Originate and manage mortgage loans from initial member needs assessment through application, processing, and completion, ensuring required documentation and disclosures are in place. Build referral relationships with branches, realtors, builders, and community organizations while meeting production goals and following lending, privacy, and regulatory requirements.
The accountant performs financial record maintenance, prepares financial reports, and ensures accuracy in credit union accounting processes. They also manage general ledger maintenance, reconciliations, accounts payable, and assist with audits and regulatory reporting.
The specialist manages member relationships by providing professional service, processing financial transactions, and addressing inquiries via phone. They also promote credit union products and services to meet sales and referral goals while ensuring security and fraud prevention.
The Mortgage Loan Officer is responsible for establishing professional member relations and originating various types of mortgage loans. They must monitor loan applications through the processing stage while building referral channels with realtors, builders, and branches.
