Duties & Responsibilities
- Providing service to applicants and prospective customers seeking a home loan, including interviewing, pre-qualification and pre-approval.
- Completing application and gathering supporting documentation.
- Reviewing and completing regulatory disclosures with borrower.
- Maintaining existing and generating new sources of referral business.
- Quoting interest rates and securing pricing through the Secondary Marketing Department.
- Inputting application data into Loan Origination Software (LOS).
- Utilizing automated underwriting systems (AUS) to obtain credit recommendations.
- Communicating with all parties, both internal and external, regarding the status of the loan and relaying information to all interested parties.
- Managing his/her pipeline of loans to verify accuracy of the current loan status.
- Acknowledging and abiding by REVs Policies and Procedures.
- Participating in REV sponsored events, and area association events.
- Actively participating in all aspects of the Real Estate Office sales meetings.
- Representing the Credit Union with active participation in approved community outreach functions for the purpose of enhancing our image and developing new business opportunities.
- Assumes responsibilities for related duties as required or assigned.