities and Personal Characteristics
    • Knowledge of:
      • Mortgage Lending functions including policies, practices, and standards
      • Modern office equipment
      • Credit Union operations, procedures, products, services, philosophies, practices, and systems
      • Technology and various software programs
    • Ability to:
      • Read and interpret a variety of instructions furnished in written, oral, diagram, and schedule form
      • Organize and prioritize in order to meet deadlines
      • Write reports and correspondence and to speak effectively before members and employees.
      • Solve practical problems and deal with variables in situations
      • Self direct with the initiative and drive necessary to activate a project from conception through completion
      • Solicit business that results in increased volumes
    • Skill in:
      • Interpersonal and human relations
      • Making effective and timely decisions
      • Typing and personal computer
    Qualifications

    Pursue opportunities for professional growth and development through training, education and self-study

    Successfully complete all applicable compliance training and testing

    Experience with Federal Housing Authority FHA, Veterans Affairs VA, and Freddie Mac, construction loans, bridge loans and reverse mortgage loans

    Incumbents are required to maintain their registration active, and current, with the National Mortgage Licensing System throughout their employment

    Requirements

    Regular attendance and timeliness are essential functions of this position. While performing this job, the employee is regularly required to sit or stand for a significant period of time and perform functions that require manual dexterity. The employee must occasionally reach above or below normal body position, stoop or bend, and carry, lift or move objects weighing up to 25 pounds.

    A normal range of hearing, vision, and speech are required to effectively work with co-employees and members.

    This position requires registration on an annual basis with the NMLS registry.

    This job description should not be interpreted as all inclusive. It is intended to identify the duties, responsibilities and requirements of this job. Incumbents may be requested to perform job-related responsibilities and tasks other than those stated in this description. Any physical demand of essential function or requirement of this position will be evaluated as necessary should an incumbent/applicant be unable to perform the function or requirement due to a disability as defined by the Americans with Disabilities Act (ADA).

    Reasonable accommodation for the specific disability will be made for the incumbent/applicant when possible.

    EEO:

    Equal Opportunity Employer/Veterans/Disabled

    Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

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