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Job Details

Community Mortgage Specialist Alameda County

Company name
USE Credit Union

San Francisco, CA

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Job LocationsUS-CA-Northern CA BranchesJob ID2018-1146CategoryReal EstateTypeRegular Full-TimeOverviewAre you Service-Driven and Detail Oriented? Do you thrive in a fast-paced environment? USE’s Real Estate Department is the perfect place for you! As a Community Mortgage Specialist, you’ll have the chance to create an effortless lending experience and help clients achieve their dreams. Become part of a team that is key in delivering extraordinary experiences. Do you have what it takes?ResponsibilitiesGreet and welcome clients to the credit union in a courteous and professional manner.Provide an extra-ordinary service experience and adhere to the credit union’s quality service standards.Effectively sell first and second mortgage products and services to meet each client’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 leads and update the status within the LOS, within established timelines to ensure all service guarantees are met. Originate Fixed 2nd Trust Deed and HELOC loan applications using the LOS, when needed. Set proper expectations for the loan process, and conduct a warm handoff of loan to processing team to ensure an extra-ordinary service experience.Communicate loan status updates to all parties during the mortgage process when needed to ensure on-time loan closing. Ask for referrals and constantly prospect for new clients and business referral partners.Develop annual business plan with monthly/quarterly strategies for assigned market area, with VP, Real Estate or Area Lending Manager. Once business plan is approved, you will independently implement the strategies of the plan. Initiate proactive calling program to external targeted prospects and proactively manage call list or programs.Attend community networking mixersMaintain monthly sales log; along with the monthly Status of Report.Manage loan pipelines, including timely and proactive follow-up on leads, approved loans, meeting targeted loan closing ratios and other product cross-sell ratios. Update the LOS with member conversations as required by management. Maintain the required knowledge of policies and procedures, laws and regulations, as well as other compliance requirements.Record all transactions promptly and accurately in compliance with all credit union policies and procedures.Properly identify all customers when transacting business and giving information.Remain current and knowledgeable of all credit union products and services.Cross-sell and refer investment and insurance products.Meet loan production volume and all other goals as assigned.Respond promptly to customer inquiries, handle and/or resolve client issues/complaints. Protect the credit union assets by adhering to safe and sound security practices.Work efficiently with all team members to reach monthly and annual loan production goals.QualificationsBachelor's degree (B. A.) from four-year College or University; and minimum of 3 years of previous experience in originating first mortgage loans is required; and/or combination of education and experience.Knowledge of market area is required. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.Ability to use loan origination systems, contact management software, mortgage coach software and Microsoft Office application products, as well as the ability to learn new applications quickly; requires general knowledge of computer networks and database use.Valid California driver’s license required. All Mortgage Loan Originators (MLO) must be actively registered with the National Mortgage Licensing Service (NMLS). Must renew and pass annually to maintain active status.To perform this job, the employee must possess strong interpersonal skills, good phone and e-mail etiquette, a professional presentation, and a high degree of personal initiative. Must exhibit the following characteristics: honesty, integrity, stress tolerance, adaptability, patience, initiative, persuasiveness, resilience and enthusiasm. Must be goal driven and results focused.Due to the nature of the outside calling functions, the employee must be able to work nights and weekends. University and State Employees Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Company info

USE Credit Union
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Company Profile
USE Credit Union was established in 1936 as California State Credit Union #17, with the primary goal of helping employees of the San Diego branch of the Division of Highways. In the 1970's, the Credit Union became known as University & State Employees Credit Union, reflecting USE's expanded legacy of serving the financial needs of university and state employees. And in 1999, when its charter was expanded again to include members of the community at large, the credit union began using the shortened "USE" acronym in most of its business dealings.

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