Lead Mortgage Loan Assistant
|Nov. 01, 2016 - Dec. 31, 2019|
|Department:||Elevations Credit Union|
The Loan Officer Assistant Lead contributes to the success of the Elevations Credit Union Mortgage Department by assisting Loan Officer Assistants (LOAs) with the following:
Assist in LOA candidate screening, interviewing and new hire selection:
•Onboard new LOAs
•In association with the LOA Manager, create/update onboarding checklist and training schedule for new LOA’s
•Implement training for new LOAs
Support existing LOAs:
•Continually assess LOA performance and provide coaching/individual training as needed
•Act as primary resource for questions about system issues, TRID compliance, Fannie/Freddie guidelines, running LP/DU,etc.
•Ensure coverage for LOA taking PTO – serving as back up LOA as needed
•Convene monthly meetings to discuss best practices, announce upcoming changes, and address challenges
•Act as liaison between LOAs and other members of the mortgage department (loan officers, processors, underwriters, etc.)
•Present frequent group trainings to maintain up-to-date knowledge of regulatory and guideline requirements
•Act as an advocate for the LOA team
•Develop and communicate process improvements
Perform administrative tasks:
•Review and approve timesheets and PTO requests
•Monitor daily reports to ensure compliance with TRID deadline requirements and fulfillment of Mortgage Department service-level agreements
•Provide input on employee performance reviews
•Commute as needed to onsite locations – currently includes Broomfield, Boulder, Longmont and Fort Collins
High school diploma or equivalent
Knowledge, Experience and Skill Requirements:
•Minimum 4+ years mortgage experience
•Effective written and verbal communication
•Coaching and leadership experience including evaluation, training, mentoring, and motivation
•Experience seeking out opportunities for improvement (OFI’s) and determining/communicating appropriate process changes
•Proven tenacity to do whatever is needed to research and/or resolve questions, issues and conflicts
Aligning Performance for Success, Coaching, Planning and Organizing, Guiding Team Success, Positive Approach, Stress Tolerance
This Job Description is not a complete statement of all duties and responsibilities of 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.
We are proud to be an EEO/AA employer M/F/D/V.
Elevations provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local
•Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
•Please view Equal Employment Opportunity Posters provided by OFCCP here.
•The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
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