Mortgage Advisor

Mortgage Advisor

FORUM's primary mission can be summed up in one simple, yet sincere statement : Helping Members Live Their Financial Dreams.

Voted Best Places to Work in Indiana for the past seven years, FORUM is dedicated to enriching the lives of our employees so we can in turn enrich the lives of our members.

As a Mortgage Advisor, a typical day might include the following :

• Conduct mortgage application interviews of applicants generated through established contacts : SEGs, Direct Requests, Payoff Requests, Expired Applications, FORUM Marketing Events, and Outside Referral Sources etc.
• Develop contacts in the real estate industry and other outside sources to produce additional mortgage loans by performing pre-approvals and providing borrower education.
• Ensure all client contact, disclosures, and client involvement are done in compliance with applicable federal and state regulations.
• Develop proficiency in lending guidelines for all investors and correspondent relationships with FORUM Mortgage and keep informed of the changes in the mortgage industry.
• Ensure a smooth and timely mortgage process and closing by :
• Pre-qualifying applicants.
• Counseling customers on the mortgage products and the process.
• Submitting borrower files to Underwriting for Pre-Approval
• Obtaining all necessary documents and information.
• Keeping all involved parties up-to-date on the status of the loan.

This job might be for you if :

What we are looking for :

What we offer :

FORUM Credit Union is a full service financial institution offering 13 convenient branch locations in the Indianapolis area. We were formed in 1941 and have since experienced tremendous growth by offering innovative services and considering our members' needs as top priority. The Credit Union began with volunteers, and that same volunteer spirit exists today as we strive to help members better their financial lives.

FORUM Credit Union provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.