What are the responsibilities and job description for the Mortgage Loan Officer position at Summit Logo?
Join one of Wisconsin’s top employers! Summit Credit Union, consistently recognized as a best-in-state credit union and a top workplace, is seeking an experienced Mortgage Loan Officer to join our Pewaukee team. If you’re passionate about helping members achieve their homeownership dreams and thrive in a collaborative, member-focused environment, we want to hear from you!
What You’ll Do
- Serve as a trusted financial advisor, providing personalized mortgage solutions to members and potential members.
- Originate high-quality mortgage loans that meet member needs and align with Summit’s lending standards.
- Build strong relationships with branch staff, real estate professionals, and community partners to drive business development.
- Participate in local networking and outreach activities to grow Summit’s presence in the Pewaukee market.
- Guide members through the mortgage process with exceptional service and attention to detail.
What We’re Looking For
- Associate’s degree in finance, business, or related field (or equivalent experience).
- Minimum 5 years of mortgage lending experience in a retail financial environment.
- Experience with loan products - 1st mortgages, 2nd mortgages, WHEDA, construction loans, Lot loans, consumer loan products, underwriting skills, and mortgage loan processing.
- Ability to provide needs based financial consultation to a diverse membership.
- Knowledge of secondary market programs and requirements.
- Working knowledge of standard mortgage products in the industry, and strong knowledge of the mortgage industry underwriting guidelines and regulations.
- Excellent listening, interpersonal and oral/written communication skills.
- Strong organizational skills required.
- Must travel to Realtor offices and make outside sales calls on a regular basis.
- NMLS Number Required
The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
Why Summit?
- Competitive compensation and performance incentives.
- Benefits:
- Health, dental, and vision insurance
- 401(k) with employer match
- Paid time off and holidays
- Student loan repayment assistance
- Professional development opportunities and a collaborative, fun work culture.
- Recognition as one of Wisconsin’s top lenders and employers.
Required Statement Sections
- Physical Demands of Position: While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and /or carry up to 10 pounds.
- Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions.
- Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc).
- EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.