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Rogue Credit Union · 1 day ago

Residential Loan Advisor

Medford, OR

Part-time

Hybrid

Mid Level

3+ years exp

Rogue Credit Union is a member-owned, not-for-profit financial cooperative headquartered in the Rogue Valley. The Residential Loan Advisor acts as the initial contact for remote members with residential loan inquiries, assisting them in choosing the best loan options and facilitating the application process.

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 registrationMicrosoft Office proficiencyResidential loan knowledgeCommunication skillsActive listening

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

Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation

Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication

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

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

Repeating motions that may include the wrists, hands and/or fingers while using computer

Communicating with others to exchange information

Perceiving the nature of sounds at normal speaking levels or without correction

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