Mortgage Advisor

Job ID 10113423 Location Anaheim, California, United States Business Partners Federal Credit Union Date posted Feb. 21, 2025

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Job Summary:

Position supports and is the primary sales driver for the production of home mortgage originations generated through our various online and phone platforms. In a non-branch environment, the Mortgage Adviosr works closely with all Mortgage Loan Officers to help facilitate new mortgage originations, including phone interviews with new members, taking mortgage applications, and facilitating a handoff to the appropriate Mortgage Loan Officer. As an internal sales role, the Mortgage Advisor is responsible for coordinating and assisting Mortgage Loan Officers to achieve departmental sales and production goals—activities would include member interaction and follow up, initiating and completing applications, pipeline management and coordination of file management, and provides follow up on files for members in process. Mortgage Advisor may also assist Internal MLO in disseminating leads, follow up and appointments for the Mortgage Loan Officers. The Mortgage Advisor will also be responsible for directly managing our existing technology platforms via texting, phone and mortgage trigger follow up with an emphasis on Sales and growth of the business. On a short term basis, the MA may also backfill FL Mortgage Loan Officer positions interim basis during vacation, extended leaves, or business development events as needed.

Essential Responsibilities:

Assists members and mortgage Loan officers with home mortgage originations via follow up on our various online platform and lead generation services including phone interviews, Texting, applications, retrieving/uploading loan documentation. Primarily responsible for managing our Genesys phone platform answering members inquiries and driving sales and mortgage originations to the CU. Coordinates member appointments with an emphasis on driving loan originations through a customized review and sales approach to capture applications in the moment. Provides overflow follow up on front end application onboarding activities reviewing applications in POS and the lead inbox to identify, cold call, and disseminate leads to the IMLO. Assists management where necessary in reporting, analytics, and data gathering. Serves as the primary driver for loan business generated through marketing efforts by our BD team and coordinates with IMLO to deliver exceptional service to our members with a warm transfer of loan opportunities. Mortgage advisor will work directly with our Trigger lead program to develop business and grow our portfolio Primarily responsible for managing our member communication platform through texting and automations Responsbile for maintaining a high standard with our members and providing well documented loan applications that meet our QA and UW standards. Responsbile for being the liaison to our front line sales teams within our branches and advocate for home mortgage opportunities.

Additional Responsibilities:

1. Maintaining line of sight on the working pipeline for each IMLO and helping to disseminate leads

2. As needed may be requested to attend in-person events. Seminars, BD events, off-site business opportunies.

3. As needed, may be requested to take in-person member appointments to help facilitate mortgage transactions.

KNOWLEDGE & SKILLS

Minimum Education Required to Perform Job: High School Diploma or GED

Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 2 to 5 years

Specific Experience Required:

Experience in residential lending practices is preferred
Three years’ experience in credit review and consulting, including credit bureaus, is required.
Experience in Credit Union loan services, policies, and procedure is preferred.

Other Training, Technical Skills, or Knowledge Required:

Three years sales experience is required
Experience in residential lending practices is preferred

SCOPE OF JOB

Ability to work independently, on multiple projects at one time, and prioritize appropriately
Ability to take initiative and work in a team
Exceptional decision-making and problem-solving skills
Organized; good time manager
Responsible; Flexible; detail- and goal- oriented

This position is performed primarily in a traditional office or bank/credit union setting, with no expected adverse environmental conditions.

This position requires the ability to:

move self in different positions to accomplish tasks in various environments including tight and confined spaces
remain in a stationary position, often standing or sitting for prolonged periods
adjust or move objects up to 15 pounds in all directions
perform repeat motions that may include the wrists, hands, and/or fingers
use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together
verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly
hear average or normal conversations and receive ordinary information
prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity.

The hiring range for this position in California is $68,640 to $70,680 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.

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About Partners Federal Credit Union:

For more than 50 years, Partners Federal Credit Union has delivered The Partners Difference to our more than 175,000 members, with the highest levels of service, value, access and convenience. Plus, a full array of financial products you’ll find at the biggest banks, including savings, checking, loans, wealth management and the latest in innovative account access. And always with an exclusive connection to The Walt Disney Company that ensures a level of quality unsurpassed in banking. Named one of the 2019 “Best Credit Unions to Work For” by Credit Union Journal, Partners is truly Cast Members serving Cast Members, creating a genuine bond and commitment to service that no other financial institution can match. Join and discover that at Partners, we honor membership for life — because members can confidently rely on us at every stage of it. And because of our connection to The Walt Disney Company, every person who works for Partners is also a Disney Cast Member/employee.

About The Walt Disney Company:

The Walt Disney Company, together with its subsidiaries and affiliates, is a leading diversified international family entertainment and media enterprise that includes three core business segments: Disney Entertainment, ESPN, and Disney Experiences. From humble beginnings as a cartoon studio in the 1920s to its preeminent name in the entertainment industry today, Disney proudly continues its legacy of creating world-class stories and experiences for every member of the family. Disney’s stories, characters and experiences reach consumers and guests from every corner of the globe. With operations in more than 40 countries, our employees and cast members work together to create entertainment experiences that are both universally and locally cherished.

This position is with Walt Disney Parks and Resorts U.S., Inc., which is part of a business we call Partners Federal Credit Union.

Walt Disney Parks and Resorts U.S., Inc. is an equal opportunity employer. Applicants will receive consideration for employment without regard to race, religion, color, sex, sexual orientation, gender, gender identity, gender expression, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information or disability, or any other basis prohibited by federal, state or local law. Disney champions a business environment where ideas and decisions from all people help us grow, innovate, create the best stories and be relevant in a constantly evolving world.

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Explore this Location Anaheim, CA

Anaheim, the home of Disneyland Resort and is at the center of family fun between Southern California theme parks and Orange County beaches, a place people go for year-round excitement and then are pleasantly surprised by the local culture and hidden gems.