Job Description

We embrace passionate Team Members who consistently display our values: United, Informative, Approachable, Caring and Transparent. We are united in our collective effort to achieve member goals and proactively provide solutions tailored to individual Member needs. We are committed to ensuring that each Member receives a positive service experience and trusted financial advice. Join the Nuvision Team today! Let us be part of your career journey!

Under limited supervision, the Mortgage Analyst and Trainer provides a wide range of duties related to the day-to-day sales functions of MLC’s and department support including but not limited to administrative, clerical, sales, reporting and training support to the department as needed. Acts as the main facilitator for communications between the MLCs, internal departments and vendors. Generates reports, provides analysis of data and findings regarding all loan activities to Mortgage leadership. Primary system administrator related Mortgage Origination for CRM and Encompass. Reviews system and process workflows to identify and recommend efficiencies.

Responsibilities

• Provides a full complement of support and related resources, including assisting in collecting outstanding conditions, setup on urgent files, creating, maintaining and distribution of various reports and supporting new business development efforts of MLCs (e.g., attending, scheduling and organizing events).
• Analysis and reporting of department production results. Provides daily and monthly reporting on all loan activities to Mortgage Director/VP management.
• Responsible for training and evaluating processes for internal CRM system. Including maintaining CRM data, reporting and assisting with assigning daily leads. Makes recommendation related to system and process efficiencies. Scheduling individual and team training on a regular basis. Evaluating strengths and weaknesses to identify training needs.
• Training and assisting with support of MLCs. Responsible for training and onboarding new MLCs. Training includes all internal and third-party systems. Assists with creating and maintaining department procedures and work flows.
• Assist in evaluating issues, analyze root causes and derive solutions on loans in process.
• Assist VP Mortgage Sales & Product in coordinating monthly sales meetings, staff travel and mortgage events. Supports and participates in continuous improvement activities. Special projects assigned by Team Leader or Head of CML Production Department
• Maintains member and other sensitive information with confidentiality.
• Other related duties as assigned

Qualifications

• 3 years’ experience providing mortgage sales support to include experience supporting multiple loan officers and working in a financial institution.
• Solid grammar and spelling
• Business writing style
• Filing systems
• Good knowledge of financial institutions and strong understanding of mortgage lending products and procedures.
• Solid knowledge of mortgage guidelines
• Excellent written and verbal communication as well as interpersonal skills
• Ability to generate reports and analyze, evaluate and interpret data to identify risks, issues and trends and provide sound recommendations
• Demonstrated ability to act professional when communicating with other staff, credit union members, and vendors by telephone or by written communication
• Effectively builds relationships with team members, members and external partners to support business development efforts
• Demonstrated ability to follow written and verbal instructions and work under limited supervision
• Proficiency with PC and Microsoft applications (Outlook, Word and Excel)
• NMLS registration

Preferred Qualifications

• 3+ years related experience working with mortgage loan consultants and real estate agents. 5+ years processing experience
• Adobe Acrobat
• SharePoint
• Prime Alliance
• Encompass

Education

• High school diploma or GED and some college coursework

Website: nuvisionfederal.com/careers

Pay scale by applicable geographic work location:

• Alaska: Min $30.11 - Mid $37.64 - Max $45.17
• Arizona: Min $26.55 - Mid $33.18 - Max $39.82
• Florida: Min $26.05 - Mid $32.57 - Max $39.08
• Nevada: Min $27.16 - Mid $33.95 - Max $40.74
• Texas: Min $26.05 - Mid $32.57 - Max $39.08
• Wyoming: Min $26.67 - Mid $33.34 - Max $40.01

The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors.

Benefits

• Medical
• Dental
• Vision
• Life Insurance
• Flexible Spending Account
• 401(k) Matching
• Paid Time Off
• Training Provided
• Tuition Reimbursement

Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future.

Nuvision Credit Union is proud to be an Equal Opportunity Employer. At Nuvision Credit Union, we provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Nuvision Credit Union is committed to providing equal employment opportunities to all individuals, including those with disabilities. If you require a reasonable accommodation to complete the application or interview process, please contact our recruiting team at Recruiting@nuvisioncu.org. We will work with you to meet your needs in accordance with applicable laws.