Retail Loan Assistant

Lafayette Federal Credit Union
This position is responsible for providing administrative support to Mortgage Loan Officers in Sales, Marketing, Pre and Post-Application activities.

Maryland - Full Time (Rockville) 

*Work from home capabilities are available*


Lafayette Federal Credit Union has been dedicated to providing the highest level of service to our members since 1935. We understand that in order to give the best to our members we must give the best to our team. As an institution, we are committed to the success of each employee and the betterment of our community. We are proud of our competitive pay and attractive benefits package that provides those with Lafayette Federal careers the resources needed to manage their heath, promote their well-being, and help plan an exciting future.

Position Summary:
We are currently seeking a Retail Loan Assistant to join our winning team! Summarily, this position which is based in Rockville, MD, is responsible for providing administrative support to Mortgage Loan Officers in Sales, Marketing, Pre and Post-Application activities.

Essential Functions:
Perform specific tasks assigned by Loan Officer including but not limited to taking applications, quoting rates, describing product, assisting in the timely submission of complete loan application files, preparing loan documents for closing ensuring full compliance and quality of loan documentation, coordinates and proactively communicates with other departments, customers and loan officer to ensure a smooth loan application process, and any other activities to assist the Loan Officer in the loan origination process.
Assist in marketing Realtors, Builders, and third party referral sources to increase production.
Interact with partners (processing/closing/UW ) to provide the best customer service and most efficient origination practices.
Ensure files move through processing and closing in a timely manner.
Establish appointments with members.
Work with members to complete necessary documents.
Promptly respond to member’s questions and concerns.
Follow up with members at all times, keeping them informed of the loan process.
Systematically store and maintain member data and files.
Daily illustration of excellent customer service skills with clients and applicants to ensure member retention.
Participate in special projects and assignments under the direction of the VP of Mortgage Lending, VP of Mortgage Originations, and/or the SVP of Mortgage Lending.
Be responsible for understanding and complying in an accurate and timely basis with all Bank Secrecy Act/Anti-Money Laundering/OFAC requirements that pertain to your position at LFCU and as directed by management and/or the SVP of Risk Management.

Three years of residential mortgage experience preferred

High school diploma or GED equivalent

Interpersonal Skills:
Excellent written and verbal communication skills.
Excellent organizational and time-management skills.
Ability to make sound decisions based on company policies and procedures.
Ability to meet deadlines while prioritizing a changing workload.
A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating, influencing or training others. Outside contacts become important and fostering sound relationships with other entities becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Must have the ability to interact with people and focus on details and follow-up on time sensitive material.

Other Skills:
Must have working knowledge, or the ability to learn mortgage-related programs and possesses the ability to facilitate training Adept in MS Office applications including but not limited to Outlook, Word, Excel and other applications.

Physical Requirements:
This position requires manual dexterity, the ability to lift files and open cabinets.
This position requires bending, stooping or standing as necessary.

Work Environment:
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.

Lafayette Federal Credit Union is committed to the health and safety of our employees, volunteers, and members. As such, we will require that all newly hired members of our team be COVID vaccinated two weeks prior to their first day of work. In accordance with applicable laws, we will consider exemptions to this requirement.

*Lafayette Federal Credit Union is an Equal Opportunity and E-Verify Employer*


How to Apply: