Role: To match member needs with available loan products. Attendance is an essential function of performing the duties of this job. Essential Functions & Responsibilities: 25% Responsible for mortgage loan business development and relationship management with current and potential members, as well as, real estate brokers, builders, associated trade organizations and community groups. Represents the Credit Union in industry and professional associations, community organizations, local business groups, etc., and promotes the Credit Union's products. 25% Conducts loan interviews to formalize specific loan requests resulting from outside sales efforts. Explains policies, products, and offers suggestions. Effectively presents information and responds to questions from managers, clients, members, and the general public in face-to-face and telephone contact. 25% Prepares required disclosures within 3 days of application and processes loan from origination through final underwriting. 20% Ensures loan is documented compliant with TRID, ATR/QM and all other Dodd-Frank regulations. 5% Performs other duties as assigned by supervisor.
Associated topics: collections officer, loan clerk, loan closer, loan collections officer, loan interviewer, mortgage clerk, mortgage interviewer, mortgage processor, process, verification