Unitus Community Credit Union
Mortgage Relationship Officer
Unitus Community Credit Union, Vancouver, Washington, United States, 98662
At Unitus, each employee has an opportunity to make a difference for our members. As part of our mortgage lending team, the MRO will focus on sourcing leads, building relationships, and originating quality mortgage applications that support our commitment to unparalleled service – the kind that creates the Unitus difference. Our strong team of leaders, outstanding culture, above market benefits, continuous involvement in the communities we serve, and competitive pay programs make Unitus an excellent place to contribute and grow your talents as a mortgage sales professional.
This is a hybrid position based in Vancouver, WA and the surrounding area.
Compensation is a base salary plus commission.
Primary Duties
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
Qualifications
Bachelor's degree preferred or equivalent work experience
Prior experience in mortgage, real estate, banking, or a similar sales-focused financial services role; at least 3 years of experience as a Mortgage Loan Officer/Originator or comparable position strongly preferred
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
Bilingual skills (especially Spanish/English) are preferred.
Maintaining wellness and work/life balance is an important part of the Unitus culture. Our benefits are a reflection of this commitment.
Benefits
Medical + Dental + Vision
Flexible Spending Accounts + HSA
Employees accrue up to 15 days of Paid Time Off (PTO) during their first twelve months of employment
Unitus recognizes 12 paid holidays per year
401(k) Retirement Savings
Annual Incentives (*eligibility dependent)
Employee Assistance Plan
Tuition Reimbursement
Student Loan Debt Repayment
What's it really like to work here? We are a people-focused organization that places an emphasis on culture. Unitus is local, successful, and committed to continuously improving and growing!
Unitus Community Credit Union (Unitus) is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process.
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This is a hybrid position based in Vancouver, WA and the surrounding area.
Compensation is a base salary plus commission.
Primary Duties
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
Qualifications
Bachelor's degree preferred or equivalent work experience
Prior experience in mortgage, real estate, banking, or a similar sales-focused financial services role; at least 3 years of experience as a Mortgage Loan Officer/Originator or comparable position strongly preferred
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
Bilingual skills (especially Spanish/English) are preferred.
Maintaining wellness and work/life balance is an important part of the Unitus culture. Our benefits are a reflection of this commitment.
Benefits
Medical + Dental + Vision
Flexible Spending Accounts + HSA
Employees accrue up to 15 days of Paid Time Off (PTO) during their first twelve months of employment
Unitus recognizes 12 paid holidays per year
401(k) Retirement Savings
Annual Incentives (*eligibility dependent)
Employee Assistance Plan
Tuition Reimbursement
Student Loan Debt Repayment
What's it really like to work here? We are a people-focused organization that places an emphasis on culture. Unitus is local, successful, and committed to continuously improving and growing!
Unitus Community Credit Union (Unitus) is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process.
Create a job alert for this search #J-18808-Ljbffr