Royal Credit Union · 2 hours ago
Mortgage Loan Assistant
Royal Credit Union is looking for caring, energetic team members who want to create a positive impact in the lives of our Members. The Mortgage Loan Assistant will support loan origination, build relationships with Members and partners, and help drive the growth of the mortgage and HELOC portfolio.
BankingCreditFinanceFinancial ServicesMortgageNon Profit
Responsibilities
Responsible for assisting in origination of residential mortgage loans as well as lot loans
Sourcing both internal and external HELOC opportunities
Conducts initial pre-qualification interviews and prepares complete loan application packages and necessary documentation
Convey policies for extension of credit in accordance with Credit Union and secondary investor guidelines
Meet Mortgage Loan scheduling and documentation requirements, and production expectations as determined by the Regional Mortgage Sales Manager
Establish internal relationships with existing members and team members
Establish perspective relationships to align with the growth and retention of the RCU mortgage department with the focus on HELOC growth
Qualification
Required
High School Diploma or Equivalent
Two (2) years related experience working in a financial institution or other related sales/customer service position
Must be bondable upon hire
NMLS Certification
Strong knowledge of financial services and basic accounting principles, with the ability to comply with all federal and state regulations
Excellent customer service and communication skills, both written and verbal, to support Members and team members
Strong organizational and time management skills; able to prioritize, multi-task, and work efficiently under multiple deadlines and changing priorities
Analytical and critical thinking skills to make decisions regarding complex daily work, resolve recurring problems, and identify sales opportunities
Ability to work independently and as part of a team, maintain meticulous attention to detail, and produce accurate, high-quality materials and transactions
Preferred
Two (2) years of experience working in Mortgage Origination or Processing
Benefits
Comprehensive medical, dental, and vision insurance plans
5% 401k employer match
Paid family and sick leave
Vacation and sick time accruals
Childcare reimbursement
Tuition and student loan debt assistance
Pet insurance
Company
Royal Credit Union
Royal Credit Union provides banking, loans, and credit services.
Funding
Current Stage
Late StageRecent News
2025-11-19
2025-10-11
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