Mortgage Relationship Manager

Pen Air Credit Union; Panama City (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Up to $15K continuing ed

Student loan paydown

Adoption assistance reimbursement

Wellness programs

Gym membership reimbursement

Career development resources

Financial wellness resources

Purchase assistance: computers &:f

Job summary

Pen Air Credit Union in Florida is seeking an Mortgage Loan Originator to develop external mortgage leads through outside contacts and internal referrals. You will manage borrower interviews, assess loan options, and guide applications from intake to underwriting while ensuring timely disclosures.

The role emphasizes building relationships with realtors, builders, and agents, with responsibilities spanning from pre-qualification to closing and ongoing client follow-up.

Qualifications

• A minimum of one year up to three years of similar or related experience.
• Registered as an active Mortgage Loan Originator (MLO) on the NMLS site.
• Must renew registration each year and update when changes to name, address, etc.
• Proficient communication, computer skills, time management, and financial data analysis.

Responsibilities

• Outside sales activities with relationship partners to maintain and develop partnerships.
• Meets in-person or by phone to answer mortgage questions for members and staff regarding purchases, refinances, and new construction.
• Analyzes residential loan applications to verify data meets policy and procedures; prepares pre-qualification and denial letters.
• Within 3 days of a completed application, provides proper mortgage disclosures and requests minimum supporting documents from borrowers.
• Educates branch personnel on basic mortgage products to help develop new leads.
• Performs other job-related duties as assigned.

Skills

MLO (NMLS)

Mortgage leads

Communication

Time management

Financial data analysis

Education

High school diploma

MLO registration (NMLS)

Job description

Pen Air Credit Union in Florida is seeking an Mortgage Loan Originator to develop external mortgage leads through outside contacts and internal referrals. You will manage borrower interviews, assess loan options, and guide applications from intake to underwriting while ensuring timely disclosures.

The role emphasizes building relationships with realtors, builders, and agents, with responsibilities spanning from pre-qualification to closing and ongoing client follow-up.