Regional Home Loan Consultant
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About The Position
Patelco Credit Union is seeking to hire a Regional Home Loan Consultant. In this role, the consultant will be responsible for originating home loans and lines of credit through direct contacts with members or by other referral sources. The position requires meeting with members to discuss loan programs and recommending appropriate products to meet their needs. The consultant will also develop referral sources through assigned branches, local realtors, and the community, and must meet with assigned branches weekly. Additionally, the consultant will be responsible for obtaining and submitting complete loan applications with the required supporting documentation, notifying borrowers of declines, and referring them to alternative solutions. Meeting minimum production goals and disclosure requirements for all real estate loans is essential, as well as maintaining accurate status in origination systems for all assigned loans. The consultant will represent Patelco Credit Union at functions as directed, recognize cross-sell opportunities, and ensure the safety and security of members' personal information according to Patelco's Security Policy. Compliance with all applicable federal and state laws and banking regulations is also required.
