Altana Federal Credit Union · 10 hours ago
Real Estate Loan Officer
Chester, MT
Full-time
Onsite
Entry, Mid Level
2+ years expAltana Federal Credit Union is seeking a Real Estate Loan Officer to provide expertise in real estate to members and the general public. The role involves building a book of business through community relationships and networking, while also managing loan production and training staff for referrals.
AdviceBankingFinancial ServicesPersonal Finance
Responsibilities
Loan Production – Interviews with member, gathering documents, analysis of loan, working with realtors
Networking and community involvement
Training staff to help with referrals for new loans
Working with investors
Obtain and maintain an up-to-date and comprehensive knowledge of all credit union products and services, while complying with disclosure requirements, regulations and consumer privacy policies. Coordinate with other departments and refer members to departments/personnel providing specialized services as necessary
Obtain and maintain an up-to-date and comprehensive knowledge of all Credit Union related policies, procedures, rules and regulations, including but not limited to Bank Secrecy Act, Fair Lending, robbery, safety and security procedures
Follow all credit union policies and procedures
Represent the credit union in a positive and professional manner with all people including fellow employees, members, management, board members and outside vendors
Attend and participate in meetings as required
Completes required courses as assigned for ongoing compliance and continuing education
Other assignments and duties as required
Report to work on time each scheduled day
Qualification
Required
High School Diploma or GED required
Two or more years of experience in a customer-facing sales capacity in the financial services industry
Strong understanding of loan generation and real estate, with the ability to apply knowledge in different situations
Able to analyze complex or unusual situations and adapt as needed
Basic computer skills needed. Will use spreadsheets, checklists, and loan processing systems
Must be able to draft, edit, and proofread emails and letters, representing the credit union professionally
Excellent communication skills, both written and verbal. Will regularly interact with members and the community
Strong knowledge of the real estate market, underwriting, and internal lending policies is essential
Must be able to collaborate well with coworkers, members, and community partners. Will handle confidential information with care and professionalism
Makes decisions that impact their own work or area of responsibility
Must be able to assess and solve various types of problems using past experience and standard practices
Works independently using existing guidelines. Supervisor is available for help if needed
Preferred
Bachelor's degree
Planning skills preferred — must be able to manage schedules, meet deadlines, and juggle multiple responsibilities
Previous real estate and loan generation experience is preferred
Must have or be eligible for NMLS
Company
Altana Federal Credit Union
Altana Federal Credit Union is an Agency that provides various types of Banking & Financial Services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jason Hagadone
President/CEO
Company data provided by crunchbase