Mortgage Lending Specialist – Build Relationships

Capital Credit Union; Green Bay (WI); Sur place; USD 52 000 - 78 000; Plein temps

Résumé du poste

Capital Credit Union is seeking a Mortgage Lending Assistant to support members with mortgage products and closings. You will help applicants complete real estate loan processes, coordinate with title companies, and promote related financial services. Strong communication and customer service are essential.

The role requires accurate data handling, regulatory awareness, and the ability to build relationships with realtors and partners to ensure successful closings.

Qualifications

• Must read, write, and understand detailed instructions and memos.
• Capable of basic math and accurate data entry with good attention to detail.
• Ability to pass background checks and regulatory requirements (S.A.F.E. Act).

Responsabilités

• Assist members with mortgage lending needs in person, by email, and by phone.
• Initiate mortgage loan applications and coordinate with title companies.
• Promote bank products and services to meet member needs and drive referrals.
• Maintain product knowledge and ensure compliance with policies and regulations.
• Build relationships with realtors and title companies to support closings.

Connaissances

Customer service

Sales skills

Communication

Attention to detail

Analytical thinking

Teamwork

Formation

High school diploma or equivalent

Outils

Nautilus

Encompass

Microsoft 365

Description du poste

Capital Credit Union is seeking a Mortgage Lending Assistant to support members with mortgage products and closings. You will help applicants complete real estate loan processes, coordinate with title companies, and promote related financial services. Strong communication and customer service are essential.

The role requires accurate data handling, regulatory awareness, and the ability to build relationships with realtors and partners to ensure successful closings.