Mortgage Analyst and Trainer

This is a fully remote position, open to applicants in Alaska, +5 more states.

📋 Description

• Deliver daily administrative, clerical, sales, reporting, training, and departmental support.

• Facilitate communication among mortgage loan consultants, internal departments, and vendors.

• Generate and analyze reports on loan activity data for Mortgage leadership.

• Manage the mortgage-originations CRM and Encompass systems.

• Review workflows and processes, recommending efficiencies where applicable.

• Assist in gathering outstanding conditions and organizing urgent files.

• Create, maintain, and distribute various reports.

• Support mortgage loan consultants in their business development initiatives, including organizing, scheduling, and attending events.

• Provide daily and monthly loan activity reports to the Mortgage Director/VP management.

• Maintain CRM data, reporting, and daily lead assignments.

• Schedule team and individual training sessions while identifying training needs.

• Train and onboard new mortgage loan consultants on both internal and external systems.

• Develop and maintain department procedures and workflows.

• Evaluate loan-related issues, analyze root causes, and propose solutions.

• Coordinate monthly sales meetings, staff travel, and mortgage events.

• Support continuous improvement initiatives and special projects.

• Safeguard member and sensitive information with confidentiality.

• Execute other related duties as assigned.

⛳️ Requirements

• Minimum of 3 years’ experience in providing mortgage sales support, including assistance to multiple loan officers and experience within a financial institution.

• Strong command of grammar and spelling.

• Proficient in business writing style.

• Familiarity with filing systems.

• Good understanding of financial institutions and mortgage lending products and procedures.

• Solid knowledge of mortgage guidelines.

• Exceptional written and verbal communication, along with interpersonal skills.

• Ability to generate reports and analyze, evaluate, and interpret data to identify risks, issues, and trends, offering recommendations.

• Professional communication skills for interactions with staff, credit union members, and vendors via phone or written correspondence.

• Capability to build strong relationships with team members, members, and external partners.

• Ability to follow both written and verbal instructions and work with minimal supervision.

• Proficient in PC use and Microsoft applications, including Outlook, Word, and Excel.

• NMLS registration required.

• High school diploma or GED along with some college coursework.

• Preferred: Over 3 years of related experience working with mortgage loan consultants and real estate agents; over 5 years of processing experience.

• Preferred: Experience with Adobe Acrobat, SharePoint, Prime Alliance, and Encompass.

🏝️ Benefits

• Medical

• Dental

• Vision

• Life Insurance

• Flexible Spending Account

• 401(k) Matching

• Paid Time Off

• Training Provided

• Tuition Reimbursement

• Remote work arrangement