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Teachers Federal Credit Union · 2 weeks ago

Outside Mortgage Loan Officer - Naples

Naples, FL

Full-time

Onsite

Entry Level

1+ years exp

Teachers Federal Credit Union is committed to guiding members toward building a strong financial foundation. They are seeking an Outside Mortgage Loan Officer responsible for initiating the mortgage loan application process, evaluating creditworthiness, and maintaining business relationships to drive mortgage sales.

BankingFinance

Responsibilities

Develop and maintain business relationships with centers of influences in the assigned region or state such as real estate and attorney offices

Source new business by independently identifying potential clients that are in the market for a mortgage, and communicating the credit unions different mortgage programs, products and guidelines to these clients

Evaluate and determine the creditworthiness of an application that is being submitted by a client for a mortgage

Manage and monitor the file from application to closing by collecting and verifying all documentation in relation to the application

Be a key stakeholder in the entire mortgage process by working closely with the mortgage sales manager and processing team at the credit union by providing extraordinary service to both internal and external partners

Aligning his / her individual goals with the credit union’s goal by meeting and exceeding productivity, quality and member service standards; providing recommendations whenever necessary to improve the mortgage process

Partner and work closely with the mortgage sales manager by executing on specific projects to drive profitability for the credit union in the mortgage channel

Attend networking events on behalf of the credit union and business development teams to include breakfasts, lunches to grow and improve his / her networking and prospecting opportunities

Comply with all aspects as rules and regulations such as BSA (Bank Secrecy Act), AML (Anti-Money Laundering), OFAC (Office of Foreign Asset Control) and RESPA (Real Estate Settlement Procedures Act) as it relates to the position

Performs other duties upon request by immediate supervisor