Capital Credit Union · 8 hours ago
Mortgage Lender
Kimberly, WI
Full-time
Onsite
New Grad, Entry Level
0+ years expCapital Credit Union is committed to strengthening communities by assisting members with their mortgage lending needs. The Mortgage Lender will build financial relationships, promote products, and provide exceptional service while managing various types of mortgage loans and assisting members with their inquiries.
Banking
No H1B
Responsibilities
Concentrates on building financial relationships with members, using a member advocacy approach
Continuously and effectively sells and services our product line, including but not limited to all types of mortgage loans. In addition, discusses and suggests other promotions and products including consumer loans, debt protection, and insurance to help meet the member’s needs. Makes member referrals to Member Service Representatives, Commercial Lending, and Financial Advisors, including arranging member appointments
Maintains an effective working knowledge, including the technical aspects of the products listed above. Able to help members determine the suitability of those products
Initiates applications for all real estate loans, including conventional, VA, HELOC, and home equity loans
Ensures the accuracy, follow up, and maintenance of all types of accounts on the computer system
Interprets key documents for members based on our policies and government regulations
Corresponds with the membership on eligibility requirements for accounts and loans and denials of credit
Answers member questions as well as other employees’ questions concerning the broad range of Credit Union products and information
Assists in preparing procedures and documentation for the position, including meeting specific deadlines
May be required to open/close branch, following all applicable procedures and policies
May assist in training new employees
Responsible for projects or other duties as assigned by their Supervisor, VP of Mortgage Lending or other management team members
Actively attends meetings and training sessions to remain up to date and be responsible for policies, regulations, procedures, products and legal requirements, including the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies and regulations
Regularly attends closings at title companies and other locations to meet the needs of our membership
Builds and maintains relationships with realtors and title companies
Qualification
Required
Ability to read, write, and comprehend detailed and technical instructions, short correspondence, and memos; the ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education
Ability to pass a federal criminal background check and be listed on the Federal Mortgage Loan Officer registry as required by the S.A.F.E. Act
Ability to pass and maintain State of Wisconsin Notary requirements including electronic notary
Ability to operate an on-line computer terminal (including a good working knowledge of the core computer system, Nautilus, Encompass, Microsoft 365, and e-mail), keyboard, scanner, fax machine, and adding machine normally acquired through a basic course or one to three months of on-the-job experience
Working knowledge of the products, services, and procedures needed to process transactions as normally acquired through three-to-six months of on-the-job experience, at least one of which is with the Credit Union
Ability to concentrate on and pay close attention to detail for over 50% of work time. Must be able to closely examine documentation. Requires a high degree of accuracy
Analytical ability necessary to research and resolve member problems and determine the appropriate course of action
Interpersonal skills necessary to deal effectively and efficiently with a diverse group of members in various degrees of stressful situations. Requires strong communication/listening skills to deal diplomatically and effectively with sensitive situations. Demonstrates strong motivation and sales skills
Ability to exercise a high degree of independent judgment when addressing member concerns. Must be supportive of the overall business objectives
Possess valid Driver's License for occasional travel for events, meetings, etc
Company
Capital Credit Union
Capital Credit Union is a not-for-profit financial institution in Northeastern Wisconsin, which focuses on the needs of over 120,000 members and growing.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Stephen Zich, MBA, CSME
SVP/Chief Marketing Officer
Dave Englebert
Chief Commercial and Credit Officer
Recent News
2025-03-22
2025-03-21
2025-03-19
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