Mortgage Loan Assistant Jobs
By Royal Credit Union At New Richmond, WI, United States
A minimum of two (2) years of related experience working in a financial institution or other related sales/customer service position.
Analytical and critical thinking skills sufficient to make decisions regarding daily work that is complex in nature
Strong service & sales skills
Strong interviewing and listening skills
Produce accurate and high-quality materials, data entry, and transactions
Effectively present information and respond to questions from groups of managers

Are you looking for a rewarding career in the mortgage loan industry? Join our team as a Mortgage Loan Specialist and help our customers achieve their dreams of homeownership! With competitive pay and benefits, you'll have the opportunity to make a difference in people's lives while building a successful career.

Overview Mortgage Loan Specialists are responsible for helping customers obtain mortgages and other loan products. They work with customers to assess their financial needs and provide advice on the best loan products to meet those needs. They also review loan applications, process paperwork, and manage loan closings. Detailed Job Description Mortgage Loan Specialists are responsible for helping customers obtain mortgages and other loan products. They work with customers to assess their financial needs and provide advice on the best loan products to meet those needs. They also review loan applications, process paperwork, and manage loan closings. They must be knowledgeable about the various types of loan products available and be able to explain the terms and conditions of each product to customers. They must also be able to assess a customer’s financial situation and determine which loan product is best suited to their needs. Job Skills Required
• Knowledge of mortgage and loan products
• Ability to assess customer financial needs
• Ability to explain loan terms and conditions
• Excellent customer service skills
• Strong communication and negotiation skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office
Job Qualifications
• Bachelor’s degree in finance, business, or a related field
• Previous experience in the mortgage or loan industry
• Knowledge of banking regulations and laws
• Ability to work in a fast-paced environment
• Excellent problem-solving skills
Job Knowledge Mortgage Loan Specialists must have a thorough understanding of mortgage and loan products, banking regulations, and laws. They must also be knowledgeable about the various types of loan products available and be able to explain the terms and conditions of each product to customers. Job Experience Previous experience in the mortgage or loan industry is preferred. Mortgage Loan Specialists must also have a thorough understanding of mortgage and loan products, banking regulations, and laws. Job Responsibilities
• Assess customer financial needs and provide advice on the best loan products to meet those needs
• Review loan applications and process paperwork
• Manage loan closings
• Explain loan terms and conditions to customers
• Ensure compliance with banking regulations and laws
• Provide excellent customer service
• Negotiate loan terms and conditions with customers