Mortgage Associate II

4059 SOUTH 1900 WEST
Position Status
40 HR
Mon - Fri Flex
Schedule Details
9 - 5


Prepare accurate and timely mortgage loan disclosures with rates and fees for all mortgage applications to comply with regulation standards.  Handle all mortgage lock requests in a prompt and courteous manner with accurate and timely disclosures.  Provide compliance assistance for staff  including current interest rates, pricing, loan to value limits for loan qualification, etc.  Assist mortgage personnel with timely delivery of regulatory disclosures.  Complete mortgage system daily tasks, as well as other functions as assigned.  Responsible to coordinate schedule with team to provide support for service to member and staff as needed.  Complete assigned reports, tracking of stats and accurately and timely as assigned.


1. Assumes responsibility for the effective performance of mortgage loan disclosure team.


 a. Perform team functions effectively and accurately in accordance with established policies, standards, and security procedures. As well as other related duties as assigned.

b. Responsible to provide accurate mortgage loan disclosures for all mortgage applications and change of circumstance events as requested. Coordination with other mortgage personnel is critical.

c. Courteously and professionally provides information to members regarding mortgage interest rates, loan to value limits, term of mortgage loans offered, closing cost estimates, and other information as deemed appropriate for employee’s level of mortgage experience and knowledge.

d. Apply accurate delivery method of disclosures to members. Paying special attention to the accuracy and privacy of all confidential documents.

e. Record and relay messages and/or requested information with appropriate communication to mortgage loan originators or loan processors.

g. g. Accepts member, branch and department questions and concerns in a professional manner.

2. Assumes responsibility for establishing and maintaining effective business relations with members and mortgage industry professionals.


a. Courteously answers questions or promptly refers to appropriate personnel.

b. Maintains and projects the Credit Union's professional reputation. Follows Company and department dress code.

c. Arrives ready to provide disclosures and receive telephone calls at open of business.


3. Assumes responsibility for establishing and maintaining effective coordination and working relations with area personnel and management.


a. Prepare accurate and timely mortgage disclosures for regulatory compliance.

b. Communicates with area personnel and management regarding activities and significant problems.

c. Completes records and reports promptly and accurately.

d. Attends and participates in meetings as required.


4. Assumes responsibility for related duties as required or assigned.


a. Maintains a clean, secure, and well maintained work area.

b. Performs related clerical and administrative functions as required.

c. Stays informed of policy and procedure changes affecting the mortgage disclosure team.

d. Actively and professionally cross-sells Credit Union services, as appropriate.

e. Completes special projects as assigned.




  • High school graduate or equivalent. 
  • Computer training and course work in general office skills preferred.


Required Knowledge:


  • General knowledge of mortgage loan services and procedures helpful.


Experience Required:


  • Previous experience with a full service financial institution helpful.
  • Previous experience in a call center helpful.




  • Excellent communication and public relations skills.
  • Good organization skills and attentive to detail.
  • Professional appearance, dress and attitude.
  • Proficient typing abilities.
  • Ability to cooperate and work well with others.
  • Able to operate related computer applications.


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