Credit Union:

Region: Tacoma

Type: Staff

Contact: Rose Gallegos
Email: [email protected]
Phone: (253) 565-9895

Closing: 2/28/2020

Job Description:


Position Responsibilities

  • Develops mortgage loan business through member seminars and calls on realtors, contractors, and other potential sources.
  • Works within the community and outside credit union analyzing potential loan market to develop prospects for new loans.
  • Meet with and assist members by answering questions and responding to requests in a timely manner throughout the loan process.
  • Pre-qualify members for the identified mortgage program/product and match them with TAPCO mortgage products that best meet the member’s needs.
  • Serve as the primary contact for all parties involved on each loan from application to closing.
  • Set up loan application files with proper income documentation, credit reports, and property information
  • Generate and meet loan production volumes
  • Responsible for rate locks, issuance of disclosures, overage/underage, and fee waivers.
  • Serves as Credit Union advocate, representing TAPCO in a courteous and professional manner by conducting oneself appropriately at all times in manner, dress and actions. Maintains and projects the Credit Union’s professional reputation.
  • Assumes responsibility for other duties as required or assigned.
  • Competitive base salary, commission and full benefits.

Education/Experience Required:

Position Qualifications:

Minimum Qualifications:

  • High School diploma, or equivalent.
  • 3+ years’ experience with Mortgage Loan Originations, preferably in a financial institution setting
  • 3+ year’s recent sales and or business Development experience.
  • Must be able to secure NMLS Registration.
  • Knowledge of state/federal contract law and real estate lending regulations.
  • Excellent verbal communication skills with ability to persuade others.
  • Professional appearance, dress and attitude.
  • Flexibility is necessary as an employee’s job responsibilities may change at any time during employment.

Additional Comments:

Position Working Conditions

  • The work environment is an office setting.  
  • Movements frequently and regularly required using the wrists, hands and/or fingers.
  • Frequently required to sit and stand for longer periods of time.
  • Works under tight time constraints.