Senior Associate Mortgage Loan Officer Assistant

Alliant Credit Union•Chicago, IL

3d•$38,100 - $53,900•Hybrid

About The Position

The Senior Associate Mortgage Loan Officer Assistant supports the lending team and borrowers throughout the loan application process. The role serves as a primary point of contact for borrowers and other parties involved in an application, helps assess customers’ credit and financial situations to identify suitable loan products under a loan officer’s guidance and review, and supports application preparation, documentation collection, transaction tracking, and customer follow-up. The position also manages an assigned loan database and helps ensure transactions comply with applicable policies, laws, and regulations. The listed duties are not exhaustive and may change at any time with or without notice. The position requires integrity and ethical conduct when interacting with credit union members and handling their accounts, compliance with Privacy Act directives, and adherence to the Bank Secrecy Act and applicable state and federal laws, company procedures, and policies.

Requirements

High school certificate or equivalent.
At least 3 years of experience in mortgage, mortgage lending, or a related field.

Nice To Haves

Nationwide Mortgage Licensing System (NMLS) preferred.

Responsibilities

Act as a primary point of contact for borrowers on behalf of the lending team and for parties involved in a loan application.
Assist with setting appointments for prospective and new applicants.
Analyze customers’ credit and financial situations and determine appropriate loan products under the guidance and review of the loan officer.
Run credit checks on assigned loans.
Pull and prepare web applications and perform related duties, including updating credit reports and AUS findings.
Support collection and preparation of loan applications and supporting documentation for submission.
Monitor key dates related to loan transactions and respond accordingly.
Maintain contact with customers and referral partners to follow up on loan applications, answer basic customer inquiries, and provide quality customer service.
Manage an assigned database, track active loans, and enter data.
Adhere to and ensure compliance of business transactions with Bank Secrecy Act policies and processes, applicable state and federal laws, and company procedures and policies.
Maintain integrity and ethics in actions and conversations involving credit union members and their accounts, and comply with Privacy Act directives.