Mortgage Loan Officer Assistant Manager

4 days ago


Boulder, Colorado, United States Elevations Credit Union Full time
About the Role

Elevations Credit Union is seeking a highly skilled and experienced Mortgage Loan Officer Assistant Manager to join our team. As a key member of our mortgage department, you will play a critical role in supporting the success of our loan officers and ensuring the smooth operation of our mortgage lending processes.

Key Responsibilities
  • Leadership and Coaching
    • Continually assess loan officer performance and provide coaching and individual training as needed
    • Conduct monthly one-on-one performance and goal review meetings with each loan officer
  • Process Expertise
    • Act as primary resource for questions about system issues, TRID compliance, Fannie/Freddie guidelines, running LP/DU, etc.
    • Ensure coverage for loan officers taking PTO and serve as backup loan officer as needed
  • Communication and Collaboration
    • Convene monthly meetings to discuss best practices, announce upcoming changes, and address challenges
    • Act as liaison between loan officers and other members of the mortgage department (loan officers, processors, underwriters, etc.)
  • Training and Development
    • Present frequent group trainings to maintain up-to-date knowledge of regulatory and guideline requirements
    • Act as an advocate for the loan officer team
  • Administrative Tasks
    • Review and approve timesheets and PTO requests
    • Monitor daily reports to ensure compliance with TRID deadline requirements and fulfillment of Mortgage Department service-level agreements
    • Provide input on employee performance reviews through monthly one-on-ones and provide input when required for disciplinary action
Requirements
  • 6+ years of mortgage experience with expertise in lending compliance, guidelines, and processes
  • 2+ years of formal or informal coaching and leadership experience in mortgage, including evaluation, training, mentoring, motivation
  • Effective written and verbal communication
  • Experience seeking out opportunities for improvement (OFIs) and determining/communicating appropriate process changes
  • Proven tenacity to do whatever is needed to research and/or resolve questions, issues, and conflicts
About Elevations Credit Union

Elevations Credit Union is a member-owned, not-for-profit financial cooperative dedicated to providing exceptional financial services and support to our members. We are committed to making a positive impact in our community and strive to create a work environment that is inclusive, supportive, and empowering.



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