WaukeshaRecruiter
the smart solution for Waukesha jobs

Mortgage Loan Officer: Milwaukee

Company: UW Credit Union
Location: Waukesha
Posted on: January 11, 2019

Job Description:

The Mortgage Loan Officer originates loans by collecting and analyzing member information, determining appropriate mortgage products, advising customer of product advantages and disadvantages, initiating loan processing, and providing excellent member service while ensuring compliance with all regulatory and company policies and procedures. The Mortgage Loan Officer identifies and builds relationships to establish a continuous pool of new members. The Mortgage Loan Officer must effectively carry out the essential duties of this position in a manner that consistently demonstrates the core values of the Organization in a positive manner. 1) Originate and fund first mortgage loans while developing and maintaining quality partnerships with targeted groups and individuals. a) Originate and fund first mortgage loans in support of annual volume goals established by management. b) Effectively manage pipeline to assure pre-approvals are being worked and pipeline is kept up to date to show an accurate picture of book of business. Monitor application fall out and document why loan cancels, purge applications after credit has expired if not reactivated. c) Identify and build relationships with target groups and individuals (realtors, builders, organizations, center of influence, FSBOs) by attending mortgage industry functions, maintaining high visibility among local housing/home finance professional and trade organizations, holding sales meetings and educational sessions, visiting open houses to offer finance sheets, establishing and maintaining referral sources, advertising in house organizations and realtor/builder/consumer productions, and distributing rate sheets to real estate agents. d) Constantly seek new referral sources and industry contacts. Maintain contact with resources and updates them on mortgage product and program changes. Develop additional contacts through community involvement, professional organizations or local clubs, resulting in a strong community presence. e) Is actively involved in industry presentations, seminars and trade shows. f) Establishing and cultivating continual pool of new members by contacting target individuals with newsletters, cards, etc., producing and distributing informational flyers, continually setting member appointments, and calling on members daily. g) Track referrals both received and given, between external contacts, internal sources and members. Thank referral partners and repeat members. 2) Develop and Maintain Quality Member Relationships. a) Leverage the mortgage relationship to provide members with an overview of other financial products and services available through UW Credit Union. Refer potential opportunities to retail sales and/or take the initiative to open accounts to support the growth of new checking accounts, credit cards, deposits, loans and FINIC leads. MLO must meet or exceed product/referral goal set by management. b) Educate members about convenience service options such as online banking, telephone banking and ATM access. c) Maintain a high degree of knowledge in all credit union programs, ensuring quality service and accuracy is delivered to UWCU members. 3) Maintain Operational Standards and Quality Assurance (Quality) a) Initiating loan application by accurately completing application, collecting fees, documenting loan package, and giving complete application package to processor. b) Provide one-and-done mortgage loan service to members, including information gathering, assessing member needs, financial counseling, application completion and processing, inform member of ongoing process, and assist in the coordination of the mortgage closing. c) Provide excellent member service by returning phone calls promptly, progress updates of files, remaining calm and understanding of people during processing of loan, contacting member at least 3 times to communicate time frames, programs and lock in policies, maintaining awareness and application of client's preferred method of communication, sending thank you immediately and asking for the next loan, or other financial products UWCU offers. d) Ensure that all member requests are processed accurately and efficiently. e) Display sound judgment in handling member requests and exceptions, seeking and documenting approval as needed. f) Ensure that all loan applications are accurate, complete and an appropriate fit for the member. Consistently document member interactions and exceptions in loan software. g) Take ownership for change. Analyze, justify and recommend change in operations to enhance productivity and improve service. 4) Contributes to Activities that Promote Individual and Organizational Success a) Arrive promptly and prepared for staff meetings and trainings. Assume ownership for securing information communicated during personal absence through the use of credit union resources. b) Assume responsibility for personal development through training, collaboration and teamwork. c) Take initiative to participate in organizational project, trainings and peer coaching. d) Embrace change by anticipating and supporting corporate strategies and goals. e) Demonstrate professionalism in dress, tone, flexibility, and communication. f) Consistently act as part of a cohesive team, demonstrating excellent interpersonal skills and the ability to interact positively with other employees. g) Performs other duties as assigned by management. To perform this job successfully, an individual must demonstrate regular, predictable attendance and be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Education And Experience: -Bachelors' Degree in Finance, Business, Marketing, Banking or a related field desired. Associate Degree in finance business, marketing, banking or a related field required. -One to two years mortgage lending experience desired. -Knowledge of real estate lending law, concepts and practices. Ability to interpret lending policies and procedures. -Knowledge of fundamental deposit and loan concepts and practices preferred. -Exceptional customer service skills. -Demonstrated analytical, accuracy, and problem-solving skills in a strong customer service environment. -Ability to process paperwork accurately and efficiently. -Proficiency with personal computer skills and office software.

