Loan Officer Resume Sample - ATS Template 2026

The Mortgage Loan Officer - Retail position focuses on delivering exceptional customer service. Key responsibilities include utilizing referral sources to generate mortgage business, maintaining community relationships, and providing guidance on mortgage options. Successful candidates will have experience in mortgage origination, a high school diploma or GED, and good communication skills. Preferred qualifications include a degree, knowledge of mortgage products, and strong organizational abilities. This role offers the opportunity for a flexible work arrangement combining in-office and remote work.

Posted 3 days ago

As a Mortgage Loan Officer at Rocket Mortgage, you'll present, evaluate, and sell tailored financial solutions while ensuring top-tier service for clients. The role involves consulting on financial goals, guiding clients through the loan process, and maintaining necessary licensures. You should have at least 2 years of sales experience and a solid understanding of the mortgage industry. In return, you’ll receive comprehensive health benefits and support for personal and professional growth within a unique, innovation-driven team.

Posted 1 week ago

To maintain a strong connection with our members and local communities and better understand their unique needs , we are currently considering applications from candidates residing in Oregon and Washington for all open positions. We appreciate your understanding as we focus our hiring efforts in these specific regions. And, we encourage all qualified candidates from these states to apply, as we look forward to learning more about your unique skills and experience ! Job Overview: Responsible for establishing professional, high-quality service and member relations for individuals seeking mortgage loans with the credit union. Develops business from external and internal sources, while ensuring exceptional service and support for members throughout the mortgage application process. Where You Will Work : This position is based remote in WA, with a focus on the Thurston County market. Travel is required for this position. When You'll Be Working: Full-time, 40 hours a week. Pay Range: The target base salary for this position is $42,000. In addition to base compensation, there is a competitive incentive plan, with no cap on upside. Compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer of employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. What You’ll Do: Introduces and evaluates member loan needs based on meeting their financial needs. Originates quality conventional, custom construction, government and from time-to-time home equity mortgage loans to their conclusion. Monitors loans in process and works with members to obtain and complete required documents. Continues to monitor applications in the processing stage and maintains accountability for seeing the loan to completion. Provides necessary disclosures to the member and develops a completed application ensuring all compliance related matters have been addressed prior to submitting to processing. Meets with branches, realtors, builders, and other referral sources within assigned trade area to build relationships and establish strong referral channels either through scheduled events or attendance of branch scheduled sales meeting, in accordance with RESPA Section 8 requirements. Responds to all branch referrals via CRM within one business day. Proactively involves the Director of Mortgage Sales to meet member demand and mitigate service failure. Remains active within the community through the credit union’s community engagement programs and regional realtor and builder associations to acquire new loan production. Follows all lending and compliance training and guidelines in an effort to reduce risk and exposure to the credit union. Reports and monitors the status of applications at predetermined one on one with the Director of Mortgage Sales on funding expectations as needed. Prepares and executes 90-day action plans designed to meet member needs and production goals as predetermined and approved by the Director of Mortgage Sales. Demonstrates highest levels of customer service, confidentiality and discretion when dealing with the internal and external members. Develops and maintains an acute working knowledge of the assigned duties and job functions; keeping up to date and requesting additional training and/or development as needed. Ensures duties performed are in compliance with all security, audit, regulatory compliance, information security, customer privacy, and Bank Secrecy Act/Customer Identification Program policies and procedures. All other duties as assigned. Minimum Qualifications: High School. Minimum of two (2) years of experience in mortgage related originations. Preferred Qualifications: Bachelor's. Minimum of one (1) year loan originations experience in a financial institution. NMLS certification. What You’ll Bring: Knowledge of or ability to learn federal, state and local laws, statutes, regulations codes and standards related to the area of responsibility. This includes, but is not limited to SAFE Act, TRID, and HUD guidelines. Knowledge of principles and processes for providing member services; including member needs assessment, meeting service standards and evaluation of member satisfaction. Knowledge working with support systems such as FHA Connection and order mortgage insurance certificates for conventional, FHA, and VA mortgages. Explain policies, procedures, laws and regulations to members and fellow employees. Interpret a variety of instructions and technical procedures furnished in written, oral, diagram, or schedule form. Interpret and applying laws, regulations, policies and procedures. Keep current with industry and regulatory changes and trends. Total Rewards: This position is eligible for Full-Time Regular benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage. We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA). Employees also have access to Life and AD D insurance. Employees are able to enroll in our 401k plan. Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis. Full-Time Regular hired employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time. All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment. Peak Credit Union participates in E-Verify. We use E-Verify to confirm the identity and employment eligibility of all persons hired to work in the United States. For more information on E-Verify, please click here: E-Verify Participation Poster English and Spanish For more information on Right to Work, please click here: Right to Work For more information on the Fair Chance Act, please click here: Fair Chance Act Peak Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters If you’d like to view a copy of the company’s affirmative action plan or policy statement, please email [email protected]. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail [email protected]. This email is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response. Equal Opportunity Employer Veterans/Disabled Equal Opportunity is the Law Posting Pay Transparency Nondiscrimination Posting When you apply to a job on this site, the personal data contained in your application will be collected by Peak Credit Union. Your personal data will be processed for the purposes of managing the Credit Union’s recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under state and federal law. Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by the Credit Union to help manage its recruitment and hiring process. Your personal data will be retained by the Credit Union as long as the Credit Union determines it is necessary to evaluate your application for employment and as required under applicable state and federal law. Greenhouse is under contractual obligation to keep such information confidential, and the Credit Union’s privacy practices comply with all applicable state and federal laws.

Posted 1 week ago