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We have a great team of friendly, talented and inspiring people
at First United. As a learning organization, we take pride in
offering exciting opportunities for employees to grow and follow
their passions. That's one of the many reasons First United has
been voted as one of the top places to work in Oklahoma since 2009!
Browse this page to find out more about the First United culture
and the many benefits of working here. Then, use our "Get Started"
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Mortgage Loan Consultant
The primary role of a Mortgage Consultant is to originate and
close mortgage loans through extensive marketing initiatives as
well as new and existing relationships. The Mortgage Consultant
position is an outside sales position responsible for originating
retail mortgage loans through external sources. This position is
directly responsible for origination objectives and sales
strategies that will expand market share.
MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)
Uses interpersonal and communication skills to generate referral
business, leads, and relationships with individuals, existing
clients, past clients, and Real Estate Professionals.
Cross sells First United Bank products and services.
Works with bank personnel to promote First United in assigned
Takes thorough and complete loan applications; analyzes and
pre-qualifies applicant information to determine viability of the
client's desired loan program.
Pulls credit, analyzes credit, and compares for accuracy with
the mortgage borrower's statements and loan application.
Determines the correct loan options for the borrower based upon
the applicant's present situation, future plans, and preferred loan
Submits the loan application, preliminary income verification
documents, preliminary asset verification documents, loan
disclosures, any required credit explanation letters and executed
application forms to processing.
Counsels the borrower through the application, approval and
closing process - including review of the HUD settlement statement
with the borrower prior to closing.
Attends closings and ensures great customer service throughout
Meets minimum expectations for First United best practices and
Attends assigned production meetings.
- Provides exceptional customer service, maintains high ethical
standards, and insures compliance with every borrower.
ADDITIONAL DUTIES AND RESONSIBILITIES
- Performs other duties as requested by Executive Management or
- Completes all required compliance exams on a yearly basis.
- Adherence to all First United Policies and Procedures.
- Dresses professionally.
To perform this job successfully, an individual must be able to
perform each essential duty satisfactorily. The requirements listed
below are representative of the knowledge, skill, and/or ability
required. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential
Education and Work Experience
- High School diploma or GED required.
- Prefer one year experience in mortgage lending
- Proven record of success for generating sales in a mortgage
- Possession of strong organizational skills.
- Excellent verbal and written communication skills.
- Exceptional interpersonal communication skills.
- Ability to work independently on assigned tasks as well as to
accept direction on given assignments.
- Demonstrated technical knowledge of Bank, Mortgage, Federal and
State lending and compliance/regulatory matters.
NOTE: This job description is not intended to be all-inclusive.
Employee may perform other related duties as assigned by supervisor
to meet the ongoing needs of the organization.
Ardmore Mortgage, Austin Mortgage, Dallas Mortgage, Ft. Worth
Mortgage 2, Gaillardia Mortgage, Grapevine Mortgage, Houston
Mortgage, Muskogee Mortgage, Norman Mortgage, OKC-Moore Mortgage,
Owasso Mortgage, Plano Mortgage, Rockwall Mortgage, Tulsa
If any applicant is unable to complete an application or respond
to a job opening because of a disability, please email us at
HR@firstunitedbank.com for assistance.
First United Bank is an Equal opportunity employer. This company
considers candidates regardless of race, color, religion, sex,
sexual orientation, gender identity, national origin, disability or