Overview
Helping Members Live Their Financial Dreams
FORUM Credit Union is a member focused, results driven financial institution who strives to provide the best customer service and financial advice to all of our members. Our mission is to help our members live their financial dreams. We offer a full suite of financial products and serve more than 155,000 members in the greater Indianapolis area.
The Internal Mortgage Advisor is responsible for providing mortgages to our existing FORUM member base as well as non-member referrals from Realtors, builders, CPAs, and financial planners. This position will focus on residential mortgage pre-approvals, purchase loans, construction loans, refinances and home equity lending.
Responsibilities
Daily responsibilities consist of:
This job might be for you if:
Qualifications
What we are looking for:
Employee Perks:
Please note: A criminal background screen will be conducted upon hire.
FORUM Credit Union values and celebrates diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Helping Members Live Their Financial Dreams
FORUM Credit Union is a member focused, results driven financial institution who strives to provide the best customer service and financial advice to all of our members. Our mission is to help our members live their financial dreams. We offer a full suite of financial products and serve more than 155,000 members in the greater Indianapolis area.
The Internal Mortgage Advisor is responsible for providing mortgages to our existing FORUM member base as well as non-member referrals from Realtors, builders, CPAs, and financial planners. This position will focus on residential mortgage pre-approvals, purchase loans, construction loans, refinances and home equity lending.
Responsibilities
Daily responsibilities consist of:
- Originate residential Mortgage Loans for FORUM members.
- Conduct mortgage application interviews from applicants generated through the established contacts such as Select Employee Groups, direct requests, payoff requests, expired applications, FORUM marketing events, and outside referral sources, etc
- Develop contacts in the real estate industry and other outside sources to produce additional Mortgage Loans by performing pre-approvals and providing borrower education
- Ensure all client contact, disclosures, and client involvement are done in compliance with applicable Federal and state regulations
- Develop proficiency in lending guidelines for all investors and correspondent relationships with FORUM Mortgage and stay informed of the changes in the mortgage industry
- Be responsive to member needs and keep supervisor notified of concerns or problems
- Ensure a smooth and timely mortgage process and closing by
- pre-qualifying applicants;
- counseling members on the mortgage products and the process;
- submitting borrower files to Underwriting for pre-approval;
- obtaining all necessary documents and information required;
- keeping all involved parties up-to-date on the status of the loan;
- resolving problems as needed
This job might be for you if:
- You accept responsibility with a high level of ownership and commitment
- You focus on the thoroughness and accuracy of work
- You understand and anticipate the internal and external customer business needs
- You have the ability to build relationships with internal and external partners, business owners, members and colleagues
- you consistently produce accurate, thorough and complete work within defined timeline
- You express ideas effectively through multiple channels and understand the needs of different audiences
- You are a problem solver, and enjoy finding solutions
- You perform well when faced with pressure due to adversity, opposition, conflict, or emotional situations
- You have a drive for success in a sales role
Qualifications
What we are looking for:
- A two-year college degree or completion of a specialized course of study at a business or trade school or completion of a specialized and extensive in-house training program
- One year to three years of similar or related experience
- Enthusiastic & Positive Attitude
Employee Perks:
- Competitive Pay
- Student Loan Reimbursement
- Tuition Assistance
- Wellness Programs
- Community Involvement and Paid Volunteer Time
- Professional Development/Award Winning Training Program
- 401K with Match
- Comprehensive Benefits Package
- Generous Paid Time Off
Please note: A criminal background screen will be conducted upon hire.
FORUM Credit Union values and celebrates diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.