Top 4624 Associate document advisor Jobs

Mortgage Loan Officer (Mortgage Advisor)
VERVE A CREDIT UNION —La Crosse, WI
- Weekends as needed
- Mid-level
- Office
- Experience equivalent to degree accepted
Mortgage Loan Officer (Mortgage Advisor)
VERVE A CREDIT UNION —La Crosse, WI
- Weekends as needed
- Mid-level
- Office
- Experience equivalent to degree accepted
Community Registered Nurse (RN)
Center for Human Services —Sedalia, MO
- $29.87 an hour
- Full-time
- CPR Certification
- Nursing
- RN License
Quick Apply
13d
Assistant Vice President, Wealth Management (5-7 years of experience required)
R. M. Davis, Inc. —Portland, ME
- Up to $125,000 a year
- Full-time
- Background check
- CPA
- 5 years
- Profit sharing
- Health savings account
Quick Apply
Estate Planning Associate (3+ years)
Meister Seelig & Schuster PLLC —New York, NY
- $160,000 - $190,000 a year
- Full-time
- Mid-level
- 3 years
- Organizational skills
- Health savings account
- Health insurance
Quick Apply
Automotive Technician-SIGN ON BONUS!!!
Greenwich Ford —Greenwich, NY
- $25 - $40 an hour
- Full-time
- ASE Certification
- Background check
- Dealership
- Paid holidays
- Health insurance
Quick Apply
Wealth Management Advisor II
Sunflower Bank NA —Los Angeles, CA
- $106,200 - $157,200 a year
- Online Application
- 7 years
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply
Journeyman Electrician
Electrical Production Services —Chaska, MN
- $40 - $52 an hour
- Overtime
- 18 years or older
- Microsoft Outlook
- Construction site
- Health savings account
- Disability insurance
Quick Apply
Wealth Planning Liaison
MMG Wealth Management —Grand Haven, MI
- $45,000 - $85,000 a year
- Multiple hires
- Background check
- Microsoft Excel
- Microsoft Outlook
- Relocation assistance
- Tuition reimbursement
Quick Apply
8d
Lube Technician
Greenwich Ford —Greenwich, NY
- From $18 an hour
- Full-time
- ASE Certification
- Clean driving record
- Dealership
- Paid holidays
- Health insurance
Quick Apply
Paralegal
Geiger Teeple Robinson & McElwee PLLC —Alliance, OH
- Full-time
- Background check
- Mid-level
- Office
- Free parking
- Wellness program
Quick Apply
14d
Registered Paraplanner
Starboard Financial Group, Ameriprise Financial Services, LLC —Brookfield, WI
- $60,000 - $77,000 a year
- Part-time
- Background check
- Microsoft Outlook
- Mid-level
- Profit sharing
- Paid holidays
Quick Apply
3d
Investment Operations Analyst
Wellspring Financial Advisors, LLC —Cleveland, OH
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
13d
Associate Service Advisor
CHC Hydronics —Vancouver, WA
- $25 - $29 an hour
- Full-time
- Background check
- 5 years
- Mid-level
- Health savings account
- Health insurance
Quick Apply
14d
Senior Accountant
Freidel & Associates, LLC —Rapid City, SD
- $59,000 - $72,000 a year
- Full-time
- CPA
- Mid-level
- Office
- Disability insurance
- Relocation assistance
Quick Apply
Financial Administrative Associate Trainee
The Retirement Optimization Group —Rochester, NY
- $40,000 - $52,000 a year
- Full-time
- Background check
- Marketing
- Writing skills
- 401(k)
- Paid time off
Quick Apply
Finance Manager
Joseph Engineering —Santa Maria, CA
- $110,000 - $150,000 a year
- Full-time
- Spanish
- CPA
- Surgery
- Health insurance
- 401(k)
Quick Apply
10d
Journeyman Electrician - Service Department
Electrical Production Services —Chaska, MN
- $45 - $59 an hour
- Overtime
- 18 years or older
- Microsoft Outlook
- Construction site
- Health savings account
- Disability insurance
Quick Apply
Comfort Advisor
Trustal Recruiting —Sandpoint, ID
- From $40,000 a year
- Overtime
- Hybrid work
- Clean driving record
- Heavy lifting
- Office
- Paid time off
Quick Apply
1d
Employment & Corporate Counsel
Inland Imaging Business Associates, LLC —Spokane, WA
- $149,714.21 - $224,571.31 a year
- Full-time
- Background check
- 7 years
- Microsoft Excel
Quick Apply

I want to receive the latest job alert for associate document advisor

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

Explore jobs in more locations

associate document advisor jobs near

Real Estate Associate jobs in New York, NY

Loan Officer jobs in La Crosse, WI

Paralegal jobs in Alliance, OH

Senior Accountant jobs in Rapid City, SD

Investment Analyst jobs in Cleveland, OH

Registered Nurse jobs in Sedalia, MO

Finance Manager jobs in Santa Maria, CA

Service Advisor jobs in Vancouver, WA

Real Estate Development jobs in Philadelphia, PA

Real Estate Associate jobs in Denver, CO

Real Estate Associate jobs in Albuquerque, NM

Real Estate Associate jobs in Saint Augustine, FL

Real Estate jobs in Memphis, TN

Associate Of Science Degree jobs in Alabama

Clinical Research Associate jobs in San Diego, CA

Real Estate Associate jobs in Miami, FL

Electrician Apprenticeship jobs in Appleton, WI

Journeyperson Electrician jobs in Dubois, PA

Journeyman Electrician jobs in North Dakota

Journeyperson Electrician jobs in Greeneville, TN

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

associate document advisor jobs

Mortgage Loan Officer (Mortgage Advisor)

Mortgage Loan Officer (Mortgage Advisor)

Community Registered Nurse (RN)

Assistant Vice President, Wealth Management (5-7 years of experience required)

Estate Planning Associate (3+ years)

Automotive Technician-SIGN ON BONUS!!!

Wealth Management Advisor II

Journeyman Electrician

Wealth Planning Liaison

Lube Technician

Paralegal

Registered Paraplanner

Investment Operations Analyst

Associate Service Advisor

Senior Accountant

Financial Administrative Associate Trainee

Finance Manager

Journeyman Electrician - Service Department

Comfort Advisor

Employment & Corporate Counsel

I want to receive the latest job alert for associate document advisor

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected