When joining Elevations, you can expect to work for a company that:
Provides amazing experiences and creates raving fans.
Strives to provide solutions for a better life and promises employees it will be the best place they have ever worked.
Wins awards such as “Best Bank”, “Best Companies to Work for in Colorado” and even the “Malcolm Baldrige National Quality Award”, the only Presidential award for quality.
Has a highly-engaged workforce and emphasizes career growth, empowerment and servant leadership.
What’s in it for you:
Competitive pay, organization-wide incentive program, 401k matching, mortgage and auto discounts
4 weeks min. paid time off, work anniversary paid time off, 11 paid holidays, and 16hrs paid volunteer time off
Medical, dental, and vision health plans with FSA or HSA options
Onsite fitness center, Zumba and yoga classes, health fairs with biometrics screening and flu shots
Employee Assistance Program with a variety of services
Career development, trainings, career coaching, job shadowing, mentoring program, tuition reimbursement up to $5,000/year, and a recognition system
Culture of excellence and continuous improvement
We strive to be the best place you’ve ever worked!
The Mortgage Sales Support Specialist ensures the successful transition of new Loan Officers to Elevations Credit Union. This includes assistance with onboarding, transition and pipeline support for the initial 120 days, and ongoing resource support for the first year. This individual will champion the sales process within the mortgage sales team, while seeking improvements that impact the team's productivity, volume goals and overall performance.
Essential Functions include:
Support new Mortgage Loan Officers (first 120 days):
*Coordinate with Mortgage Sales Manager to manage transferred pipeline for new Mortgage Loan Officers
*Work with Mortgage Business Development Specialist to prepare and implement marketing ideas and support to maintain/expand loan officer referral partners and book of business
*Responsible for monitoring reports and maintaining TRID compliance in providing mortgage disclosures throughout the process
*Take ownership of the mortgage loan process from application to funding, acting as project manager with minimal supervision – while preparing the new hire to assume these responsibilities
-Interact with members, loan officers, LOA’s, processors, underwriters, closers, title agents and real estate professionals in a collaborative and professional manner
-Schedule and lead pipeline meetings for loans in process
-Communicate loan progress to borrower and real estate agents
-Effectively manage purchase contract and lock expiration dates, anticipating areas of concerns and proactively addressing issues prior to deadlines
-Prepare and submit appraisal reconsiderations, rapid rescore requests and loan committee reviews
-Partners with mortgage operations staff on an as needed basis to ensure mortgages move to closing
Note: For new LO’s without an assistant, the Mortgage Sales Enablement Specialist will be responsible for assisting with the LOs pipeline during the first 120 days. After the first 120 days the LO will retain full responsibility.
Support new Mortgage Loan Officers (first year):
*Responsible for monitoring reports to ensure new LO/LOA maintains TRID compliance in providing mortgage disclosures throughout the process
*Act as primary resource for questions about TRID compliance, Fannie/Freddie guidelines, running LP/DU, ECU process and procedures, Encompass, internal systems, etc.
Assist in onboarding/training of new Mortgage Loan Officers:
*Participate in onboarding/learning sessions for new Loan Originators including, Encompass, Reference Desk, ECU mortgage process and procedures, etc.
*Prepare all onboarding documents and presentations as well as coordinating schedules.
*Develop and communicate process improvements
*Commute as needed to onsite locations – currently includes Broomfield, Boulder, Longmont and Fort Collins
*Adhere to all Federal and State laws and regulations governing the Credit Union
*Maintain and support Elevations values and culture in all workplace interactions and settings
Other duties and tasks as needed
*Maintain a professional work environment
Required Education and Experience:
High school diploma or equivalent
Minimum 4+ years mortgage experience with ability to perform mortgage-related calculations and follow mortgage guidelines
Proficiency with Encompass and all Microsoft Office applications
Demonstrated effective and professional communication – written and verbal
Ability to manage multiple priorities; strong detail orientation, highly organized with a strong sense of urgency
Proven focus on delivering consistent excellence in customer service – both internal and external
Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
About Us: Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado’s Front Range. Founded in 1953, we’ve grown from 12 members and less than $100 in assets to an institution with 13 branches and more than 120,000 members that manages over $1.7 billion in assets and is the No. 1 credit union mortgage lender in Colorado. At Elevations, we’ve made a commitment to move away from a product-centered business model and focus instead on creating consumer solutions. Our objective is to provide our members, as well as the entire community, with unbiased consumer information.
EEO Statement: Elevations Credit Union is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs.
Candidates for certain positions may be required to submit to a credit history report in determining qualification for employment with Elevations Credit Union. If the position you are applying for requires a credit history report, any information received in such a report will not be the sole factor in making an employment decision. A history of personal financial irresponsibility may be reason for disqualification insofar as it relates to your potential job duties. Elevations Credit Union is aware that occasionally there are extenuating circumstances that may affect an individual's credit history. We comply with the Fair Credit Reporting Act and the Colorado Employment Opportunity Act.