iQ Credit Union

SW Washington


Pam Travnick
(360) 992-4254
(360) 759-3009


Job Description:

Essential Duties:

Develop and maintain successful relationships with business referral sources, existing and prospective, through marketing, cold-calling, and networking activities. Respond to member inquiries and referrals that are generated from both MLO contacts and iQ Credit Union business channels.

Partner with assigned branch staff, Member Service Officers, and Member Service Representatives to generate referrals and new mortgage business.

Utilize iQ Credit Union training materials, reference tools, and other resources to provide accurate and up-to-date loan program/policy information to both external customers and internal business partners.

Maintain thorough knowledge of lending programs, policies, procedures and regulatory requirements. Demonstrate a commitment to professional ethics, complying with all Federal and State compliance policies and adhering to HMDA requirements. Perform all job functions in accordance with iQ Credit Union policies and procedures.

Oversee loan process from origination to close.

Work with Mortgage team to ensure that loan documents are properly submitted on a timely basis and loan conditions are met.

Provide members with regular updates on their mortgage application regarding loan status. Provide on-going communication to business partners.

Achieve production goals as established by iQ Credit Union. Ensure successful completion of all assigned Mortgage Loan Officer training activities.

Education/Experience Required:

(1) A two year college degree or (2) Completion of a specialized course of study at a business or trade school or (3) Completion of a specialized and extensive in-house training or apprenticeship program.

Additional Comments:


One to three years of similar or related experience.

Minimum of one year of residential mortgage lending experience with a focus on generating self-sourced business.

Please submit your resume and complete application online at: