Mortgage Loan Assistant II

Elevations Credit Union • Broomfield, CO

2d • Hybrid

About The Position

The Mortgage Loan Assistant II supports Mortgage Loan Officers by managing the smooth, timely, and compliant progression of mortgage loans from application through closing. The role coordinates communication among members, realtors, processors, underwriters, and other professionals while providing project management, analytical, marketing, and administrative support. It also assists with taking application information and providing phone or email coverage when the Loan Officer is unavailable, with guidance from an LOA Supervisor or designated Loan Officer.

The position operates in an office setting and routinely uses standard office equipment. A personal smartphone is required for multi-factor authentication. Employees who can perform their essential functions away from an Elevations location may work in a hybrid arrangement, with the expectation of being onsite at least 50% of the time over a two-week pay period. This is a full-time position of 40 hours per week. Compensation is likely to be $21.44–$26.78 per hour, plus a monthly incentive; actual compensation may vary based on relevant factors and is finalized at the time of offer.

Requirements

• At least two years of mortgage experience.
• Knowledge of Fannie Mae and Freddie Mac guidelines, mortgage regulations, and TRID compliance.
• Familiarity with mortgage loan programs, structure, options, and pricing.
• Courtesy, tact, discretion, and diplomacy in interpersonal interactions.
• Ability to foster positive work relationships with people inside and outside the organization.
• A personal smartphone is required for multi-factor authentication.
• Ability to meet the stated physical requirements: sitting frequently, walking occasionally, using hands frequently, hearing constantly, talking frequently, and exerting up to 10 pounds of force occasionally to lift, carry, push, pull, or move objects.

Nice To Haves

• Mortgage sales experience.

Responsibilities

• Manage the mortgage loan process from application to funding as a project manager, with minimal supervision.
• Communicate collaboratively and professionally with members, loan officers, fellow LOAs, processors, underwriters, closers, title agents, and real estate professionals.
• Schedule and attend pipeline meetings for loans in process.
• Prepare and submit appraisal reconsiderations, rapid rescore requests, and loan committee reviews with guidance from a Loan Officer or LOA Supervisor.
• Manage critical dates for each mortgage loan, including TRID compliance dates, purchase contract dates, loan availability dates, appraisal consideration dates, and lock expiration dates.
• Alert the team when deadlines are approaching, anticipate challenges, and assist in meeting deadlines.
• Prepare and implement marketing ideas and provide support to expand Loan Officer referral partners and book of business.
• Take application information and provide phone or email coverage when the Loan Officer is unavailable, with guidance from an LOA Supervisor or designated Loan Officer.

Benefits

• Four weeks of paid time off for full-time employees
• Work anniversary paid time off
• Paid volunteer time off
• 12 paid holidays
• Medical, dental, and vision plans with employer contributions to a Health Savings Account
• Up to a 4% match on 401(k) contributions
• Up to twelve weeks of fully paid parental leave
• Employee Assistance Program
• LinkedIn Learning
• Career and leadership development programs
• Job shadowing
• Mentor program
• Tuition reimbursement up to $5,250 per year
• Monthly incentive

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed