Apply on Employer Site

Meriwest Credit Union · 2 days ago

Mortgage Loan Consultant

Corporate, San Jose, CA, US

Full-time

Onsite

Mid Level

$127K/yr - $212K/yr

3+ years exp

Meriwest Credit Union is actively looking for Loan Consultants to work in various locations including San Jose and San Francisco. The Loan Consultant will be responsible for originating residential loan requests and building relationships with referral partners in the real estate community.

BankingFinancial ServicesInsuranceMobile Payments

Growth Opportunities

Responsibilities

Self-sources leads and creates profitable business relationships with referral partners. Sells the credit union's mortgage lending program to companies and individuals within the real estate community

Solicits, and originates residential loan requests from borrowers and other sources including referrals from real estate agents, financial planners, attorneys, and other centers of influence. Advises member on best products to meet member's individual need. Prepares file for underwriting and loan approval

Advises members of advantages of disadvantages of different financial products, marketing, servicing or promoting the credit union's products. Cross sells other Credit Union services

Collects and analyzes information regarding members’ income, assets, investments, or debts to determine which financial products best meet the member’s needs and financial circumstances and determines if buyer, property, and loan conditions meet credit union and governmental standards. Prepare file for submission to underwriting for decisioning

Sells the Credit Union's mortgage lending program to companies and individuals within the real estate community

Keeps informed of current trends in mortgage lending and market factors affecting mortgage lending