Mortgage Analyst and Trainer

Nuvision Federal Credit Union

. Provide day-to-day administrative, clerical, sales, reporting, training, and department support .

Posted 10/31/2026full-timeRemote • United StatesMid-LevelSenior💰 $26 - $45 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in mortgage sales support, including proficiency in CRM systems and reporting tools, while effectively communicating with internal teams and external partners. Capable of analyzing loan activity data and recommending process improvements to enhance operational efficiency.

Highest-signal resume keywords

Mortgage Sales SupportCRM AdministrationData AnalysisNMLS RegistrationCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data AnalysisReport GenerationMortgage Guidelines KnowledgeFiling Systems KnowledgeBusiness Writing

Soft Skills

Interpersonal SkillsRelationship BuildingAttention to DetailProblem SolvingTraining and Onboarding

Tools & Technologies

EncompassMicrosoft OutlookMicrosoft WordMicrosoft ExcelAdobe Acrobat

Certifications & Qualifications

NMLS Registration

Industry Keywords

Mortgage Lending ProductsFinancial InstitutionsLoan ProcessingMortgage ConsultantsReal Estate Agents

About the role

Key responsibilities & impact

Provide day-to-day administrative, clerical, sales, reporting, training, and department support
Facilitate communications between mortgage loan consultants, internal departments, and vendors
Generate reports and analyze loan activity data for Mortgage leadership
Administer mortgage-originations CRM and Encompass systems
Review system and process workflows and recommend efficiencies
Assist with collecting outstanding conditions and setting up urgent files
Create, maintain, and distribute reports
Support mortgage loan consultant business development efforts, including attending, scheduling, and organizing events
Provide daily and monthly reporting on loan activities to Mortgage Director/VP management
Maintain CRM data, reporting, and daily lead assignments
Schedule team and individual training and identify training needs
Train and onboard new mortgage loan consultants on internal and third-party systems
Create and maintain department procedures and workflows
Evaluate loan issues, analyze root causes, and derive solutions
Coordinate monthly sales meetings, staff travel, and mortgage events
Support continuous improvement activities and special projects
Maintain member and sensitive information confidentially
Perform other related duties as assigned

Requirements

What you’ll need

3 years’ experience providing mortgage sales support, including supporting multiple loan officers and working in a financial institution
Solid grammar and spelling
Business writing style
Knowledge of filing systems
Good knowledge of financial institutions and strong understanding of mortgage lending products and procedures
Solid knowledge of mortgage guidelines
Excellent written and verbal communication and interpersonal skills
Ability to generate reports and analyze, evaluate, and interpret data to identify risks, issues, and trends and provide recommendations
Professional communication with staff, credit union members, and vendors by telephone or written communication
Ability to build relationships with team members, members, and external partners
Ability to follow written and verbal instructions and work under limited supervision
Proficiency with PC and Microsoft applications, including Outlook, Word, and Excel
NMLS registration
High school diploma or GED and some college coursework
Preferred: 3+ years related experience working with mortgage loan consultants and real estate agents; 5+ years processing experience
Preferred: Adobe Acrobat, SharePoint, Prime Alliance, and Encompass

Benefits

Comp & perks

Medical
Dental
Vision
Life Insurance
Flexible Spending Account
401(k) Matching
Paid Time Off
Training Provided
Tuition Reimbursement
Remote work arrangement