Sr. Mortgage Advisor
On-siteFrisco, Texas, United States
Job Summary
Serve as the primary mortgage point of contact for assigned branches, partnering daily with staff to identify members with home financing needs and converting warm internal leads. Conduct thorough financial consultations to analyze credit profiles, income, and debt-to-income ratios, then recommend appropriate credit union mortgage loan products tailored to specific borrower goals. Guide members through the entire financing process from pre-approval to closing while maintaining clear communication with borrowers, branch partners, real estate agents, and internal underwriting teams. Monitor local real estate market conditions and economic trends to identify growth opportunities, ensuring a seamless member experience and proactive issue resolution. Achieve or exceed monthly and annual production goals for origination volume and member satisfaction scores while maintaining knowledge of federal and state lending regulations.
Required Qualifications
- High school degree or equivalent
- Must be able to be bonded
- Must have or be able to obtain NMLS registration
- Exceptional communication, public speaking, negotiation, and interpersonal skills
- Proficiency in utilizing Mortgage Loan Origination Systems, automated underwriting systems, and Customer Relationship Management (CRM) tools
- Knowledge of regulations governing real estate, including Regulations B, C, X, Z, and the Fair Housing Act and Fair Credit Reporting Act
- Ability to maintain a high level of confidentiality
Desired Qualifications
- Bachelor's degree preferred
- One (1) – Three (3) years of Retail Banking or Mortgage experience preferred
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