Mortgage Advisor - Real Estate Lending Expert

United Federal Credit Union; Allentown (Lehigh County); On-site; USD 60,000 - 95,000; Full time

Job summary

Csod is seeking a Mortgage Advisor to deliver real estate lending expertise and financial counseling to Credit Union members. You will guide applicants through pre-qualification and loan application, while supporting branches and maintaining relationships with real estate professionals.

The role emphasizes educating stakeholders and ensuring compliance with lending guidelines. The position requires NMLS registration, 3+ years in real estate lending, and strong analytical skills to manage complex

Qualifications

• High school diploma or equivalent.
• Three years real estate lending experience desired.
• NMLS registration required upon hire.
• Thorough business knowledge of the real estate lending industry.
• Demonstrated secondary market skills and knowledge.
• Excellent communication skills.
• Knowledge of real estate laws, regulations, policies, and compliance.
• Ability to develop or improve loan products.
• Ability to develop strategy for seminars, presentations, and trade shows.
• Strong mathematical skills and ability to perform complex financial calculations with a financial calculator.
• Strong proficiency with sales systems, including CRM, Origination Software, and other common Microsoft office applications. Ellie Mae Encompass origination software preferred.

Responsibilities

• Provide financial counseling through interviewing, pre-qualifying, and the mortgage loan application process.
• Monitor and manage sales pipeline of mortgage applications; assist with underwriting conditions and rate locks; verify closing figures.
• Develop and maintain relationships with real estate/builder community; represent the Credit Union at community real estate functions; give educational presentations.
• Work with branch lending personnel; provide educational support to branches and members.

Skills

Financial calculations

CRM

Origination Software

Microsoft Office

Real estate lending knowledge

Secondary markets

Communication

Education

High school diploma or equivalent

Tools

Ellie Mae Encompass

CRM systems

Origination Software

Microsoft Office

Job description

Csod is seeking a Mortgage Advisor to deliver real estate lending expertise and financial counseling to Credit Union members. You will guide applicants through pre-qualification and loan application, while supporting branches and maintaining relationships with real estate professionals.

The role emphasizes educating stakeholders and ensuring compliance with lending guidelines. The position requires NMLS registration, 3+ years in real estate lending, and strong analytical skills to manage complex