Residential Mortgage Relationship Advisor

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

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.