Real Estate Loan Officer
Listed on 2026-03-07
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Finance & Banking
Banking & Finance, Financial Consultant
Join a Team That Puts People First!
As a Real Estate Loan Officer with Altana Federal Credit Union, you’re not just processing mortgages — you’re guiding people through one of the most meaningful financial journeys of their lives. You’ll be a trusted advisor, a connector, and a champion for our members as they build their futures. In this role, you’ll grow a strong book of business by building relationships, engaging with the community, and providing expert real estate lending support with heart.
What You’ll DoBe a Member Advocate
- Meet with members to understand their goals and help them navigate real estate lending with confidence.
- Gather documentation, analyze loan scenarios, and partner with realtors to create smooth, seamless experiences.
- Build and nurture referral networks through community events, business partnerships, and authentic relationship-building.
- Represent Altana as a trusted resource in the real estate lending space.
- Train team members to spot referral opportunities and feel confident discussing mortgage options.
- Share real estate lending insights with staff, helping elevate financial understanding across the credit union.
- Work closely with investors and other industry partners to deliver strong lending solutions to our members.
- Maintain expert‑level knowledge of credit union products, services, and all regulatory requirements including BSA, Fair Lending, safety, security, and privacy.
- Serve as a positive, professional representative of Altana in every interaction — with members, team members, vendors, and community partners.
- Participate in required meetings and complete assigned training to maintain compliance and develop your skills.
- Follow all credit union policies and procedures.
- Demonstrate reliability by reporting to work on time each scheduled day.
- Support additional responsibilities as needed to serve our members and team.
Education
- High School Diploma or GED required
- Bachelor’s degree preferred
- Two or more years of customer-facing sales experience in the financial services industry
- NMLS certification (or ability to obtain)
- Real estate and loan generation experience preferred
- Strong understanding of real estate and loan generation, with the ability to adapt to unique situations
- Solid analytical, planning, and multitasking abilities
- Comfortable using spreadsheets, checklists, and lending systems
- Strong written and verbal communication skills
- Deep knowledge of real estate markets, underwriting, and lending policies
- Ability to work independently while collaborating effectively with members, coworkers, and community partners
- Sound judgment and decision-making within assigned responsibilities
- Professionalism and discretion when handling confidential information
At Altana, you’re joining more than an organization—you’re joining a community. We believe in caring for our team members the way we care for our members: with respect, support, and a genuine commitment to helping people thrive. Here, your work matters. Your voice matters. You matter.
If you’re ready to grow, contribute, and make a meaningful impact on a team that puts people first every day, we’d love to meet you.
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