Mortgage Specialist

Job description

Description Summary: The Mortgage Specialist is primarily responsible for efficiently handling all mortgage related inquiries and applications. An annual minimum in mortgage originations is required in order to meet the production goals for this position. Additionally, they will have support roles in interviewing consumer loan applicants and disbursing loans in a friendly and professional manner. This position will also remain current on all laws, rules and regulations including Bank Secrecy Act and Customer Information Programs and processes. Essential Duties and Responsibilities: - Effectively sell First Mortgage and all other real estate secured products and services to meet each member’s individual financial needs and goals. - Originate Mortgage Loan applications using loan origination systems (LOS), and utilize sales tools to assist clients in choosing the right loan for their personal financial situation. - Follow-up on all assigned Mortgage Loan leads and update the status in the LOS, within established timelines to ensure all service guarantees are met. Update LOS with all contact made with the members regarding their loan. - Originate HELOC and 2nd Trust Deed loans applica...