- Develop and maintain knowledge of loan products, policies, procedures and underwriting requirements.
- Collect and analyze customers financial and credit information to determine mortgage financing options.
- Completes a quality loan application using Encompass, securing a locked interest rate as quoted to the client, ensuring the borrower qualifies for the loan program, collecting all supporting documentation, and handling any problems that arise during processing that may jeopardize the loan approval.
- Deliver an extraordinary client experience by listening first and staying in complete and honest communication with clients both verbally and through written or electronic means.
- Review active loan files each day to determine if any documents are missing or what can be done to help the process move along.
- Develop and grow successful relationships with business referral sources and generate leads to gain new clients.
- Maintain NMLS registration and eligibility.
- Adheres to the minimum required production standards as communicated by mortgage management.
- Follow industry news and information, be involved in the community and represent the bank in a professional manner.
- Attend company sales meetings, trainings and bank sponsored events.
- Maintain confidentiality and discretion over sensitive information.
- Comply with and follow all applicable policies and procedures as well as governing laws and regulations. This includes but is not limited to: performing all assigned duties under the WVBK compliance programs and related laws and regulations. Successfully completing all mandatory compliance training as assigned in a timely manner.
- Knowledge of principles and methods for showing, promoting, and selling products or services including marketing strategy, sales techniques, and lead generation skills.
- Strong knowledge of mortgage industry policies and procedures.
- Strong organizational and time management skills.
- Ability to pay close attention to detail.
- Ability to build and maintain positive and effective relationships with others.
- Aptitude for self-development and learning.
- Ability to analyze and comprehend financial data and to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
- Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
- Ability to define problems, collect data, establish facts, and draw valid conclusions.
- Intermediate computer skills including: word processing, spreadsheet programs, mortgage systems software, internet and database management programs.
- Ability to gather data from multiple sources, test assumptions, evaluate alternatives and make recommendations.
- Ability to adapt well to change with the willingness to maintain a flexible schedule.
- Ability to work within a structure, take direction and be a strong team player.
- Ability to read, analyze, and interpret general business information and government regulations.
- Ability to communicate clearly and effectively verbally and in writing.
- 2 Years of experience working in finance, banking or mortgage lending
- Associates Degree in business or related field or equivalent combination of education and experience
-
Commercial Loan Officer
Found in: ZipRecruiter Test10S US C2 - 1 day ago
Summit Bank Bend, United StatesJob Description · Job DescriptionTITLE: Business Client Advisor · REPORTSTO : Central Oregon Market President · FLSA: Exempt · CATEGORY: Full Time · SHIFT: Monday – Friday 8:30am – 5:30pm · SUMMARY · The Business Client Advisor reports to the Central Oregon Leadership and is r ...
-
Commercial Loan Officer
Found in: Lensa US 4 C2 - 5 days ago
Summit Bank Sunriver, United StatesJob Description · Job Description · TITLE : Business Client Advisor · REPORTS · TO : Central Oregon Market President · FLSA : Exempt · CATEGORY : Full Time · SHIFT : Monday – Friday 8:30am – 5:30pm · SUMMARY · The Business Client Advisor reports to the Central Oregon Leadersh ...
-
Branch Leader
Found in: Lensa US 4 C2 - 5 days ago
Willamette Valley Bank Bend, United StatesJob Details · Job Location · Bend HLC - Bend, OR · Description · Position Summary: The Business Leader oversees the sales activities of branch(es) within their designated area. · Key Responsibilities and Accountabilities: Recruit and hire top talent in the Mortgage Industry t ...
-
Transaction Coordinator
Found in: Lensa US 4 C2 - 5 days ago
Guild Bend, United StatesGuild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of profe ...
-
Federal Work-Study Library Student Assistant Student Position Only
Found in: Lensa US 4 C2 - 5 days ago
COCC Bend, United StatesFederal Work-Study Library Student Assistant *Student Position Only* · Below you will find details for the position including any supplementary documentation and questions you should review before applying for this opening. To apply for this position, please click the Apply for t ...
-
Federal Work-Study Library Student Assistant Student Position Only
Found in: Lensa US 4 C2 - 1 day ago
COCC Bend, United StatesFederal Work-Study Library Student Assistant *Student Position Only* · Below you will find details for the position including any supplementary documentation and questions you should review before applying for this opening. To apply for this position, please click the Apply for ...
-
Sr. Small Business Banking Relationship Manager
Found in: Lensa US 4 C2 - 6 days ago
The Washington Trust Bank Bend, United States"Washington Trust Bank is a place where laughing and enjoying work are part of our DNA. Working hard to make sure we take care of the customer and the bank. The culture is about doing the right thing It makes it easy to come to work every day and give 100%." - Dominic DeCaro, Dir ...
-
Residential Assistant Administrator
Found in: Jooble US O L C2 - 22 hours ago
ColumbiaCare Services, Inc. North Bend, OR, United StatesAPPLY TODAY AND MAKE A DIFFERENCE IN THE MENTAL HEALTH FIELD · What We Offer · Enjoy our many benefits and incentives including: * Affordable Medical/Dental/Vision plans · * Flexible Spending Account · * Generous Paid Time Off · * Whole Health & Wellness Reimbursement Program ...
-
Mental Health Residential Assistant Administrator
Found in: Jooble US O L C2 - 3 days ago
ColumbiaCare Services North Bend, OR, United StatesAPPLY TODAY AND MAKE A DIFFERENCE IN THE MENTAL HEALTH FIELD · What We Offer · Enjoy our many benefits and incentives including: * Affordable Medical/Dental/Vision plans · * Flexible Spending Account · * Generous Paid Time Off · * Whole Health & Wellness Reimbursement Program ...
