Job Description

Overview:

Helping Members Live Their Financial Dreams

At FORUM Credit Union, were more than just a financial institutionwere a community dedicated to helping our members. With a focus on delivering top-notch service and expert financial advice, we proudly serve over 155,000 members in the greater Indianapolis area. Our mission is simple: to help our members to live their financial dreams.

Being voted one of the Best Places to Work in Indiana since 2011, were committed to enriching the lives of our employees. When our team thrives, so do our members. Join us and experience the difference a member-focused, results-driven environment can make!

Are you passionate about helping people achieve their dream of homeownership? FORUM Credit Union is looking for a dedicated and enthusiastic Mortgage Advisor to join our team. As a Mortgage Advisor, you'll be responsible for providing mortgage solutions to both our existing FORUM members and new referrals from realtors, builders, CPAs, and financial planners. You'll focus on residential mortgage pre-approvals, purchase loans, construction loans, and refinance of current loans.

Responsibilities:

Daily responsibilities consist of:

• Originate residential mortgage loans for FORUM members
• Conduct mortgage application interviews through various established contacts and/or inquiries from FORUM members
• Develop and maintain relationships within the real estate industry and other sources to generate additional mortgage loans
• Ensure all client interactions comply with Federal and state regulations
• Stay updated on lending guidelines and industry changes
• Provide exceptional service by pre-qualifying applicants, counseling on mortgage products, and ensuring a smooth mortgage process and closing
• Meet or exceed origination goals and objectives

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 or financial service sales experience
• Ability to achieve production goals.

Employee Perks:

• Competitive Pay - hourly rate 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.

FORUM Credit Union

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