Mortgage Analyst & Training Specialist

Nuvision Federal Credit Union; Austin (TX); Remoto; USD 70.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical

Dental

Life Insurance

Flexible Spending Account

Training Provided

Tuition Reimbursement

Descrizione del lavoro

Nuvision Federal Credit Union is seeking a Mortgage Analyst and Trainer to support Mortgage Lending Consultants, manage CRM/Encompass access, generate reports, and analyze loan activity for leadership.

You will train and onboard new MLCs, coordinate monthly sales meetings and mortgage events, support continuous improvement, and ensure data accuracy across reporting.

Requirements include 3+ years of mortgage sales support, NMLS registration, and strong proficiency with Microsoft Office.

Competenze

• 3+ years of mortgage sales support experience.
• Strong reporting and data analysis skills.
• NMLS registration is required or in process.
• Experience with CRM and mortgage platforms (CRM, Encompass).
• Proficiency with Outlook, Word and Excel.

Mansioni

• Train and onboard new Mortgage Lending Consultants (MLCs).
• Generate and distribute daily and monthly reports on loan activity.
• Facilitate communications between MLCs, internal departments and vendors.
• Support continuous improvement initiatives and training needs.

Conoscenze

Mortgage sales support

Data reporting & analysis

CRM system knowledge

NMLS registration

MS Office

Formazione

High School Diploma or GED

Some college coursework

Strumenti

Adobe Acrobat

SharePoint

Descrizione del lavoro

Nuvision Federal Credit Union is seeking a Mortgage Analyst and Trainer to support Mortgage Lending Consultants, manage CRM/Encompass access, generate reports, and analyze loan activity for leadership.

You will train and onboard new MLCs, coordinate monthly sales meetings and mortgage events, support continuous improvement, and ensure data accuracy across reporting.

Requirements include 3+ years of mortgage sales support, NMLS registration, and strong proficiency with Microsoft Office.