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FORUM Credit Union · 1 month ago

Mortgage Advisor

US-IN-Fishers

Full-time

Onsite

New Grad, Entry Level

FORUM Credit Union is a full service financial institution dedicated to enriching the lives of its employees and members. As a Mortgage Advisor, you will conduct mortgage application interviews, develop industry contacts, and ensure compliance with lending regulations while providing exceptional customer service.

CommunitiesCreditFinancial ServicesNon Profit

Culture & Values

Responsibilities

Conduct mortgage application interviews of applicants generated through established contacts: SEGs, Direct Requests, Payoff Requests, Expired Applications, FORUM Marketing Events, and Outside Referral Sources etc

Develop contacts in the real estate industry and other outside sources to produce additional mortgage loans by performing pre-approvals and providing borrower education

Ensure all client contact, disclosures, and client involvement are done in compliance with applicable federal and state regulations

Develop proficiency in lending guidelines for all investors and correspondent relationships with FORUM Mortgage and keep informed of the changes in the mortgage industry

Ensure a smooth and timely mortgage process and closing by:

Pre-qualifying applicants

Counseling customers on the mortgage products and the process

Submitting borrower files to Underwriting for Pre-Approval

Obtaining all necessary documents and information

Keeping all involved parties up-to-date on the status of the loan

Qualification

Mortgage application interviewsLending guidelines proficiencyCustomer service skillsSales experienceFinancial industry experienceNetworking skillsMicrosoft Office proficiencyBorrower educationAttention to detail