Mortgage Loan Specialist

Purpose

Provide highest quality member service through the origination of quality residential mortgage and equity loan applications received through all delivery channels across the organization.

Duties

Receive and assist in the completion of real estate related loan applications, while serving as the primary point of contact for applicants during the application and initial approval stages.

Counsel potential home buyers and existing homeowners, while taking complete and accurate real estate loan related applications, and obtaining required documentation to facilitate initial loan approval.

Determine applicant(s) needs and offer appropriate mortgage products.

Independently assess applicant(s) credit worthiness, and affordability, with the ability/authority to extend initial pre‑approval to applicant(s).

Identify, develop, and maintain a source of referrals for new mortgage lending opportunities.

Follow up with pr...