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BECU · 1 day ago

Mortgage Advisor - Pierce County

Puyallup, WA

Full-time

Onsite

Entry, Mid Level

$21.65/hr - $38.03/hr

2+ years exp

BECU is a financial institution committed to serving its members and communities. As a Mortgage Advisor – Primary Market, you will guide members through mortgage decisions, build relationships, and mentor teams to enhance mortgage knowledge and service.

Banking

Responsibilities

Be a trusted mortgage guide: Serve as the primary point of contact for mortgage products, services, and processes—supporting members from application through funding with clarity and confidence

Build lasting member relationships: Deepen and retain mortgage relationships by listening closely, understanding financial goals, delivering tailored solutions, and following through every step of the way

Drive results together: Contribute to individual and team goals by enhancing the member experience, supporting referral generation, and collaborating across centers and branches

Grow referral partnerships: Maintain and expand mortgage referral relationships with members, employees, business development managers, and third-party partners

Coach and elevate teams: Mentor and coach branch and center teams to identify mortgage opportunities, improve processes, and confidently serve member needs

Educate and empower colleagues: Share knowledge with Member Consultants and Managers on mortgage identification, servicing, and continuous process improvement

Represent BECU in the community: Actively participate in community organizations and events to generate new mortgage business, deepen relationships, and educate others about BECU’s mortgage solutions

Negotiate with care and confidence: Work with members to negotiate loan terms and conditions while aligning with credit union policies and procedures

Support underwriting success: Review loan files using automated underwriting systems, correct deficiencies when possible, and partner with underwriters on non-approved loans

Ensure regulatory excellence: Stay current on federal and state lending regulations—especially mortgage and home equity—and support staff awareness of compliance updates

Leverage product expertise: Maintain thorough knowledge of mortgage and consumer loan offerings to generate leads and recommend appropriate solutions

Master mortgage systems: Understand loan origination systems (LOS), underwriting, processing, guidelines, and tracking tools to coach and support consultants effectively

Collaborate across BECU: Build strong partnerships with mortgage and internal departments to enhance the member experience and improve production outcomes

Stay market-aware: Keep informed on mortgage industry trends and local real estate market developments

Prospect with purpose: Generate new mortgage relationships through proactive prospecting and lead generation

Resolve with care: Serve as an escalation point for member issues, ensuring concerns are addressed thoughtfully and effectively

Communicate for success: Maintain open, effective communication with credit union employees to support shared goals and coordinated efforts

Continuously improve: Contribute to ongoing process and service quality improvements in support of credit union objectives

Flex when needed: Perform additional duties as assigned to support team and organizational success

Qualification

Mortgage loan productionMortgage loan salesCompliance with SAFE ActRelationship managementConsultative sales experienceMicrosoft Office proficiencyProblem resolution skillsCustomer service skillsMath skillsTime management skillsVerbal communication skillsWritten communication skillsAdaptability

Required

Bachelor's degree or equivalent work or education related experience

Minimum two years of experience in mortgage loan production, including conventional, FHA, and VA products

Minimum two years of mortgage loan sales experience, and/or consultative sales experience in financial services or a financial institution required

Compliance with SAFE Act legislation, which requires annual registration as a Mortgage Loan Originator (MLO)

Preferred

Ability to take initiative and be self-motivated

Effective relationship management, problem resolution and customer service skills

Strong sales, prospecting and follow-up skills

Excellent interpersonal skills to ensure issues are handled in a fair and consistent manner

Ability to contribute both independently and as a team member in multi-priority fast paced environment

Proficient with Microsoft Office Products

Excellent time management skills. Ability to adapt to evolving work priorities

Excellent verbal and written skills to effectively communicate

Proficient math skills, with a high degree of accuracy. Ability to perform complex income analysis

Ability to exercise confidentiality and discretionary judgment

Ability to use discretion in decision making and sound judgment in problem solving

Ability to adapt to change within working responsibilities, be it internal, market or regulatory driven

Benefits

401(k) Company Match (up to 3%)

4% annual contribution to your 401(k) by BECU

Medical, Dental and Vision (family contributions as well)

PTO Program + Exchange Program

Tuition Reimbursement Program

BECU Cares volunteer time off + donation match

Company

BECU

Glassdoor3.7

As a member-owned, not-for-profit financial cooperative, BECU is guided by the credit union philosophy of “people helping people.” In fact, putting people over profit guides our everyday business decisions.

Founded in 1935

Tukwila, Washington, USA

1001-5000 employees