Keywords: UW Credit Union, Waukesha , Mortgage Loan Officer: Milwaukee, Other , Waukesha, Wisconsin

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


GOLF COURSE SUPERINTENDENT
Description: Thank you for your interest in employment with Kenosha County GOLF COURSE SUPERINTENDENT Nestled in the rolling hills and mature hardwoods adjacent to Kenosha County's flagship Petrifying Springs Park (more...)
Company: Kenosha County
Location: Kenosha
Posted on: 01/20/2019

Glenbard North High School 2nd shift custodian
Description: ABM, a leading provider of integrated facility solutions, is looking for
Company: ABM Industries
Location: Carol Stream
Posted on: 01/20/2019

Do you want to work from home?
Description: Are you looking to work from home and spend more time with your family and be there when they need you the most I personally started my search for an opportunity to work from home back in January 2008. (more...)
Company: Professional Home Career Advantage
Location: Elgin
Posted on: 01/20/2019


Law Enforcement Transcriber - Crimes Against Youth
Description: Mommy Jobs Online is recruiting individuals who can transcribe audio content of criminal investigations. We are looking for a dedicated pool of contractors who can consistently complete 40-60 audio minutes (more...)
Company: Mommy Jobs Online
Location: Kenosha
Posted on: 01/20/2019

Bilingual Customer Care - Hurricane Relief
Description: We have immediate openings for bilingual Customer Service Representatives to assist the thousands of Americans affected by the devastation of recent hurricanes and in need of emergency assistance, housing (more...)
Company: Mommy Jobs Online
Location: Racine
Posted on: 01/20/2019

Work at home English Tutoring
Description: About Qkids br br Qkids is an interactive online teaching platform that connects English teachers to young language learners in real time with fun, user-friendly software. Founded in 2015, we are (more...)
Company: Qkids
Location: Racine
Posted on: 01/20/2019

Beauty Advisor Part Time _PSS
Description: Beauty Advisor Part Time PSS Are you friendly, outgoing and have a passion for beauty Our Beauty Advisor jobs could be the perfect Part Time fit for you As a Beauty Advisor, you rsquo ll captivate (more...)
Company: Advantage Solutions
Location: Sheboygan
Posted on: 01/20/2019

91D Power-Generation Equipment Repairer
Description: 91D Power-Generation Equipment Repairer br br Job ID: 1059788 br br Job Views: 9 br br Location: WAUKESHA, Wisconsin, United States br br ZIP Code: 53186 br br Job Category: Mechanic (more...)
Company: Army National Guard
Location: Waukesha
Posted on: 01/20/2019

HOT TRAN$FER LEAD$ sent to your phone LIVE! BIG BUCK$! No travel!
Description: We do NOT merely save small business owners money on their merchant credit card processing fees. We ELIMINATE their fees entirely This can save your business owner
Company: Colorado Protection, LLC - zipCCfees
Location: Janesville
Posted on: 01/20/2019

Law Enforcement Transcription
Description: Vendors / independent contractors who can transcribe audio content of criminal investigations, internal affairs, and various law enforcement audios. Contractors must have prior verbatim, multi-speaker (more...)
Company: Mommy Jobs Online
Location: Janesville
Posted on: 01/20/2019

Log In or Create An Account

Get the latest Wisconsin jobs by following @recnetWI on Twitter!

Waukesha RSS job feeds