Lead Mortgage Consultant

2 weeks ago


Glendale, Arizona, United States SunWest Federal Credit Union Full time
Job Overview

Position Title: Lead Mortgage Consultant

Department: Mortgage Services

Reports To: Mortgage Services Manager

Full-time Position

Non-Exempt Role

Position Summary: The Lead Mortgage Consultant is accountable for managing the documentation preparation process and ensuring the successful completion of mortgage transactions. Delivering exceptional service to members is of utmost importance.

Key Responsibilities:

  • Process loan applications and gather essential pre-funding documentation.
  • Facilitate loan closings with title companies or branches chosen by members.
  • Ensure all mortgage loans are secured appropriately, including the filing of deeds and maintaining homeowners' insurance.
  • Complete post-rescission funding activities and provide necessary documentation to members.
  • Work collaboratively with external partners to ensure adherence to mortgage regulations.
  • Comply with federal laws and organizational policies.
  • Undertake additional responsibilities as required.

Qualifications and Experience:

  • High school diploma or equivalent qualification.
  • A minimum of two years' experience in loan processing, ideally within the mortgage or real estate sector.
  • Possession of a valid driver's license.
  • NMLS Certification or eligibility is required.
  • Ability to obtain Notary Public status.
  • Proficient in MS Office applications including Word, Excel, and Outlook.
  • Capable of operating computer systems and office equipment effectively.
  • Strong record-keeping skills with a focus on accuracy and timeliness.

Physical Requirements:

  • Ability to perform job functions safely and effectively.
  • Maintain consistent attendance.
  • Capability to lift items up to 10 lbs and communicate effectively via telephone.
About Us

SunWest Federal Credit Union is dedicated to empowering individuals to achieve financial and personal success. Founded on the principles of service, our team reflects values of support, community engagement, and making a meaningful difference. Join us in our mission to positively influence the financial well-being of our members and the communities we serve.



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