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Unitus Community Credit Union · 1 month ago

Mortgage Relationship Officer

Vancouver, WA

Full-time

Hybrid

Mid Level

$36K/yr - $36K/yr

3+ years exp

Unitus Community Credit Union is a people-focused organization committed to making a difference for its members. The Mortgage Relationship Officer will focus on sourcing leads, building relationships, and originating quality mortgage applications, contributing to the overall sales and service objectives of the mortgage lending team.

CommunitiesFinanceFinancial Services

Comp. & Benefits

Responsibilities

Source and develop mortgage leads by actively networking, leveraging your existing book of business, cultivating realtor and community relationships, and collaborating with branch staff to generate applications that convert to funded loans

Proactively consult with members to understand their home financing needs, take complete and accurate mortgage applications, and guide them through options that align with Unitus’ products and lending guidelines

Build strong referral relationships with assigned and surrounding branches, earning the trust of branch teams to drive a steady flow of quality referrals and mortgage opportunities

Regularly participate in external business development activities (e.g., community events, local chambers, networking functions) to expand visibility and drive new purchase and refinance business

Maintain up-to-date knowledge of Unitus mortgage products, pricing, procedures, and systems, and follow all compliance, regulatory, and documentation requirements

Balance time between working in branches, remotely, and in the community to effectively manage your pipeline, prospecting activities, and member appointments

Consistently meet or exceed mortgage production goals (units and volume) while contributing to overall sales, service, and efficiency objectives

Qualification

Mortgage Loan OriginationOutbound SalesNetworkingNMLS CertificationBilingual (Spanish/English)Member-Service MindsetTechnology ProficiencyCommunication SkillsInterpersonal Skills

Required

Prior experience in mortgage, real estate, banking, or a similar sales-focused financial services role

Demonstrated success in outbound sales, networking, and building a personal book of business, with the drive to source leads and convert them into funded loans

Strong communication and interpersonal skills, with a member-service mindset and the ability to build trusted relationships with members, branch staff, and community partners

Comfort using technology and internal systems to take applications, manage a pipeline, and stay organized in a fast-paced, production-based environment

Ability to be certified and maintain registration through NMLS as required for mortgage originations

Willingness to travel on a regular basis within the areas Unitus serves