Mortgage Loan Officer Assistant

Live your best (work) life at TruWest Credit Union!

Do you like knowing what tomorrow will bring? And the day after? And the day after that? Same, us too! At TruWest, we offer steady work schedules that makes it easy for you to plan (work) life around.

Self-care is important. So why not get paid for it? TruWest offers paid time off and we also observe all Federal Holidays which gives you 11 more days a year to spend on YOU or hanging out with family, friends or furbabies (bonus)!

Benefits? We’ve got you covered (get it?)! We offer first day medical, dental, vision and 401(k). We’ll even help you save for retirement by matching your 401(k) contributions. Don’t even know what a 401(k) is? That’s okay, we’ll show you the ropes and you’ll learn a ton about finances, loans, accounts and planning for your future. We want you to know all about our products and services so you can help our members. Don't believe us? Just check out our video that highlights all the amazing things we do here :

Starting pay : $24.21 / hr. Final pay is dependent on a candidate’s experience and qualifications.

If you love working with members and looking for a place to call home, you’ve found it. What are you waiting for? Apply now!

Summary of Responsibilities :

In compliance with policies, procedures, and regulations, the MLO Assistant will work closely with assigned loan officer(s) to assist and ensure the timely submission of complete loan application files for underwriting review and / or for submission to the loan processing team, specifically in relation to the WISH program. The MLO Asst. will review application packages submitted by TruWest Credit Union Mortgage Loan Officers for first-time homebuyers who are applying to receive down payment assistance from the WISH Program. Proactively coordinates and communicates with the borrower, the referral partner and other mortgage departments, to ensure a smooth loan application process for the member and ultimately produces a high-quality loan submission file for the mortgage departments, and excellent member experience. The MLO Asst. will also work with the prospective homebuyers and their representatives including interpreters, non-profit partners, realtors and City and Housing Agency employees, when applicable, in order to collect any additional documentation that will be needed.

Qualifications :

Education : High School Diploma or GED is required.

Experience : 3 to 5 years of lending experience or comparable work within a financial institution, preferably working loan processing, borrower communication, and guideline knowledge. Prior sales experience a plus.

Knowledge and Skills :

• Extremely organized and detail oriented, ability to multi-task and prioritize
• Ability to work in a fast-paced environment
• Must have good phone skills and have ability to communicate effectively with clients
• Great customer service skills
• Demonstrate critical thinking skills
• Self-starter with a high sense of urgency and the ability to create urgency in others
• Works well with a team and independently
• Strong typing skills and math skills
• Conduct and appearance should be professional and confident as this position may provide reporting in person to upper level management or provide training to non-profit organizations in a professional setting
• Ability to analyze a credit report and income documentation
• Intermediate knowledge of Microsoft Office software products, especially MS Excel

Essential Duties and Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Lead to Processing :

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, stand, walk, bend and regularly lift objects of up to 15 lbs.; use hands to handle or feel objects, tools, or controls; reach with hands and arms above shoulder height and below the waist; and talk and hear. Specific vision abilities required by this job include close vision, distance vision, color vision, the ability to adjust focus; and the ability to utilize computers and focus on computer monitors for extended periods of time. This job description does not constitute an Employment Agreement. This job description does not restrict TruWest Credit Union from the ability to assign, re-assign or eliminate duties and responsibilities of this job at any time. This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the credit union or department change or for other reasons deemed appropriate.