Mortgage Delivery Consultant

Centra Credit Union; Indianapolis (IN); On-site; USD 45,000 - 65,000; Full time

Job summary

Centra Credit Union in Indiana is seeking a Mortgage Delivery Consultant to support the North side of Indianapolis from our Zionsville office. You will guide Members through the residential mortgage process, collect documentation, and refer other Centra products to meet needs.

You will build relationships with Team Members, Realtors, and Builders, meet monthly production goals, and respond to member inquiries promptly.

Qualifications

• Associate's Degree in Related Field is required or equivalent.
• 1–3 years related mortgage experience preferred.
• Centra is an Equal Opportunity Employer.
• NationMultistateLicensing is preferred.

Responsibilities

• Attains personal mortgage production goal each month.
• Develops relationships to become a trusted advisor with Team Members, Realtors, and Builders.
• Conducts meetings with Members using preferred methods (in person, phone, or online application).
• Responds to Members inquiries timely, striving for same-day resolution.
• Communicates with Members, Team Members, and Realtors to set expectations and keep all parties informed through the loan life cycle.
• Delivers income and asset documents timely to avoid delays.
• Stays current on processes, procedures, products, and compliance items.
• Participates in local networking events and Credit Union meetings.

Skills

Relationship building

Communication

Customer service

Education

Associate's Degree in Related Field

NationMultistateLicensing

Job description

Thank you for your interest in a career with Centra. A career at Centra Credit Union is more than a job; it is an opportunity to make a meaningful impact in our Members’ financial lives and our communities. Centra was established in 1940 and is headquartered in Columbus, Indiana. Centra is ranked among the top largest credit unions in Indiana and among the most financially sound institutions in the United States. Centra serves Membership throughout central and southern Indiana as well as other areas like Jamestown, NY, and Whitakers, NC. Centra Team Members enjoy excellent benefits, an atmosphere that fosters family and work-life integration, a heritage of strong values, a high level of Team Member engagement in the achievement of results, and the opportunity for growth with the Centra Family. Credit Unions are Not for Profit, Not for Charity, But for Service. If these are the things that matter to you then please read on, we look forward to hearing from you.

Centra has an exciting opportunity for a Mortgage Delivery Consultant. This position will office from Zionsville, Indiana to cover the North side of Indianapolis. This position is responsible for cultivating working relationships with both internal & external Members, Team Members, and the Communities that we serve to provide residential mortgage expertise and knowledge. This position will take applications, collect associated documentation, and look for opportunities to refer other products and services that might fill Member’s needs. Through the Member interview process, the Mortgage Delivery Consultant will determine their needs, then offer solutions to best assist. A primary focus for this position is to build relationships with Team Members, Realtors, Builders, and other points of contact within our Community.

At Centra, we approach compensation with care and integrity, ensuring our pay practices reflect local markets while honoring our commitment to our Team Members. Hourly compensation is just one part of our total rewards approach. Eligible positions also offer a comprehensive benefits package designed to support you and your family.

Spanish/English interpreters may be eligible for an interpreting differential.

ESSENTIAL FUNCTIONS:
This position may be required to perform additional duties as requested. Reasonable accommodations may be made to enable individuals with disabilities to perform.

• Attains personal mortgage production goal each month.
• Develops relationships to become a trusted advisor with Team Members, Realtors, and Builders.
• Conducts meetings with Members using methods they prefer including in person, phone, or invitation to Centra’s on-line application. Responds to Members inquiries timely striving for same day resolution.
• Communicates with all parties including Members, Team Members, and Realtors, to set expectations and keep all parties informed throughout the loan life cycle.
• Delivers all income and asset documents in a timely manner to avoid delay.
• Maintains understanding in the overall process and seek out appropriate education on subject matter, and stay current on all processes, procedures, products, and compliance items.
• Participates in local Community Business Network International Relator & Building meeting and events to create and maintain partnerships. Attends and participates in all Credit Union meetings.

EDUCATION & EXPERIENCE - (Equivalent combination of Education & Experience will be considered.)

Associate's Degree in Related Field

A minimum of one year up to three years of similar or related experience, including preparatory experience.

Centra is an Equal Opportunity Employer.

Qualifications

Education

Preferred

1-3 years related experience or better.

Associates or better.

Equivalent combination education & experience or better.

Licenses & Certifications

Preferred

NationMultistateLicensing

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.