WSECU

General

• Originating mortgage loans by promoting and delivering WSECU’s mortgage and home equity products to members and prospective members within assigned branches
• Building strong relationships with branch staff and partners to support member needs and driving internal referrals
• Pricing, structuring, and disclosing loans accurately and in compliance with regulatory requirements
• Meeting or exceeding individual production and service goals
• Delivering an exceptional member experience by communicating proactively, managing expectations, and ensuring timely, high-quality loan closings
• Managing a pipeline of loans, including submitting complete and accurate loan packages and maintaining consistent follow-through
• Maintaining NMLS licensing and staying current on products, systems, and mortgage industry trends and competition
• Participating in required meetings, trainings, and Community Homeownership initiatives
• Supporting branch and team operations by participating in huddles, educating staff, covering queues as needed, and maintaining regular branch presence
• Contributing to continuous improvement by identifying opportunities to enhance processes, tools, and member experience

Loan Officer, Internal

• Originate mortgage loans, ensuring accurate pricing, structuring, and timely, compliant disclosures
• Achieve or exceed production goals by actively marketing WSECU mortgage products, developing an individual marketing plan, and participating in campaigns and advertising
• Deliver a high-quality member experience by upholding WSECU’s Brand Promise and collaborating with internal partners to enhance the end-to-end mortgage process
• Manage the full loan lifecycle, including maintaining an active pipeline, submitting complete loan packages, and communicating proactively to ensure timely closings
• Maintain required licensing and professional expertise, including NMLS continuing education and staying current on products, pricing, systems, and industry trends
• Participate in team and organizational routines, including sales meetings, trainings, and business activities, while supporting team operations as needed
• Contribute to continuous improvement by identifying opportunities, monitoring market trends, and supporting process enhancements