Mortgage Development Officer – Tulsa

JOB SUMMARY

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

May include any andor 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 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 toRead 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

Critical Development Experiences Pursue opportunities for professional growth and development through training education and self study Successfully complete all applicable compliance training and testing Education and experience equivalent to 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

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

Follows regulatory and policy compliance requirements which include those efforts in compliance with Bank Secrecy Act BSA Office of Foreign Asset Control OFAC and Anti Money Laundering AML Regulations Identity Theft Red Flags and other compliance related Policies This position also requires maintaining confidentiality with regard to non public information about our members and the Credit Union 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…