-
Lead Library Assistant
Found in: Lensa US 4 C2 - 1 day ago
COCC Bend, United States Part timeLead Library Assistant - Circulation (Part Time, Temporary Hourly, Non-Benefited) Below you will find details for the position including any supplementary documentation and questions you should review before applying for this opening. To apply for this position, please click the ...
-
Lead Library Assistant
Found in: Lensa US 4 C2 - 5 days ago
COCC Bend, United States Part timeLead Library Assistant - Circulation (Part Time, Temporary Hourly, Non-Benefited) · Below you will find details for the position including any supplementary documentation and questions you should review before applying for this opening. To apply for this position, please click th ...
-
Mental Health Residential Assistant Administrator
Found in: Jooble US O L C2 - 3 days ago
ColumbiaCare Services North Bend, OR, United States Full timeAPPLY TODAY AND MAKE A DIFFERENCE IN THE MENTAL HEALTH FIELD · Affordable Medical/Dental/Vision plans · ~ Flexible Spending Account · ~ Whole Health & Wellness Reimbursement Program · ~ Professional development and training opportunities · ~100% Vested Retirement Plan w/ up t ...
-
Supply Coordinator
Found in: ZipRecruiter Test10S US C2 - 2 days ago
Partners In Care Bend, United StatesJob Description · Job DescriptionPartners In Care is seeking a Supply Coordinator responsible for the organization's cost-effective management of medical supplies and equipment. The role involves collaboration with an interdisciplinary team to enhance the lives of our patients. ...
-
Caregiver
Found in: ZipRecruiter Test10S US C2 - 1 day ago
Partners In Care Bend, United StatesJob Description · Job DescriptionPartners In Care is seeking a Caregiver to make a difference in the lives of our patients and their families. The Caregiver is a valued team member who works alongside the Home Care Aide, Registered Nurse, or other licensed staff members to provid ...
-
Referral Services Administrative Specialist
Found in: ZipRecruiter Test10S US C2 - 4 days ago
Partners In Care Bend, United StatesJob Description · Job DescriptionPartners In Care is seeking a Referral Services Administrative Specialist who is responsible for supporting all aspects of the patient intake processes, including establishing and maintaining positive relationships with customers and referral sour ...
-
Production Manager
Found in: Lensa US 4 C2 - 5 days ago
Hilltop Holdings Sunriver, United StatesJob Description · Under the direction of the Branch Manager, directs the sales team within a specific branch office, to ensure quality loan production via market and loan representative development. Also markets and promotes PrimeLending products and services to its client base ...
-
Business Leader
Found in: Lensa US 4 C2 - 5 days ago
Willamette Valley Bank Sunriver, United StatesJob Details · Job Location · Bend HLC - Bend, OR · Description · Position Summary: · The Business Leader oversees the sales activities of branch(es) within their designated area. · Key Responsibilities and Accountabilities: · Recruit and hire top talent in the Mortgage Indus ...
-
Mortgage Branch Manager
Found in: Lensa US 4 C2 - 6 days ago
Finance of America Redmond, United States** Mortgage Branch Manager - Producing** · **Job Category****:** Sales **Requisition Number****:** MORTG003476 Showing 1 location **Job Details** · **Description** · Responsible for the sales activities and success of the branch location. Mentors and monitors the sales staff i ...
-
Sr. Small Business Banking Relationship Manager
Found in: Lensa US 4 C2 - 5 days ago
Washington Trust Bank Sunriver, United States"Washington Trust Bank is a place where laughing and enjoying work are part of our DNA. Working hard to make sure we take care of the customer and the bank. The culture is about doing the right thing It makes it easy to come to work every day and give 100%." - Dominic DeCaro, Dir ...
-
Sr. Small Business Banking Relationship Manager
Found in: Lensa US 4 C2 - 3 days ago
Washington Trust Bank Sunriver, United States· "Washington Trust Bank is a place where laughing and enjoying work are part of our DNA. · Working hard to make sure we take care of the customer and the bank. · The culture is about doing the right thing · It makes it easy to come to work every day and give 100%." - Dominic ...
Mortgage Loan Officer - Bend, United States - Willamette Valley Bank
Description
Job DetailsJob Location
Bend HLC - Bend, OR
Description
Position Summary: The Loan Officer is responsible for discussing clients needs, recommending the best loan products, helping customers put together a complete loan package and working with the underwriting team throughout the loan process.
Key Responsibilities and Accountabilities:
Lifting equipment or files of 1-10 pounds on a regular basis, lifting equipment or boxes of 10-25 pounds on an occasion. Sits or stands for long periods of time working at a computer and typing. Uses hands to handle controls or feel objects, tools or controls. Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
Working Conditions: Works in a customer facing position in an office environment with minimal workplace hazards and low to moderate levels of noise. May deal with customers or visitors to the workplace who may be upset or pose challenges. Works during the day and during the week, some positions may require working on weekends. Occasional travel to other work sites, conferences, training or meetings may be required.
A Mortgage Loan Consultant with Willamette Valley Bank must be highly ethical and have respect for our clients and our brand. Continually and proactively identifies, develops and maintains a quality network of business relationships that serves as a recurring of referrals for new mortgage lending opportunities. Mortgage Loan Consultants ensures exceptional customer service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements.