Mortgage Consultant jobs in United States
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TruStone Financial Credit Union · 1 day ago

Mortgage Consultant

TruStone Financial is a full-service, member-owned credit union that focuses on empowering members’ financial well-being. They are seeking a Mortgage Consultant to develop and maintain a customer referral base and provide professional expertise in promoting and originating first mortgage lien loans.

BankingFinancial ServicesNon Profit

Responsibilities

Develop and maintain a TruStone Home Mortgage customer referral base of Realtors, Builders, Financial Service Providers, and Consumers
Provide professional expertise in promoting and originating first mortgage lien loans that meet portfolio and investor guidelines
Build rapport and provides quality customer service for external customers
This position is responsible for growing the TruStone Home Mortgage customer base outside of the TruStone Financial Credit Union Network

Qualification

Mortgage lending experienceMortgage productsNetworking skillsFannie Mae knowledgeRegulatory compliance knowledgeBusiness acumenBasic math skillsData balancing skillsCommunication skills

Required

Availability to work 40 hours per week Monday through Friday between the hours of 8:00am - 5:00pm at our Plymouth Corporate Office, Burnsville Administrative Office, or Oakdale branch; non-exempt
Bachelor's Degree in Finance, Business Administration or a related field, or four years of equivalent work experience in the mortgage lending field
Three years of experience in mortgage lending, finance or real estate related field
One year of experience and proven success at developing consistent business by networking
Thorough knowledge of Fannie Mae, FHA, USDA and VA Lending
A valid state driver's license
Knowledge of mortgage products and underwriting guidelines, and regulatory requirements
Excellent oral and written communication skills
A high level of business acumen with the ability to develop strong relationships with borrowers, realtors, builders, financial services providers and customers by networking outside TruStone Financial Credit Union
Ability to identify and facilitate change in a deadline driven, highly regulated environment
Competency in basic math skills such as calculating interest and mortgage payments
Ability to work with and balance data in a variety of loan systems
Required to be compliant with the terms and conditions outlined in TruStone Financial's SAFE Act Policy, which includes the submission of fingerprints, the successful completion of an FBI background check and maintaining current and compliant registration in Nationwide Mortgage Licensing System (NMLS)
Compliance with the Bank Secrecy Act and all its provisions
Ability to pass a pre-employment drug test and various background checks
Regular and reliable attendance at the workplace

Benefits

Competitive pay and incentive programs for all positions.
Health insurance with the ability to choose which plan option is best for you – a Traditional Health Plan or Health Savings Plan.
Affordable dental and vision insurance coverage.
Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees – and, the longer your tenure, the more PTO you’ll have to enjoy.
10+ paid holidays each year.
Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.
401(k) with 50% employer match on the first 6% you contribute – plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.
Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.
Employer-paid Short Term and Long Term Disability benefits.
Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents.
Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees).
Career development opportunities – including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more.
Special employee discounts when you join TruStone Financial as a credit union member.
Employee activities, events, discounts, and many other great benefits and perks!

Company

TruStone Financial Credit Union

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TruStone Financial is a credit union driven to create exceptional financial experiences.

Funding

Current Stage
Late Stage
Total Funding
$25M
2024-01-02Debt Financing· $25M

Leadership Team

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Dale Turner
President and CEO
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Company data provided by crunchbase