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Rogue Credit Union · 4 days ago

Residential Loan Advisor

South Medford Plaza, Medford, OR, US

Full-time

Onsite

Mid Level

$23.92/hr - $29.90/hr

3+ years exp

Rogue Credit Union is a member-owned, not-for-profit financial cooperative headquartered in the Rogue Valley located in beautiful southern Oregon. They are seeking a Residential Loan Advisor to assist remote members with residential loan inquiries, providing guidance and support throughout the application process for Home Equity and Home Refinance products.

BankingCreditDebit CardsFinancial ServicesInsurance

Growth Opportunities

Responsibilities

Accepts inbound residential loan calls reviewing and explaining loan options, rates and terms with members providing guidance on which products meet their needs. Inputs loan applications into the proper point of sale system to facilitate the loan process. Provides initial disclosures on Home Equity and Manufactured Home in a Park (MHIPs)

Actively returns calls to members with residential loan inquiries within an established Service Level Agreement (SLA) that have entered through the remote or digital channels

Promptly responds to member requests, questions, and concerns by finding the appropriate solution. Assists members as quickly as possible and assists walk-in members whenever possible

Facilitates residential loan transactions by assigning the member to the appropriate Mortgage Loan Officer (MLO) for same day response

Promotes a culture of deepening participation by effectively and actively cross selling credit union products and services to meet each member's needs

Proactively performs other duties as needed or assigned

Qualification

NMLS registeredMicrosoft Office ApplicationsListening skillsCommunication skillsInterpersonal skills

Required

Three years to five years of similar or related experience

A high school education or GED

Must be National Mortgage Loan Service (NMLS) registered to serve in this role

Good communication and listening skills

Proficient in Microsoft Office Applications and other software programs

Ability to receive detailed information through oral communication, and make fine discernments in sound

Close and continuous visual acuity to perform activities such as: preparing and analyzing data and figures, transcribing, viewing a computer terminal, and extensive reading

Must be able to remain in a stationary position, often standing or sitting for prolonged periods

Some adjusting or moving objects up to 30 pounds in all directions