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Mortgage Loan Support

Community First Credit UnionNeenah, Wisconsin

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Job Description

Join our growing mortgage team! As a Mortgage Loan Specialist, you will answer incoming calls, emails, and website inquiries related to mortgage appointments, applications, and closings with the intent to identify and resolve member questions. If you’d enjoy a fast-paced role that includes working collaboratively with a tight-knit group of mortgage professionals, supporting our Mortgage Loan Originators, and educating our members on the mortgage solutions that best benefit them, please consider applying today!

As a Mortgage Lending Specialist with Community First Credit Union you will:

  • Determine members’ mortgage needs and provide appropriate solutions, utilizing CFCU products and services
  • Educate members on mortgage loan products, rates, and processes regarding closing costs, payment options, and the benefits of CFCU mortgage loan products
  • Assist with managing the schedule for mortgage loan originators, including scheduling time in the inbound call queue
  • Manage online mortgage applications, including assigning online mortgage requests and callbacks to members
  • Assist with reports as needed
  • Maintain mortgage knowledge through in-house and external training opportunities

       We are looking for a combination of:

      • High school diploma, or equivalent
      • Two years’ relevant experience, including prior mortgage origination, processing, or lending experience
      • Exceptional verbal and written communication skills with the ability to work in direct professional contact with a wide variety of people
      • Enthusiasm for providing members with the best possible service
      • Understanding of legal regulations as they pertain to mortgages
      • Ability to work collaboratively with the mortgage team
      • Ability to handle sensitive and/or confidential information professionally and discreetly
      • Strong attention to detail, exceptional organizational and time management skills, with the ability to handle multiple tasks simultaneously in a fast-paced environment
      • Strong Microsoft Office products experience

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