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Residential Loan Advisor
Rogue Credit Union. Act as the initial contact for remote members with residential loan inquiries .
Posted 10/26/2026full-timeMedford • Oregon • United StatesMid-LevelSenior💰 $24 - $30 per hourWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in residential loan processes, including Home Equity and Home Refinance products, while ensuring compliance with federal and state regulations. Proficient in providing exceptional member service and facilitating loan transactions effectively.
Highest-signal resume keywords
National Mortgage Loan Service (NMLS) RegistrationResidential Loan ProcessingMicrosoft Office ProficiencyEffective Communication SkillsRegulatory Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Residential Loan OnboardingLoan Application ProcessingPoint-of-Sale System InputInitial Disclosures PreparationCross-Selling Credit Union Products
Soft Skills
Good Listening SkillsMember Service Orientation
Certifications & Qualifications
National Mortgage Loan Service (NMLS) Registration
Industry Keywords
Home Equity ProductsHome Refinance ProductsService Level AgreementsCredit Union PoliciesFederal and State Regulations
About the role
Key responsibilities & impact- Act as the initial contact for remote members with residential loan inquiries
- Assist members in choosing appropriate loan products and paths
- Create an exceptional residential loan onboarding experience for Home Equity and Home Refinance products
- Assist remote members with the application process
- Refer First Mortgage purchase applications to the appropriate Mortgage Loan Officer
- Proactively assist digital Home Equity members with applications
- Accept inbound residential loan calls and explain loan options, rates, and terms
- Input loan applications into the point-of-sale system
- Provide initial disclosures for Home Equity and Manufactured Home in a Park products
- Return member calls within established Service Level Agreements
- Respond to member requests, questions, and concerns
- Facilitate residential loan transactions by assigning members to the appropriate Mortgage Loan Officer for same-day response
- Cross-sell credit union products and services
- Maintain knowledge of credit union products, services, policies, procedures, mission, and vision
- Meet departmental goals and credit union scorecard metrics
- Comply with promotional, regulatory, federal, and state requirements
Requirements
What you’ll need- Three years to five years of similar or related experience
- High school education or GED
- Must be National Mortgage Loan Service (NMLS) registered to serve in this role
- Proficient in Microsoft Office Applications and other software programs
- Good communication and listening skills
- Ability to comply with federal and state laws, regulations, policies, and procedures
- Ability to remain stationary, often standing or sitting for prolonged periods
- Ability to adjust or move objects up to 30 pounds
- Ability to perform close and continuous visual work involving data, figures, computer terminals, and extensive reading
- Drug screening test required within 48 hours of employment offer
Benefits
Comp & perks- Drug-free workplace
- Equal Opportunity Employer
- Reasonable accommodation available for applicants with disabilities
- Occasional overtime