• Mortgage Loan Officer

    Insight Global (Santa Ana, CA)


    Job Description

    A reputable credit union in Orange County is seeking an experienced Mortgage Loan Consultant to drive home loan growth through seminars, community outreach, and strong referral partnerships with realtors, builders, financial planners, and other business sources. In this highly member focused role, you will interview applicants, assist with loan applications, analyze credit qualifications, structure loans, and match members with the right mortgage products while ensuring compliance with federal and state lending regulations. You will actively promote the credit union’s offerings, build and maintain productive relationships, and represent the organization at industry events, meetups, and home finance seminars to generate leads and close loans. As a key liaison between applicants, real estate partners, and internal mortgage teams, you will support a smooth loan closing process, communicate proactively with members, and help guide each loan from application to funding.

     

    This hybrid role allows you to work remotely two days per week, with the remaining three days spent onsite at our branches. The credit union operates 11 branches, supported by a team of eight Mortgage Loan Consultants who rotate among these locations.

     

    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

    Skills and Requirements

    2 years of relevant experience in home finance originations with strong, modern sales skills

     

    Proven ability to fund at least $2 million per month

     

    Successfully registered with the NMLS as a Mortgage Loan Originator

     

    Expert level knowledge of federal and state mortgage lending laws and regulations

     

    Proven ability to develop and deliver presentations and meet with real estate agents, businesses, and other referral partners

     

    High School Diploma or equivalent Strong understanding of Fannie Mae and/or Freddie Mac guidelines (preferred)

     

    Experience with loan origination systems (LOS) and automated underwriting systems (AUS) (preferred)