Mortgage Development Officer - Tulsa

Truity Credit Union•Bartlesville, OK

15h

About The Position

The Mortgage Development Officer assists Credit Union members with mortgage loan products and proactively solicits mortgage business from realtors, relocation specialists, key community partners, and members. The position adopts High Tech, High Touch practices, using artificial intelligence and other digital tools to simplify routine work and support relationship-building, problem-solving, and responsive member service. The role works with mortgage leadership and departmental personnel to identify opportunities and ensure applications generated through business development are processed and closed effectively. The position requires active, current registration with the National Mortgage Licensing System (NMLS), including annual registration, and compliance with applicable training, testing, regulatory requirements, and confidentiality obligations.

Requirements

Experience with Federal Housing Authority (FHA), Veterans Affairs (VA), and Freddie Mac lending, construction loans, bridge loans, and reverse mortgage loans, or equivalent education and experience.
Maintain active and current registration with the National Mortgage Licensing System throughout employment, with annual registration.
Complete applicable compliance training and testing.
Knowledge of mortgage lending functions, including policies, practices, and standards.
Knowledge of modern office equipment, Credit Union operations, procedures, products, services, philosophies, practices, systems, technology, and software programs.
Ability to read and interpret written, oral, diagrammatic, and schedule-form instructions; organize and prioritize work to meet deadlines; write reports and correspondence; speak effectively before members and employees; solve practical problems; self-direct projects from conception through completion; and solicit business that increases volume.
Interpersonal and human-relations skills; effective and timely decision-making; typing and personal-computer skills.
Regular attendance and timeliness.
Ability to sit or stand for significant periods and perform work requiring manual dexterity; occasionally reach above or below normal body position, stoop or bend, and carry, lift, or move objects weighing up to 25 pounds.
Normal hearing, vision, and speech to work effectively with coworkers and members.

Nice To Haves

Professional growth and development through training, education, and self-study.

Responsibilities

Listen and respond to member inquiries, suggestions, requests, and concerns.
Recommend mortgage loan products to members and take applications.
Increase mortgage business volume by building relationships with community leaders, real estate professionals, corporate professionals, relocation specialists, and members; using follow-up and process-management systems; and providing service that encourages repeat and referred business.
Maintain active NMLS registration and complete annual registration.
Complete applicable compliance training and testing.
Work with the VP, Mortgage Sales & Development and Assistant Manager, Sales and Development to identify trends, product enhancements, and process improvements.
Coordinate with departmental personnel to ensure mortgage applications generated through business development activities are processed and closed effectively.
Perform other duties and responsibilities as assigned.
Follow regulatory and policy requirements, including BSA, OFAC, AML, identity-theft red flags, and other compliance policies.
Maintain confidentiality regarding non-public information about members and the Credit Union.