Retail Mortgage Loan Officer

Overview

This role is responsible for the development of new mortgage business from both credit union members and non-credit union referral sources. Work includes prospecting non-member borrowers and referral sources as well as prospecting to credit union provided lead opportunities using knowledge of credit union products and mortgage guidelines, as well as an overall knowledge of mortgage lending and current market conditions.

• Develops new mortgage business through referral sources such as realtors, and past clients.
• Conducts outbound calling and selling to member leads and credit union provided non-member leads.
• Develops and continually grows a diverse referral base.
• Prospects and follows up credit union provided leads as well as identifies and sells Alliant’s mortgage strengths and niches.
• Develops and consistently executes a goal focused business plan.
• Takes accurate and complete first mortgage loan applications, collects initial documentation and forwards to processing unit.
• Originates quality applications that meet Alliant’s product guidelines.
• Sets proper borrower expectations and works with member and processing to facilitate a smooth and timely member experience to ensure member satisfaction and expectations are met.
• Supports the Credit Union s relationship culture through on-going customer contact, quality customer service and superior product knowledge.
• Ensures compliance with applicable state and federal laws, company procedures and policies.
• Maintains integrity and ethics in actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.

Education

Minimum - 4 Year Bachelors Degree in Finance, Business, Economic or Related

Years of Experience

Minimum - 5 Years Retail loan officer or related

In Lieu of Education

6 Years Retail loan officer or related

Typical hiring range: $30,800.00 to $43,600.00 Annually. Actual compensation will be determined using factors such as experience, skills & knowledge.

Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match including:

• Annual performance bonus
• Work from home up to 3 days a week
• Paid parental leave
• Employee discount programs
• Time off including paid personal and sick days
• 11 paid holidays
• Education reimbursement

This employer is an equal opportunity employer. This role may be subject to additional federal employment notices as required by law. For more information, please review Know Your Rights notices from the Department of Labor.