Consultant

• 13 paid holidays
• 17 days of Paid Time Off (PTO) during first year of employment
• Up to 2% discounts on loans including first mortgages
• 401(k) Plan with Company Match
• Medical, dental, vision insurance
• Long-term disability insurance
• Life insurance
• Voluntary insurance
• Employee assistance program
• Financial Wellness benefits and resources
• Tuition reimbursement and more
  
  

• Growing the Credit Union's real estate loan portfolio by building relationships with real estate agents, community leaders, partner organizations and other finance/tax/legal professionals to generate referrals.
• Providing consultations with members seeking to purchase or refinance a home and recommending appropriate solutions to meet the members' needs.
• Developing referral sources through branches, realtor marketing groups, and the communities we serve.
• Required to submit complete loan application with supporting documentation to underwrite and serve as the liaison between the member and the Credit Union's third-party loan fulfillment partner.
• Assisting branch staff with completing applications and gaining loan approval for home equity solutions for members.
• Partnering with Emerging Markets team to identify referral opportunities at pop-up events, partner on-site events, and financial education and wellness seminars.
• In collaboration with Marketing and Emerging Markets teams, developing and presenting homebuying seminars for members and prospective members.
• Notifying and assisting members who cannot be approved, referring to appropriate resources for credit coaching.
• Developing and delivering training to Credit Union staff to build their knowledge of first-, second- and equity mortgage products, along with the corresponding application processes (including how to ensure members submit a complete loan application with the required supporting documentation).
• Staying informed of trends in mortgage lending, the rate environment and competitor offerings; share insights and recommendations with management.

Compensation details: 0

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