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Mortgage Loan Representative-Milwaukee

Mortgage Loan Representative-Milwaukee

Job Description

Are you seeking a new career challenge in a dynamic, challenging work environment where you have the ability to forge a great career?  If you are experienced in Mortgage Lending, Sales, or Financial Services and have a talent for building relationships and networking, then we'd like to talk to you!  Marine Credit Union is currently expanding its Mortgage Lending presence in the Milwaukee metropolitan area, and invites you to share in our success. With the training, leadership, and support to help you be successful, Marine Credit Union has the resources to take your career to new heights.

As a Mortgage Loan Representative, you serve as a liaison between prospective/existing Members and the credit union for all Portfolio mortgage related inquiries.  Solicits and interviews applicants for loans, gathers background information as required, and analyzes loan applicants’ credit history.  Partners with others to approve or deny loan applications based on analysis and company mortgage policies.  Works with mortgage support staff to ensure timely response to member inquires, and ensure a standard of service excellence. 

Major Duties and Responsibilities:

  • Develop mortgage loan business through member solicitation activities, third party referral sources, and lead follow-up. 
  • Partners with Mortgage Loan Originators by passing opportunities to develop Conforming mortgage lending business to them as opportunities arise, and following up on Portfolio mortgage leads passed from the MLO’s.  All applicants eligible for a Conforming loan will be processed by a Mortgage Loan Originator.
  • Interview loan applicants and assist members with the loan application process.
  • Pull credit reports for all accounts, verify debts, and estimate monthly payments for any outstanding debts not listed and add them to debts on application.
  • Recommend approval or denial of real-estate loan applications within MCU guidelines, and explain reasons for denial.
  • Ensure that each real-estate loan is processed accurately.
  • Prepare mortgage loan application and document packet for closing.
  • Work successfully with other departments to ensure proper process, record retention, and information gathering best practices and procedures are followed.
  • Cross-sell other Marine Enterprise products and services.



  • Provide exceptional member service.
  • Abide by all applicable Marine Credit Union policies, procedures and regulations.
  • Ensure achievement of company goals by referring business wherever possible.
  • Prepare loan documentation for underwriting and processing, ensuring it is complete and accurate.
  • Upon approval from the Mortgage Loan Originator, partner with the MLO to proactively build community and industry relationships necessary to meet both the set goals for the position and the organization’s loan growth goals.
  • Assist in managing risk through diligence in the information gathering and approval process.
  • Have access to transportation on demand to be able to travel to client and vendor appointments out of office as needed.


Job Requirements

Knowledge, Skills and Abilities:


1)      Previous consumer lending experience at Marine Credit Union preferred.

2)      Knowledge of the mortgage loan application process

3)      Knowledge of consumer credit

4)      Ability to build rapport, explaining product features & benefits, and sell.

5)      Skills in developing business.

6)      Sound PC computing skills, including MS-Office and loan origination software.



1)      Experience making outbound calls to solicit business.

2)      Previous Mortgage Lending, Banking or Sales experience.

3)      Experience building networks of community/industry contacts to support sales goals a plus.

4)      Experience working in a face to face customer service/sales environment.

5)      Experience working in a sales environment with importance placed on attention to detail.

6)      A record of success in meeting set, external goals.                                         


1)    High School Diploma required
2)    College Degree in Business Administration, Marketing, Sales, or Finance preferred.


Job Snapshot

Employment Type Full-Time
Job Type Banking, Finance
Education High School
Experience At least 2 year(s)
Manages Others No
Industry Mortgage, Credit - Loan - Collections
Required Travel Negligible
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Mortgage Loan Representative-Milwaukee

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