Top 16845 Financial Software Guide Jobs

Mortgage Loan Officer (Mortgage Advisor)
VERVE A CREDIT UNION —La Crosse, WI
- Weekends as needed
- Mid-level
- Office
- Experience equivalent to degree accepted
Support Advisor - Inspired Wealth Advisors
Thrivent —Lexington, KY
- $60,000 - $80,000 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Paid time off
Quick Apply
Model-Based Systems Engineer
Modern Technology Solutions, Inc —Lexington Park, MD
- System design
- Bachelor's degree
- Senior level
- Disability insurance
- Health insurance
Director of Patient Financial Services
Steele Memorial Medical Center —Salmon, ID
- Full-time
- Hospital
- Office
- 3 years
5d
Network Engineer (Network Engineering, Associate)
The MIL Corporation —Lexington Park, MD
- $100,000 - $151,000 a year
- Weekends as needed
- Bachelor of Science
- System design
- 3 years
- Health insurance
- Tuition reimbursement
Tutor (Per Diem/Various Disciplines)
SEIU 1199NW Training Fund —Renton, WA
- $25.20 - $34.28 an hour
- Part-time
- Hybrid work
- Background check
- School experience
- Classroom
Quick Apply
Field Engineer
Henkels & McCoy West —Vancouver, WA
- $77,968.80 - $78,600.00 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Construction site
- Employee stock purchase plan
- Disability insurance
Quick Apply
Financial Controller
Port Erie Plastics —Harborcreek, PA
- Full-time
- CPA
- Office
- Finance
- Disability insurance
- Health insurance
Quick Apply
Cost Accountant / Financial Analyst
Sanmina Corporation —Addison, IL
- $80,000 - $120,000 a year
- 5 years
- Office
- Microsoft Office
- Paid holidays
- Disability insurance
Electromechanical Field Service Technician III
Giesecke+Devrient —Detroit, MI
- Full-time
- High school diploma or GED
- Travel
- Computer networking
Universal Banker - Sitka Financial Center, Part Time 20hrs/wk
Northrim Bank —Sitka, AK
- $22 an hour
- Part-time
- Hospitality
- Office
- Microsoft Office
- Paid training
- Wellness program
Quick Apply
Lead Technical Support
Scaled Health —White Salmon, WA
- $62,000 - $85,000 a year
- 8 hour shift
- Background check
- Customer service
- HIPAA
- Health insurance
- Dental insurance
Quick Apply
Mortgage Loan Officer (Mortgage Advisor)
VERVE A CREDIT UNION —La Crosse, WI
- Weekends as needed
- Mid-level
- Office
- Experience equivalent to degree accepted
Tax Director
CPA Firm —Roanoke, VA
- From $140,000 a year
- Full-time
- Management
- CPA
- Office
- Continuing education credits
- Relocation assistance
Quick Apply
Mortgage Loan Officer
Castparts Employees FCU —Portland, OR
- $60,000 - $92,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Basic math
Quick Apply
Interior Designer/Sales Consultant - Salary + Commission
Davids Furniture & Interiors —Harrisburg, PA
- $45,000 - $75,000 a year
- Full-time
- Sales
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
8d
Lead Java Software Engineer
Resource Innovations —Phoenix, AZ
- $140,000 - $160,000 a year
- Full-time
- Background check
- Computer Science
- Pass drug screening
- Commuter assistance
- Paid holidays
Quick Apply
Sr. Financial Systems Analyst
American Heart Association —Dallas, TX
- Full-time
- Oracle
- 5 years
- Office
- Wellness program
- Paid holidays
Integrations Lead
Next Level Performance —New Brunswick, NJ
- $100,000 - $140,000 a year
- Full-time
- Hybrid work
- 7 years
- Azure
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Probate & Estate Planning Paralegal
The Dean Law Firm, PLLC —Sugar Land, TX
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply

I want to receive the latest job alert for Financial Software Guide

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Mortgage Loan Officer (Mortgage Advisor)

VERVE A CREDIT UNION -
La Crosse, WI

Apply Now

Job Details

Full-time

Qualifications

Closing coordination
Financial sales
Financial services customer support
Confidential information handling
Customer relationship building
Underwriting guidelines adherence
Open house
Referral-based lead generation
Underwriting
Federal Housing Administration (FHA) loans
Credit risk assessment
Educational events
Interviewing clients
Sales referrals
Real estate client management
Service scheduling
Competitive analysis
Opportunity Management
Promoting bank products
Consumer lending analysis in risk and credit
Home Mortgage Disclosure Act (HMDA)
Real estate referral programs
Conventional mortgage loans
Mid-level
Real Estate Settlement Procedures Act (RESPA)
Financial issue resolution
Meeting scheduling
Economic sanctions regulations
Anti-Money Laundering (AML) compliance (compliance procedures implemented)
Decision making

Full Job Description

POSITION SUMMARY

The Mortgage Advisor serves as the primary contact for members seeking mortgage-related information and financing solutions. This dynamic, member-facing role combines consultative sales, financial counseling, and relationship management to guide borrowers through every step of the mortgage process from initial inquiry to loan closing. The MA actively generates leads, builds and maintains strong relationships with real estate professionals, and represents the Credit Union at homebuyer events and community outreach activities. This role is responsible for assessing borrower needs, prequalifying applicants, collecting and reviewing financial documentation, and ensuring compliance with regulatory requirements such as RESPA, TILA, HMDA and applicable investor guidelines.

