[Hiring] Home Loan Advisor Assistant II @Golden 1 Talent Acquisition Team

Role Description

The Home Loan Advisor Assistant II (“HLAA”) is responsible for supporting the assigned Home Loan Advisor(s) (“HLA’s) with daily activities, business development, home loan lead generation and member experience. The primary focus of this position is to manage the clerical and administrative loan processing duties of the Home Loan Advisors they serve. This role is responsible for assisting the HLA’s with pipeline management, appointments, database management and marketing efforts. Additionally, this role is responsible for the collection of personal financial documents from the member to aid the HLPs in delivering timely loan decisions while coordinating the HLA’s pipeline, meetings, database and marketing efforts.

• Assist in the origination of home loan applications.
• Perform daily pipeline management to ensure optimal member experience.
• Coordinate with Home Loan Operations to facilitate the collection of personal financial documents from the members to ensure timely file flow to coordinate with our required turn time goals.
• Maintain a thorough knowledge of state and federal laws and regulations related to credit union compliance, including; BSA, AML, TILA, GBL, RESPA, ECOA, Fair Lending and others that are appropriate to the position.
• Coordinate with the HLA and Management on HLA database management.
• Assist HLA in the development of HLA specific marketing materials.
• Coordinate development of presentations for HLA for meetings, conferences and other events as required, including the preparation of reports as required.
• Attend marketing, broker, and networking events and open houses.
• Act as liaison between HLA, HLP and any other party involved in the facilitation of the Home Loan Transaction.
• Perform other jobs as may be assigned that may be complex in nature where judgment is required in resolving problems or obstacles.

Qualifications

• Associate’s degree or equivalent work experience in administrative function or Home Loan Sales or Operations.
• Minimum three or more years’ experience in Home Loan or Real Estate industry preferred.
• Maintain knowledge of FNMA guidelines, ATR guidelines, HDMA, home loan and equity products and turn time goals. Encompass LOS experience preferred but not required.

Requirements

• Effective oral and written communication skills required to interact with credit union staff, management and all member channels with the ability to constructively follow-up on member inquiries.
• Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone.
• Effective technology and reporting skills are required to support origination activities.
• Must have ability to learn and demonstrate Golden 1 Credit Union culture.

Physical Requirements

• Prolonged sitting throughout the workday with occasional mobility required including prolonged operation of a computer.
• Corrected vision within the normal range.
• Hearing within normal range. A device to enhance hearing will be provided if needed.
• Ability to lift 20 lbs. may be required.
• Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc.

Licenses/Certifications

• MLO/NMLS Registration required: An individual in this position may sometimes assist Mortgage Loan Originators with tasks requiring a license as defined by the S.A.F.E. Act and whose responsibilities include taking applications and discussing terms and negotiating rates on loans secured by real property.