Mortgage Loan Assistant Jobs

Team Members are at the core of who we are; living our core values of making a difference, doing the right thing, making it easy, being caring, being friendly, nice, and respectful, and taking ownership. Perhaps Royal is the change you’re looking for. Royal Credit Union is looking for caring, energetic team members who want to create a positive impact in the lives of our Members.

Is this you? If so, let us know by submitting an application!

Royal Credit Union is looking for a energetic team member committed to making a positive impact in the lives of our Members as well as our team members to join our Mortgage Team in New Richmond, WI! If you are an outgoing person that wants to learn from the best and career path into becoming a Mortgage Loan Officer in the future, this position is one you are going to want to explore! Here is more information regarding this amazing career opportunity at Royal!

Description

The Mortgage Loan Assistant is responsible for assisting in origination of residential mortgage loans as well as lot loans. They will source both internal and external HELOC opportunities. They will conduct initial pre-qualification interviews and prepare complete loan application packages and necessary documentation. Convey policies for extension of credit in accordance with Credit Union and secondary investor guidelines. Mortgage Loan Assistants meet Mortgage Loan scheduling and documentation requirements, and production expectations as determined by the Regional Mortgage Sales Manager. Establishing internal relationships with existing members and team members is critical in this role. They will establish perspective relationships to align with the growth and retention of the RCU mortgage department with the focus on HELOC growth.

Work Schedule

Working approximately 40 hours per week. A typical schedule would be Monday through Friday 8:00am to 5:00pm with occasional evening and weekend hours as needed.

Required Education/Experience/Skills

• Strong service & sales skills
• Strong sense of customer service
• Communicate and live Royal Credit Union's core purpose, values, and organizational culture daily.
• Effectively present information and respond to questions from groups of managers
• Must be able to transport oneself to frequent work-related meetings, workshops, conferences, etc.
• Identify and develop sales opportunities among existing and prospective Members
• Analytical and critical thinking skills sufficient to make decisions regarding daily work that is complex in nature
• Must be proficient in Microsoft Office Products
• Strong interviewing and listening skills
• A minimum of two (2) years of related experience working in a financial institution or other related sales/customer service position.
• Work efficiently under conditions of multiple deadlines and changing priorities
• Produce accurate and high-quality materials, data entry, and transactions
• High School Diploma or Equivalent
• Establish priorities, work independently, and proceed with objectives under minimal supervision

Strongly Preferred Education/Experience/Skills

• Two (2) years of experience working in Mortgage Origination or Processing.

We will be communicating with you by email and/or text on the status of your application. Please monitor your email inbox and junk folder for status updates and additional instructions.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, protected veteran status or status as an individual with disability.

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