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Reports To: RVP, Commercial Lending - Varies by location
Functions Supervised: Small business lending.
Primary Functions: Responsible for structuring, approving and managing the credit union's small business loan activity.
Duties and Responsibilities:
- Responsible for reviewing, approving or declining loan that are processed through the business loan origination system.
- Manage small business loan portfolio to...
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates...
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates...
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates...
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates...
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates...
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates...
Reports To: Varies by location
Primary Functions: Originate mortgage loans and promote related programs within the real estate profession and through personal networks.
Duties and Responsibilities:
- Market mortgage loan programs to the real estate sales industry and to personal contacts.
- Develop and maintain loan referral relationships with professionals in real estate, accounting, legal and financial planning fields.
- Interview buyer/applicants and originate investor mortgage loans. Accept applications and input them to the origination system, provide required estimates...
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and...
Reports To: Varies by location
Functions Supervised: None
Primary Functions: Responsible for developing new business, structuring, underwriting, and closing of business and commercial loans, as well as monitoring and maintaining a loan portfolio.
Duties and Responsibilities:
- Meet with business members and prospective business members to promote the credit union's commercial loan services and solicit new...
Reports to: Varies by location
Functions Supervised: None
Primary Functions:...
Reports To: Varies by location
Primary Functions: Provide assistance to originator in the origination and processing of mortgage loans.
Duties and Responsibilities:
- Accept telephone calls for the originator, coordinate appointments, respond to inquiries, and provide updated loan status to real estate agents and borrowers.
- Input the loan application, print out applicable origination documentation and required disclosures, obtain borrowers' signatures as required and review documentation for accuracy and completeness.
- Photocopy documentation supplied by the borrower;...
Reports To: Varies by location
Functions Supervised: None
Primary Functions: Close, review, and disburse conventional, FHA, VA, and RD mortgage loans.
Duties and Responsibilities:
- Clear the preliminary title report of any item that will prevent attaining the appropriate lien position.
- Review all closing documentation to ensure that all required documents and information are present, and that the information contained in the documentation complies...
Reports to: Branch Manager
Functions Supervised: Branch Activities and Staff
Primary Functions:Supervise the activities of the branch with an emphasis placed on creating positive member and employee experiences. Model a consultative, empathetic, and personalized service approach with every interaction to exceed member service and sales performance standards that aligns with the Global Credit Union Management Philosophy. Support the growth of the credit union by ensuring that individual, branch, and business line goals are met through cross sales...
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and...
Reports To: Mortgage Quality Control Compliance Manager
Primary Functions: Perform quality control on conventional mortgage loans. Compile and analyze information for response to investor/insurer/regulatory audits.
Duties and Responsibilities:
- Perform audit functions required for mortgage loans as outlined in the Quality Control Policies and procedures, and as required by investors, insurers, and regulators. This includes review of origination; regulatory compliance; underwriting; closing; and insurance of assigned...
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Provide branch assistance to area branches. Assist in conducting training to branch employees with an emphasis placed on providing prompt, professional, helpful, knowledgeable, and courteous member service while recommending financial products and services to meet member needs. Provide support regarding new products, services, technology, and new programs and processes to encourage change. Contribute to the growth of the credit union by achieving individual, branch, and business line goals through leadership...
Reports to: Senior Special Credits Litigation Officer
Functions Supervised: None
Reports to: Senior Special Credits Litigation Officer
Functions Supervised: None
Reports to: Fraud Operations Officer
Functions Supervised: None
Primary Functions: Perform activities in support of Fraud department. Responsible for locating documents to use as investigative tools for all cases related to online access, check fraud, financial exploitation, identity theft, and operational risk mitigation. Creating collection letters to other financial institutions to mitigate loss.
Duties and Responsibilities:
- Create and maintain complete and accurate case files including evidence and interview summary in the case...