Quick overview
Job description
Essential Responsibilities
- Act as a primary point of contact for the borrower on behalf of the lending team as well as for parties engaged in a loan application.
- Assist in appointment setting with prospective and new applicants.
- Analyze customer's credit and financial scenario and determining appropriate loan product(s) under the guidance and review of the loan officer.
- Run credit on assigned loans.
- Pull and prep web applications and other duties, including updating credit reports and AUS findings.
- Provide support in the collection and preparation of submitting loan application with supporting documentation.
- Monitor key dates related to loan transactions and respond accordingly.
- Maintain customer and referral partner contact to ensure follow-up of loan application and answer basic customer inquiries while providing quality customer service.
- Manage assigned database, tracking active loan(s) and entering data.
Education & Years of Experience
- Minimum - High School Certificate or Equivalent
- Minimum - 3 Years of Mortgage, Mortgage Lending or Related
License/Certifications/Training
Preferred - Nationwide Mortgage Licensing System (NMLS)
Compensation & Benefits:
Typical hiring range: $38,100.00 to $53,900.00 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
- Education reimbursement
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.
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.
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