POSITION RESPONSIBILITIES

Act as a salesperson and acquire leads and information from branches or other team members regarding members seeking mortgage related information.
- Contact members and make an appointment for a meeting.
- Travel to branch or designated area to meet with members.
- Follow up with members requesting mortgage applications and information.
Establish, manage, and maintain relationships with parties involved in the real estate/mortgage industry such as realtors, brokers, title companies, etc. in order to grow and support referrals.
Serve as primary contact with all parties on individual loans originated from application to closing by advising, educating, and guiding members through the real estate purchase transactions. These duties include, but are not limited to:
- Counsel and prequalify potential homebuyers, which includes recommending the mortgage product most suitable to meet the applicant’s needs.
- Complete applications and inform applicants of all closing cost and related fees.
- Respond to all inquiries and resolve any discrepancies, i.e. credit report, late payments, etc.
- Obtain all necessary support documents along with appropriate fee and lock-in information in compliance with FNMA, VA, FHA, and other mortgage lending regulations inclusive of RESPA, Truth-in-Lending, HMDA, etc.
- Review and interpret credit reports according to established guidelines.
- Oversee loan process by monitoring loan status and ensuring conformity with terms.
- Assist in collecting additional documents and communicating loan status to all parties.
- Provide functional guidance to loan processors regarding coordination of workflow files in process.
- Inform applicants of loan denial or acceptance.
Use independent judgment to effectively analyze the borrower’s request and qualifications to:
- Determine eligibility for various programs by reviewing borrower provided information.
- Assist borrower for various programs by reviewing borrower provided information.
- Find alternative criteria on which to base lending decision.
- Assist borrower with evaluating the changes in their financial budget based on the loan request.
- Provide advice and assistance with helping the borrower improve their qualifications if it is determined that improvement is needed prior to obtaining a new loan.
Input loan information into the mortgage on-line application system and print necessary documents/disclosures and provide as appropriate to members.
Continuously monitor personal pipeline, manage expected closing dates, provide timely and accurate information to borrowers, closing agents, real estate brokers, and appraisers to minimize service issues and provide overall quality service.
Maintain comprehensive knowledge of Credit Union’s mortgage and other company products and services.
Maintain general knowledge of mortgage industry, including maintaining an in-depth knowledge of state and Federal mortgage laws and regulations.
Plan, coordinate, and participate in activities that promote homeownership, including homebuyer seminars, home shows, broker’s meetings, and other home financing workshops.
Comply with all aspects of BSA/AML and OFAC regulations as related to position.
Maintain a professional image of the Credit Union in dealing with members.
Provide friendly and helpful assistance, an upgraded knowledge of financial products, and protect member confidentiality.
Certificates, Licenses, and Registrations:
- Must be eligible to register with the Nationwide Mortgage Licensing System & Registry.
Additional duties as assigned.

EDUCATION AND EXPERIENCE

Associate degree in a related field preferred.
Sales experience or relatable experience required.
Mortgage lending experience strongly preferred.

KEY COMPETENCIES

Sound Judgment & Risk Awareness: Make informed lending decisions while minimizing risk to the credit union.
Lending Expertise: Deep understanding of mortgage processes, regulatory compliance, and loan products including conventional, FHA, and VA
Documentation & Market Knowledge: Proficient in required documentation, underwriting standards, and secondary market dynamics.
Communication Skills: Strong written, verbal, and presentation abilities to engage effectively with members and team members.
Professional Presence: Outgoing, polished demeanor with a commitment to exceptional member service.
Sales & Interviewing: Skilled in interviewing applicants using persuasive techniques to secure mortgage business.
Independence & Initiative: Self-motivated with the ability to manage multiple priorities and work independently.
Organizational Agility: Capable of planning and scheduling appointments flexibly, including evenings and weekends.
Market Awareness: Knowledgeable about competitor offerings and how they compare to Verve’s products.
Relationship Building: Confident in developing lasting business relationships with a sense of urgency and drive.
Confidentiality: Maintain discretion with sensitive member and team information.
Tech Proficiency: Comfortable using standard office software and interpreting various instruction formats.
Branch Flexibility: Willing to work at any Verve branch as needed.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

Work Environment: Business office, the noise level in the work environment is usually quiet to moderate.
Physical Requirements: Ability to sit or stand at a desk the majority of the workday; talk or hear; stand or walk occasionally. While performing the duties of this job, the team member is typically utilizing a computer, keyboard and phone. May occasionally reach with hands and arms; stoop, kneel, and crouch. The employee may occasionally lift and move up to 30 pounds.

The above information has been designed to indicate the general nature and level of work performed by persons within this job this job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all the duties, responsibilities, and qualifications required of persons assigned to this job. Additional duties may be required to perform the job effectively.

Apply Now

Refine Your Search

Financial Software Guide jobs

Mortgage Loan Officer (Mortgage Advisor)

Support Advisor - Inspired Wealth Advisors

Model-Based Systems Engineer

Director of Patient Financial Services

Network Engineer (Network Engineering, Associate)

Tutor (Per Diem/Various Disciplines)

Field Engineer

Financial Controller

Cost Accountant / Financial Analyst

Electromechanical Field Service Technician III

Universal Banker - Sitka Financial Center, Part Time 20hrs/wk

Lead Technical Support

Mortgage Loan Officer (Mortgage Advisor)

Tax Director

Mortgage Loan Officer

Interior Designer/Sales Consultant - Salary + Commission

Lead Java Software Engineer

Sr. Financial Systems Analyst

Integrations Lead

Probate & Estate Planning Paralegal

I want to receive the latest job alert for Financial Software Guide

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected