Bilingual Mortgage Loan Officer

Milwaukee Succeeds; Waukesha (WI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Excellent health insurance

401K with company match

Student loan payback

Generous PTO

Recognition as a top lender

Job summary

Summit Credit Union in Waukesha is hiring a Mortgage Loan Officer to provide personalized financial services and originate investment-quality loans. The role demands five years of mortgage lending experience and an associate degree in a related field.

Offering excellent health insurance, 401K with company match, and a fun, collaborative work environment, this position is crucial to fostering relationships and supporting the financial needs of our members.

Qualifications

• Minimum of five years mortgage lending experience in a retail financial environment.
• Experience with loan products including 1st and 2nd mortgages, WHEDA, and construction loans.
• Ability to attain NMLS.

Responsibilities

• Provide personalized financial services to potential and existing members.
• Recommend solutions to improve members’ financial situations.
• Originate investment-quality loans while meeting membership needs.
• Build trustworthy relationships with branch staff and lending processors.
• Plan and participate in real estate business development activities.

Skills

Customer-focused with sales experience

Excellent listening skills

Interpersonal skills

Organizational skills

Education

Associate degree in finance or a related field

Tools

Loan processing software

Job description

Overview

Summit Credit Union, voted number one employer by WSJ and top ten by Madison Magazine, has an exciting opportunity to join our mortgage team as a Mortgage Loan Officer - Waukesha Market. The MLO is responsible for providing personal, customized financial services to potential members and members of the credit union. The role supports Summit Credit Union’s mission and vision by acting as a trusted financial advisor, recommending solutions to improve the financial situation of members. It originates investment-quality loans while meeting the needs of the entire membership, builds trustworthy relationships with branch staff and lending processors, and plans and participates in real estate business development activities of the credit union.

Responsibilities

• Provide personalized financial services to potential and existing members.
• Recommend solutions to improve members’ financial situations.
• Originate investment-quality loans while meeting membership needs.
• Build trustworthy relationships with branch staff and lending processors.
• Plan and participate in real estate business development activities.

Qualifications

• Equivalent of an associate degree in finance or a related field.
• Minimum of five years mortgage lending experience in a retail financial environment.
• Customer-focused with sales experience.
• Experience with loan products including 1st and 2nd mortgages, WHEDA, construction loans and loan processing.
• Excellent listening, interpersonal and organizational skills.
• Ability to attain NMLS.

Benefits

• Excellent health insurance.
• 401K with company match.
• Student loan payback.
• Generous PTO.
• Name recognition as a top lender.
• Fun, collaborative work environment.

Equal Opportunity

At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state or federal law. We embrace diversity and believe that inclusion is critical to our success. Employment decisions are made based on qualifications, merit and business need. The employer is required to notify all applicants of their rights pursuant to federal employment laws. Further information is available from the Department of Labor. Summit Credit Union is proud to be an Equal Opportunity and affirmative action employer of veterans, minorities and individuals with disabilities.