Retail Mortgage Loan Officer

Alliant Credit Union; Chicago (IL); Híbrido; USD 31.000 - 44.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Annual performance bonus

Work from home up to 3 days a week

Paid parental leave

Employee discount programs

Time off including paid personal and s

11 paid holidays

Descripción de la vacante

Alliant Credit Union is seeking a Mortgage Sales Officer to develop new mortgage business through referrals and outbound calling. You will prospect leads, build a diverse referral base, and convert opportunities while maintaining high service levels and product knowledge.

Responsibilities include coordinating with processing to ensure a smooth borrower experience, meeting lender guidelines, and adhering to privacy and legal requirements. Eligible for work-from-home up to 3 days per week.

Formación

• Bachelor's degree in Finance, Business, Economics or related field.
• 5+ years retail loan officer or related experience.
• In lieu of education: 6 years retail loan officer or related experience.

Responsabilidades

• Develops new mortgage business through referral sources (realtors, past clients).
• Outbounds calls and sells to member leads and credit union leads.
• Develops and grows a diverse referral base.
• Manages borrower expectations and collaborates with processing for timely experience.
• Ensures compliance with state and federal laws and privacy directives.

Conocimientos

Mortgage sales

Customer service

Relationship building

Compliance knowledge

Educación

Bachelor's degree in Finance/Business/Economics or related

5 years retail loan officer or related experience

6 years retail loan officer or related (in lieu of education)

Descripción del empleo

• Develops new mortgage business through referral sources such as realtors, and past clients.
• Conducts outbound calling and selling to member leads and credit union provided non-member leads.
• Develops and continually grows a diverse referral base.
• Prospects and follows up credit union provided leads as well as identifies and sells Alliant’s mortgage strengths and niches.
• Develops and consistently executes a goal focused business plan.
• Takes accurate and complete first mortgage loan applications, collects initial documentation and forwards to processing unit.
• Originates quality applications that meet Alliant’s product guidelines.
• Sets proper borrower expectations and works with member and processing to facilitate a smooth and timely member experience to ensure member satisfaction and expectations are met.
• Supports the Credit Union's relationship culture through on-going customer contact, quality customer service and superior product knowledge.
• Ensures compliance with applicable state and federal laws, company procedures and policies.
• Maintains integrity and ethics in actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.

Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.

The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.

Education &Years of Experience

• Minimum - 4 Year Bachelors Degree inFinance, Business, Economic or Related
• Minimum - 5 YearsRetail loan officer or related

In Lieu of Education

• 6 YearsRetail loan officer or related

Typical hiring range: $30,800.00 to $43,600.00 Annually. Actual compensation will be determined using factors such as experience, skills & knowledge.

Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match including:

• Annual performance bonus
• Work from home up to 3 days a week
• Paid parental leave
• Employee discount programs
• Time off including paid personal and sick days
• 11 paid holidays

*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.

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.