• TMSM COC
  • Home Loan Advisor - Carbondale Market

    Posted: 04/11/2021

    Basic Qualifications:
    High School Diploma or GED
    Two years’ experience in real estate or mortgage loan origination and closing
    Working knowledge of personal computers and lending systems.

    A valid driver’s license, reliable vehicle for extensive local travel and state minimum insurance coverage is also required.

    Primary Functions:
    Responsible for soliciting residential mortgages from various sources including realtors, builders, financial professionals, existing and potential new members; providing mortgage support to branches; producing high quality loans which meet SCU guidelines while providing exceptional member service.

    DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

    • Develop referral contacts with realtors, builders, financial professionals and personal contacts through cold calling, networking and community involvement

    • Maintain up to date knowledge of SCU in-house and secondary market mortgage products and related regulations, policies and procedures.

    • Interview loan applicants at realtor’s office, SCU branch location or other location to suit member’s needs and provide program recommendations.

    • Quote current mortgage interest rates and provide closing cost information

    • Request and/or collect applicable documentation from each loan applicant and forward file to Mortgage Loan Processor/Closer II within 48 hours of loan application

    • Maintain up to date knowledge of SCU product offerings and cross-sell the services of the Credit Union with each individual member, when applicable.

    • Coordinate with Supervisor and Marketing Department to conduct mortgage workshops and seminars

    • Prepare and submit weekly tracking reports to Supervisor detailing calls/visits/meetings, results, follow-up recommendation and other information as requested by management.

    • Attend and participate in all meetings as required by management.

    • Be available for mortgage appointments as needed at various branch locations.

    • Maintain a professional posture and positive attitude at all times, in order to enhance member relations and enrich service delivery.

    • Perform such other member service functions that might be needed from time to time, and assists others to complete tasks and work assignments. 

    CERTIFICATES, LICENSES, REGISTRATIONS:
    Required to be registered with the NMLS and/or licensed. Notary public certificate is preferred, but not required.

    Work Schedule:
    Varied hours and schedule depending on operational needs.

    Location:
    Carbondale Market – Mortgage Department
    However, work location may change according to SCU staffing needs.    

    For more information visit https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=766f7851-7cf7-4ebf-bb47-877e33aee31d&ccId=19000101_000001&type=MP&lang=en_US&selectedMenuKey=CareerCenter