We are committed to ensuring that each Member receives a positive service experience and trusted financial advice. Under limited supervision, the Mortgage Analyst and Trainer provides a wide range of duties related to the day-to-day sales functions of MLC's and department support including but not limited to administrative, clerical, sales, reporting and training support to the department as needed. Acts as the main facilitator for communications between the MLCs, internal departments and vendors. Generates reports, provides analysis of data and findings regarding all loan activities to Mortgage leadership. Primary system administrator related Mortgage Origination for CRM and Encompass. Provides a full complement of support and related resources, including assisting in collecting outstanding conditions, setup on urgent files, creating, maintaining and distribution of various reports and supporting new business development efforts of MLCs (e.g., Analysis and reporting of department production results. Provides daily and monthly reporting on all loan activities to Mortgage Director/VP management.
Responsible for training and evaluating processes for internal CRM system. Including maintaining CRM data, reporting and assisting with assigning daily leads. Scheduling individual and team training on a regular basis. Evaluating strengths and weaknesses to identify training needs.
Training and assisting with support of MLCs. Responsible for training and onboarding new MLCs. Training includes all internal and third-party systems. Assist VP Mortgage Sales & Product in coordinating monthly sales meetings, staff travel and mortgage events. Supports and participates in continuous improvement activities. Special projects assigned by Team Leader or Head of CML Production Department
3 years' experience providing mortgage sales support to include experience supporting multiple loan officers and working in a financial institution.
Business writing style
Good knowledge of financial institutions and strong understanding of mortgage lending products and procedures.
Solid knowledge of mortgage guidelines
Ability to generate reports and analyze, evaluate and interpret data to identify risks, issues and trends and provide sound recommendations
Demonstrated ability to act professional when communicating with other staff, credit union members, and vendors by telephone or by written communication
Effectively builds relationships with team members, members and external partners to support business development efforts
Demonstrated ability to follow written and verbal instructions and work under limited supervision
Proficiency with PC and Microsoft applications (Outlook, Word and Excel)
NMLS registration
3+ years related experience working with mortgage loan consultants and real estate agents. Adobe Acrobat
SharePoint
High school diploma or GED and some college coursework
Website: nuvisionfederal.com/careers
The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors.
Medical
Dental
Life Insurance
Flexible Spending Account
Training Provided
Tuition Reimbursement
Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future.
Nuvision Credit Union is proud to be an Equal Opportunity Employer. At Nuvision Credit Union, we provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Nuvision Credit Union is committed to providing equal employment opportunities to all individuals, including those with disabilities. If you require a reasonable accommodation to complete the application or interview process, please contact our recruiting team at Recruiting@nuvisioncu.