Mortgage Operations - Mortgage Analyst and Trainer, Full-Time - Remote (AK,AZ,FL,NV,TX,WY)

Nuvision Federal Credit Union

7d•$26 - $45•Remote

About The Position

Under limited supervision, the Mortgage Analyst and Trainer provides day-to-day sales and department support to Mortgage Loan Consultants (MLCs), including administrative, clerical, sales, reporting, and training assistance. The role facilitates communications among MLCs, internal departments, and vendors; generates reports and analyzes loan activity for Mortgage leadership; and serves as the primary system administrator for mortgage origination CRM and Encompass systems. The position reviews system and process workflows and recommends efficiencies. The role supports mortgage sales operations by helping collect outstanding loan conditions, setting up urgent files, preparing and distributing reports, and supporting MLC business development. It trains and onboards MLCs, evaluates processes and training needs, maintains CRM data and procedures, and helps resolve issues on loans in process. The position also supports sales meetings, staff travel, mortgage events, and continuous improvement activities, while protecting confidential member and sensitive information.

Requirements

Three years of experience providing mortgage sales support, including supporting multiple loan officers and working in a financial institution.
Solid grammar and spelling skills.
Business writing skills.
Knowledge of filing systems.
Good knowledge of financial institutions and a strong understanding of mortgage lending products and procedures.
Solid knowledge of mortgage guidelines.
Excellent written and verbal communication and interpersonal skills.
Ability to generate reports and analyze, evaluate, and interpret data to identify risks, issues, and trends and provide sound recommendations.
Professional communication skills when interacting with staff, credit union members, and vendors by telephone or in writing.
Ability to build relationships with team members, members, and external partners to support business development.
Ability to follow written and verbal instructions and work under limited supervision.
Proficiency with a PC and Microsoft applications, including Outlook, Word, and Excel.
NMLS registration.
High school diploma or GED and some college coursework.
Legally authorized to work in the United States at the time of hire without requiring employer sponsorship now or in the future.

Nice To Haves

Three or more years of related experience working with mortgage loan consultants and real estate agents.
Five or more years of processing experience.
Adobe Acrobat.
SharePoint.
Prime Alliance.
Encompass.

Responsibilities

Provide support and resources to MLCs, including collecting outstanding conditions and setting up urgent files.
Create, maintain, and distribute reports and support MLC business development efforts, including scheduling and organizing events.
Analyze and report department production results and provide daily and monthly reports on loan activities to Mortgage Director/VP management.
Train staff on internal CRM processes, maintain CRM data and reporting, and assist with assigning daily leads.
Recommend system and process efficiencies and schedule regular individual and team training.
Evaluate strengths and weaknesses to identify training needs.
Train and onboard new MLCs on internal and third-party systems.
Assist with creating and maintaining department procedures and workflows.
Help evaluate loan issues, analyze root causes, and derive solutions for loans in process.
Assist the VP Mortgage Sales & Product in coordinating monthly sales meetings, staff travel, and mortgage events.
Support and participate in continuous improvement activities and complete special projects assigned by the Team Leader or Head of CML Production Department.
Maintain the confidentiality of member and other sensitive information.
Perform other related duties as assigned.