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    Home Loans Sales Assistant - San Antonio, United States - Credit Human

    Credit Human
    Credit Human San Antonio, United States

    1 day ago

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    Description

    ** Home Loans Sales Assistant**

    **Job Category****:** Lending **Requisition Number****:** HOMEL003567 Showing 1 location **Job Details**

    **Description**

    **We are seeking a Home Loans Sales Assistant for the Home Loan Processing Department.**

    The Home Loans Sales Assistant will be responsible for establishing an exceptional member experience through their knowledge of our home loan products and other offerings as well as basic underwriting expectations and items that may be required for loan approval. As part of their duties the Home Loans Sales Assistants will also be responsible for providing pre-qualification letters to members or potential borrowers who are shopping for a new home. They will manage these leads until the member has given us a complete application at which time it would be referred to the Home Loan Originators. The role is expected to demonstrate strong interpersonal and communication skills and develop solid inter-departmental relationships. The Home Loans Sales Assistants should also identify key stakeholders and develop strong and productive cross-functional relationships throughout the Credit Union. The Home Loans Sales Assistants should have a solid mortgage origination background and is expected to exhibit the ability to solve problems as they develop. The role requires understanding and continued education of all internal and external policies and procedures, federal and state laws, and insurer requirements. The role requires competence and continued education of technical systems used to perform the duties of the position.

    If you have 2 years of residential loan experience, you should apply right away

    **Highlights:**

    Serve as stakeholders initial contact and provide exceptional member experience by using active listening skills and needs assessment

    Exhibit solid customer service skills by responding to and resolving issues efficiently

    Provide thorough and complete communication on each transaction and to all stakeholders

    Maintain pipeline of leads and pre-approvals by providing regular follow up with members and potential borrowers until enough data is gathered for a complete application

    Develop and sustain trusting relationships with stakeholders

    Perform audits to verify compliance by ensuring accuracy, completeness and compliance with internal and external regulation and guidelines

    **Experience:**

    Required

    1 year of experience in sales and/or processing (residential loan lending)

    1 year of experience in Sales Assistant role

    General knowledge of mortgages

    Preferred

    Working knowledge of Encompass

    **Education:**

    Required

    High School diploma or equivalent

    Preferred

    College degree

    **Skills & Knowledge:**

    Required

    Professional in appearance and conduct

    Time management skills and reliability - arrives on time to work and meetings, complete tasks, and assignments within the required timeframe with the ability to plan, prioritize and self- manage

    Problem solving through independence and creativeness

    Sense of urgency and ownership

    Provide exceptional service to key stakeholders; be customer service oriented and member centric

    Detail oriented and organized

    Team player and works well with others, contribute to a positive team work environment and high morale

    Proficient in Microsoft Office Suite (Excel, Word, Access, PowerPoint, Outlook)

    Demonstrate and practice active listening skills

    Excellent verbal and written communication skills

    Supportive of Credit Human and management

    Be an advocate, by sharing ideas and providing suggestions for process improvement or improved member experience. Also recommend changes to support organizational effectiveness

    Develop and sustain trusting relationships with stakeholders

    Maintain knowledge and comply with regulations, policies, procedures, practices and guidelines

    Maintain manuals, training materials and tools that support regulatory knowledge and awareness

    Giving best advice and keeping the Home Loans Management informed on divisional matters, trends and risks

    Meet defined deadlines and performance measures

    Adding new skills and capabilities relevant to both his/her personal growth needs and the organizations future needed capabilities

    Collaborate with department members to achieve defined goals and quality standards

    Collaborate and participate in department and cross divisional team meetings and feedback sessions to promote continuous learning and development

    Preferred

    Bilingual

    **Schedule:** Monday-Friday, 8:30am-5:30pm

    **Level of Work:** 1C

    **Credit Human provides employees with many benefits from insurance coverage to college tuition reimbursement.**

    **To get to know Credit Human and learn more about our benefits, visit our careers page at** .

    Credit Human conducts employment background checks that may be used for decisions related to employment with Credit Human. Standard background checks performed on final candidates include NCUA Administrative and Prohibited Orders, ChexSystems, past employment verification, criminal history check on convictions and outstanding arrest warrants within the past seven years. Degree verifications are conducted if listed on the employment application. Additional background checks relevant to the role may include a motor vehicle registration check, credit check, and/or fingerprint card. Applicants must be currently authorized to work in the United States on a full-time basis.

    **Qualifications**

    **Skills**

    **Behaviors**

    **:**

    **Motivations**

    **:**

    **Education**

    **Experience**

    **Licenses & Certifications**

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractors legal duty to furnish information. 41 CFR c)

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