Elevations Credit Union · 11 hours ago
Mortgage Loan Assistant II
Broomfield, Colorado, United States
Full-time
Hybrid
Entry, Mid Level
2+ years expElevations Credit Union is a member-owned not-for-profit financial institution serving Colorado’s Front Range. The Mortgage Loan Assistant II contributes to the success of the Mortgage Loan Officer by managing the mortgage loan process, providing administrative support, and ensuring compliance throughout the loan lifecycle.
Financial Services
Responsibilities
Take ownership of the mortgage loan process from application to funding, acting as project manager with minimal supervision
Interact with members, loan officers, fellow LOA’s, processors, underwriters, closers, title agents and real estate professionals in a collaborative and professional manner
Schedule and attend pipeline meetings for loans in process
Communicate loan progress to borrower and real estate agents
Effectively manage purchase contract and lock expiration dates, anticipating areas of concern and bringing them to the attention of the loan officer and processor, assist as needed to meet those deadlines
Prepare and submit appraisal reconsiderations, rapid rescore requests and loan committee reviews with guidance from loan officer, or LOA Supervisor
Responsible for maintaining TRID compliance in providing mortgage disclosures throughout the process
Continued knowledge development of loan origination software, compliance requirements, ECU systems and procedures, loan structure/pricing and underwrite guidelines
Develop and create best practices for SOPs, workflows and loan origination software
Prepare and implement marketing ideas and support to expand loan officer referral partners and book of business
Assist mortgage operations staff, as needed
Maintain a professional work environment and business-like appearance
Exemplify the Elevations Credit Union culture and core values in all workplace interactions and settings
Adhere to all Federal/State laws and governing regulations applicable to mortgages and the credit union
Adheres to all applicable Federal and State laws and regulations governing the Credit Union, including the Bank Secrecy Act (BSA)
Qualification
Required
Minimum two years mortgage experience
Knowledge of Fannie Mae & Freddie Mac guidelines, mortgage regulations and TRID compliance
Familiarity with mortgage loan programs, structure, options and pricing
Interpersonal Skills: Courtesy, tact, discretion and diplomacy are essential elements of the job. Candidate must have an ability to foster positive work relationships with people both inside and outside the organization
Preferred
Mortgage sales experience preferred
Company
Elevations Credit Union
Elevations is one of the largest & most successful credit unions serving Adams, Boulder, Broomfield.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Gerry Agnes
President and CEO
Michael Calcote
Chief Financial Officer
Recent News
2026-01-08
2025-12-02
2025-10-21
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