About this opportunity
Truity Credit Union lists this Mortgage Development Officer - Tulsa opportunity in bartlesville, Oklahoma. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job TitleThis position assists Credit Union members with mortgage loan products and proactively solicits mortgage business from realtors, relocation specialists, key community partners and members.Job SummaryThis role is expected to accept and adopt High Tech, High Touch practices using artificial intelligence and other digital tools to simplify outdated, low-value work so technology handles the routine, freeing us to stay present for what only a person can do: building relationships, solving complex problems, and responding with genuine care.Essential FunctionsMay include any and/or all of the following:Actively listen and respond to member inquiries, suggestions, requests, and concerns.Recommend mortgage loan products to members and take applications.Proactively elevate mortgage business volume in the market by building rapport with key community leaders and real estate professionals; by employing systems for follow-up and process management; and by serving members in a manner that prompts them to promote and repeat business.Aggressively increase the volume by building rapport with key corporate and real estate professionals; by employing systems for follow-up and process management; and by serving members in a manner that prompts them to promote and repeat business.Successfully register with NMLS annually.Successfully complete all applicable compliance training and testing.Work with VP, Mortgage Sales & Development and Assistant Manager, Sales and Development to identify trends, product enhancements and process improvements in order to capture a greater share of the business.Work with departmental personnel to ensure mortgage applications generated through business development activities are processed and closed effectively.Perform other duties and responsibilities as assigned.Knowledge, Skills, Abilities and Personal CharacteristicsKnowledge of:Mortgage Lending functions including policies, practices, and standardsModern office equipmentCredit Union operations, procedures, products, services, philosophies, practices, and systemsTechnology and various software programsAbility to:Read and interpret a variety of instructions furnished in written, oral, diagram, and schedule formOrganize and prioritize in order to meet deadlinesWrite reports and correspondence and to speak effectively before members and employees.Solve practical problems and deal with variables in situationsSelf direct with the initiative and drive necessary to activate a project from conception through completionSolicit business that results in increased volumesSkill in:Interpersonal and human relationsMaking effective and timely decisionsTyping and personal computerQualificationsPursue opportunities for professional growth and development through training, education and self-studySuccessfully complete all applicable compliance training and testingExperience with Federal Housing Authority FHA, Veterans Affairs VA, and Freddie Mac, construction loans, bridge loans and reverse mortgage loansIncumbents are required to maintain their registration active, and current, with the National Mortgage Licensing System throughout their employmentRequirementsRegular attendance and timeliness are essential functions of this position. While performing this job, the employee is regularly required to sit or stand for a significant period of time and perform functions that require manual dexterity. The employee must occasionally reach above or below normal body position, stoop or bend, and carry, lift or move objects weighing up to 25 pounds. A normal range of hearing, vision, and speech are required to effectively work with co-employees and members.Regulatory Compliance & ConfidentialityFollows regulatory and policy compliance requirements, which include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, Identity Theft Red Flags and other compliance related Policies. This position also requires maintaining confidentiality with regard to non-public information about our members and the Credit Union.This position requires registration on an annual basis with the NMLS registry.This job description should not be interpreted as all inclusive. It is intended to identify the duties, responsibilities and requirements of this job. Incumbents may be requested to perform job-related responsibilities and tasks other than those stated in this description. Any physical demand of essential function or requirement of this position will be evaluated as necessary should an incumbent/applicant be unable to perform the function or requirement due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the incumbent/applicant when possible.EEO:Equal Opportunity Employer/Veterans/DisabledEqual opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact or for assistance. You may also contact us at that same number and email, if you would like to see a copy of our Affirmative Action Plan.
Worksite address
bartlesville, OK, 74003, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.