Retail Mortgage Loan Officer
$40,000–$40,000 year
On-siteMarlborough, Massachusetts, United States
Job Summary
Generate mortgage loans from the defined community area by establishing and growing real estate agent relationships through weekly calls and lunch and learns. Daily use of Salesforce is expected to track all activity including current and future leads and opportunities. Establish strong working relationships with the operations team including processing, underwriting, and closing. Perform activities in support of new ILCRA expectations as defined by BCU Action plan to include outreach for Community Development, Housing Assistance and Down Payment Assistance programs in footprint. Thoroughly complete first mortgage loan applications in the MCP platform including collecting of income, assets, disclosures, ITP, any applicable LOX's for credit etc. Ensure loan submissions are accurate, timely and profitable. Consistently achieve monthly and annual sales and service goals, including NPS goals and eNPS. Promote credit union mortgage products and services by hosting a minimum of 6 on-site seminars, webinars.
Required Qualifications
- Successfully complete all required registrations or certifications as needed i.e.: comply with safe act requirements including NMLS #.
- Able to stay organized, prioritize tasks, and work effectively in a fast-paced environment.
- Self-motivated with the ability to set goals, follow a plan, and adjust as needed.
- A desire to grow a successful career in sales and mortgage lending.
Desired Qualifications
- Preferred retail mortgage lending experience but not required.
- An interest in building relationships with customers, real estate agents, and community partners.
- Strong communication skills and the ability to talk confidently with our members.
- Comfortable using basic computer programs such as Windows, email, and the internet.
- A positive attitude with the ability to learn quickly.
- Willingness to adapt to changes in the market and remain flexible.
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