Mortgage Loan Assistant

Jan. 04, 2016 - Dec. 26, 2018
Location:Boulder , CO
Salary Range:DOE
Benefits:Competitive Benefits + Quarterly Incentives
Type:Full Time
Department:Elevations Credit Union
Description:Elevations Credit Union has grown over the last 60 years through the spirit of cooperation, active participation in the global credit union movement and by taking a supportive role in the communities we serve.

In 2014, Elevations was one of four US organizations to be named a recipient of the prestigious Malcolm Baldrige National Quality Award for performance excellence in innovation, improvement and visionary leadership.

The Mortgage Loan Assistant effectively provides project management, marketing, analytical and administrative support to Mortgage Loan Officers.

Provides back-up support to Mortgage Operations when needed.

Adheres to all Federal and State laws and regulations governing applicable to the Credit Union, including the Bank Secrecy Act.


This Job Description is not a complete statement of all duties and responsibilities comprising this position and may change with or without notice.


Candidates for certain positions may be required to submit to a credit history report in determining qualification for employment with Elevations Credit Union. If the position you are applying for requires a credit history report, any information received in such report will be not be the sole factor in making an employment decision. A history of personal financial irresponsibility may be reason for disqualification insofar as it relates to your potential job duties. Elevations Credit Union is aware that occasionally there are extenuating circumstances that may affect an individual's credit history. We comply with the Fair Credit Reporting Act and the Colorado Employment Opportunity Act.

Duties:10% Responsible for accurate mortgage disclosures being sent to mortgage applicants

65% Screens incoming phone calls and documentation. Interacts with Credit Union Members, Mortgage Loan Officers, Mortgage Operations Staff, Mortgage Underwriters, & Real Estate Professionals. Manages the mortgage loan process from application to funding.

15% Provides marketing support and ideas for Mortgage Loan Officers to gain more referral partners

10% Performs other related duties as assigned.

Provide timely, accurate, and confidential support with minimal supervision.

Maintain a professional work environment and business-like appearance.

Interact with new and existing members, and staff

Keep up-to-date and trained on Loan Origination software, systems, guidelines, and job duties to provide support when needed

Follow the described Elevations culture and behaviors in daily interactions with staff and members.
Qualifications:Two years of mortgage processing, underwriting, or originating experience.

Knowledge of Fannie Mae & Freddie Mac guidelines, as well as mortgage regulations and compliance.

Courtesy, tact, and diplomacy are essential elements of the job. Candidate must have an ability to foster positive work relationships with people both inside and outside the organization.

Detail-oriented. Ability to multi-task and work independently to solve problems. Assist with a wide range of requests from several managers or loan officers.

Excellent organizational, communication, and composition skills. Strong ability to develop and manipulate Excel spreadsheets; ability to analyze large volumes of numeric data to report accurate statistics.
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