Mortgage Loan Coordinator to Loan Originator

Leaders Credit Union•Jackson, TN

About The Position

This position is designed for someone who wants to build a long-term career in mortgage lending. The successful candidate begins as a Mortgage Loan Coordinator, learning the mortgage process, supporting experienced Mortgage Loan Officers, working directly with members, and developing a strong understanding of mortgage products and lending requirements. Over an approximately two-year development period, the candidate will build the knowledge, experience, and skills needed to transition into a Mortgage Loan Officer role. Progression depends on demonstrated performance, completion of required training and licensing or registration requirements, business needs, and readiness for the role. As a Mortgage Loan Officer, the employee will develop a mortgage business pipeline, build referral relationships, and help members navigate mortgage decisions.

Requirements

Excellent written and verbal communication skills.
Strong organizational skills and ability to manage multiple priorities and deadlines.
Comfort communicating extensively by phone, email, and in person.
Enjoys building relationships and working with people.
Self-motivated and driven, and comfortable receiving ongoing coaching and feedback.
Strong attention to detail while also seeing the bigger picture.
Interest in eventually moving into a relationship-building and business-development role.
Willingness to complete the training, development, and applicable licensing or registration requirements necessary to become a Mortgage Loan Officer.
Desire to build a long-term career in mortgage lending and motivation by member service and professional growth.

Responsibilities

Support Mortgage Loan Officers throughout the mortgage process.
Gather and review documentation needed to move mortgage applications forward.
Communicate with members regarding loan status, documentation needs, and next steps.
Coordinate with internal departments and external partners, including real estate agents and closing attorneys.
Learn the credit union’s mortgage products, lending processes, documentation requirements, and service expectations.
Provide members with professional, timely communication and an exceptional service experience.
Develop organizational, follow-up, and relationship-management skills.
Build understanding of mortgage products and lending guidelines and learn to discuss mortgage options with prospective borrowers.
Identify member needs and recommend appropriate mortgage solutions as skills develop.
Develop relationships with members, real estate professionals, and other referral partners.
Learn to manage a mortgage pipeline from initial conversation through closing.
Participate in ongoing coaching, training, and feedback from mortgage leadership.
Complete the training, development, and applicable licensing or registration requirements necessary to become a Mortgage Loan Officer.
After transitioning to Mortgage Loan Officer, develop a mortgage business pipeline, build referral relationships, and help members navigate mortgage decisions.