Alliant Credit Union · 6 hours ago
Senior Retail Mortgage Loan Officer
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Responsibilities
Develops new mortgage business through referral sources such as realtors, and past clients
Conducts outbound calling and selling to member leads and credit union provided non-member leads
Develops and continually grows a diverse referral base
Prospects and follows up credit union provided leads as well as identifies and sells Alliant’s mortgage strengths and niches
Develops and consistently executes a goal focused business plan
Takes accurate and complete first mortgage loan applications, collects initial documentation and forwards to processing unit
Originates quality applications that meet Alliant’s product guidelines
Sets proper borrower expectations and works with member and processing to facilitate a smooth and timely member experience to ensure member satisfaction and expectations are met
Supports the Credit Union's relationship culture through on-going customer contact, quality customer service and superior product knowledge
Ensures compliance with applicable state and federal laws, company procedures and policies
Maintains integrity and ethics in actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives
Qualification
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Required
4 Year / Bachelor's Degree Business, Finance, Economics or Related
5 years as a retail loan officer or related
Develops new mortgage business through referral sources such as realtors, and past clients
Conducts outbound calling and selling to member leads and credit union provided non-member leads
Develops and continually grows a diverse referral base
Prospects and follows up credit union provided leads as well as identifies and sells Alliant’s mortgage strengths and niches
Develops and consistently executes a goal focused business plan
Takes accurate and complete first mortgage loan applications, collects initial documentation and forwards to processing unit
Originates quality applications that meet Alliant’s product guidelines
Sets proper borrower expectations and works with member and processing to facilitate a smooth and timely member experience to ensure member satisfaction and expectations are met
Supports the Credit Union's relationship culture through on-going customer contact, quality customer service and superior product knowledge
Ensures compliance with applicable state and federal laws, company procedures and policies
Maintains integrity and ethics in actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives
Benefits
Competitive medical, dental, and free vision benefits
Paid parental leave
Competitive compensation plan
Gym memberships discounts
Generous PTO and banking holidays off
Tuition reimbursement
401k with immediate employer match and vesting
Company
Alliant Credit Union
Alliant Credit Union is an Illinois-chartered credit union.
Funding
Current Stage
Late StageRecent News
2024-11-08
Bank Automation News
2024-11-06
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