[Hiring] Mortgage Analyst and Trainer @Nuvision Federal Credit Union

Role Description

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 to Mortgage Origination for CRM and Encompass. Reviews system and process workflows to identify and recommend efficiencies.

• 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., attending, scheduling and organizing events).
• 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.
• Makes recommendations related to system and process efficiencies.
• Scheduling individual and team training on a regular basis, evaluating strengths and weaknesses to identify training needs.
• Training and assisting with support of MLCs, including onboarding new MLCs and training on all internal and third-party systems.
• Assists with creating and maintaining department procedures and workflows.
• Assist in evaluating issues, analyze root causes and derive solutions on loans in process.
• 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.
• Maintains member and other sensitive information with confidentiality.
• Other related duties as assigned.

Qualifications

• 3 years’ experience providing mortgage sales support, including experience supporting multiple loan officers and working in a financial institution.
• Solid grammar and spelling.
• Business writing style.
• Filing systems.
• Good knowledge of financial institutions and strong understanding of mortgage lending products and procedures.
• Solid knowledge of mortgage guidelines.
• Excellent written and verbal communication as well as interpersonal skills.
• Ability to generate reports and analyze, evaluate and interpret data to identify risks, issues and trends and provide sound recommendations.
• Demonstrated ability to act professionally when communicating with other staff, credit union members, and vendors by telephone or 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.

Preferred Qualifications

• 3+ years related experience working with mortgage loan consultants and real estate agents.
• 5+ years processing experience.
• Adobe Acrobat.
• SharePoint.
• Prime Alliance.
• Encompass.

Education

• High school diploma or GED and some college coursework.

Benefits

• Medical.
• Dental.
• Vision.
• Life Insurance.
• Flexible Spending Account.
• 401(k) Matching.
• Paid Time Off.
• Training Provided.
• Tuition Reimbursement.