Job Description

Remote Mortgage Advisor

Helping Members Live Their Financial Dreams

FORUM Credit Union is a member focused, results driven financial institution who strives to provide the best customer service and financial advice to all of our members. Our mission is to help our members live their financial dreams . We offer a full suite of financial products and serve more than 155,000 members in the greater Indianapolis area.

Voted Best Places to Work in Indiana since 2012, FORUM is dedicated to enriching the lives of our employees so we can in turn enrich the lives of our members.

The Remote Mortgage Advisor is responsible for providing mortgages to our existing FORUM member base as well as non-member referrals. This position will work remotely and focus on residential mortgage pre-approvals, purchase loans, construction loans, and refinances using self generated leads.

Although this position is remote, we require the selected candidate be located in the State of Indiana

We are unable to sponsor a work visa for this position.

Responsibilities

Daily responsibilities consist of:

• Originate residential mortgage loans for FORUM members.
• Conduct mortgage application interviews from applicants generated through the established contacts such as Select Employee Groups, direct requests, expired applications, FORUM marketing events, and outside referral sources.
• Develop and maintain contacts in the real estate industry and other outside sources to produce additional mortgage loans by performing pre-approvals and providing borrower education.
• Ensure all client contact, disclosures, and client involvement are done in compliance with applicable Federal and state regulations.
• Develop proficiency in lending guidelines for all investors and correspondent relationships with FORUM Mortgage and stay informed of changes in the mortgage industry.
• Ensure a smooth and timely mortgage process and closing by pre-qualifying applicants
  • counseling members on the mortgage products and the process
  • submitting borrower files to Underwriting for pre-approval
  • obtaining all necessary documents and information
  • keeping all involved parties up-to-date on the status of the loan
  • resolving problems as needed

You may enjoy this job if:

• You accepts responsibility with a high level of ownership and commitment to achieve results
• You focus on the thoroughness and accuracy of work
• You understand and anticipate the internal and external customer business needs and acts accordingly, providing high priority to customer/member satisfaction and service
• You express ideas effectively through multiple channels, clearly conveying an understanding of the needs of different audiences
• You have the ability to build relationships with internal and external partners, business owners, members and colleagues
• You consistently produce accurate, thorough and complete work within defined timelines
• You deliver the highest level of confidentiality, discretion and integrity in all aspects of work responsibilities

Qualifications

What we are looking for:

• A two-year college degree or completion of a specialized course of study at a business or trade school or completion of a specialized and extensive in-house training program
• One year to three years of similar or related mortgage lending experience with a book of business
• Ability to maintain regular attendance and achieve production goals.

Employee Perks:

• Competitive Pay - $13/hour plus uncapped commission
• Student Loan Reimbursement
• Tuition Assistance
• Wellness Programs
• Community Involvement and Paid Volunteer Time
• Professional Development/Award Winning Training Program
• 401K with Match
• Comprehensive Benefits Package
• Generous Paid Time Off

Please note: A criminal background screen will be conducted upon hire.

FORUM Credit Union values and celebrates diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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