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Home Loans Sales Assistant at Credit Human Federal Credit Union

Posted in Admin - Clerical 30+ days ago.

Type: Full-Time
Location: San Antonio, Texas

Job Description:

We are seeking a Home Loans Sales Assistant for the Home Loan Processing Department.

The Home Loans Sales Assistants will be responsible for establishing an exceptional member experience through their knowledge of our home loan products and other offerings as well as basic underwriting expectations and items that may be required for loan approval. This role will be the initial point of contact through the multiple delivery channels which include ACD Queue, Branch Referrals, calls from branches, walk-in customers, calls from Member Services and LP Application.

As part of their duties, the job incumbent will also be responsible for providing pre-qualification letters to members or potential borrowers who are shopping for a new home.  They will manage these leads until the member has given us a complete application at which time it would be referred to the Home Loan Originators.

The Home Loans Sales Assistants should have a solid mortgage origination background and is expected to exhibit the ability to solve problems as they develop. The role requires understanding and continued education of all internal and external policies and procedures, federal and state laws and insurer requirements.

 If you have strong interpersonal and communication skills along with the ability to develop solid inter-departmental relationships, you should apply right away!


  • Serve as stakeholder’s initial contact and provide exceptional member experience by using active listening skills and needs assessment

  • Effective and efficient use of our systems and technology to enhance member experience as well as improve quality and communication

  • Maintain pipeline of leads and pre-approvals by providing regular follow up with members and potential borrowers until enough data is gathered for a complete application

  • Meet our annual training requirements as determined by management

  • Perform audits to verify compliance by ensuring accuracy, completeness and compliance with internal and external regulation and guidelines



  • 2 years of experience in sales and/or processing (residential loan lending)

  • General knowledge of mortgages (mortgage calculations, mortgage underwriting, or Texas equities)


  • Underwriting experience



  • High School diploma or equivalent


  • College degree

Licenses & Certifications:


  • Requires eligibility to be registered as a Mortgage Loan Originator (MLO) with the National Mortgage Licensing System (NMLS) and Federal Registry


  • NMLS registered 

Skills & Knowledge:


    • Professional in appearance and conduct

    • Time management skills and reliability - arrives on time to work and meetings, complete tasks and assignments within the required timeframe with the ability to plan, prioritize and self- manage

    • Problem solving through independence and creativeness

    • Sense of urgency and ownership

    • Provide exceptional service to key stakeholders; be customer service oriented and member centric

    • Detail oriented and organized

    • Team player and works well with others, contribute to a positive team work environment and high morale

    • Proficient in Microsoft Office Suite (Excel, Word, Access, PowerPoint, Outlook)

    • Demonstrate and practice active listening skills

    • Excellent oral and written communication skills

    • Supportive of Credit Human and management

    • Be an advocate, by sharing ideas and providing suggestions for process improvement or improved member experience.  Also recommend changes to support organizational effectiveness.

    • Develop and sustain trusting relationships with stakeholders;

    • Maintain knowledge and comply with regulations, policies, procedures, practices and guidelines;

    • Maintain manuals, training materials and tools that support regulatory knowledge and awareness;

    • Giving best advice and keeping the Home Loans Management informed on divisional matters, trends and risks;

    • Meet defined deadlines and performance measures;

    • Adding new skills and capabilities relevant to both his/her personal growth needs and the organization’s future needed capabilities

    • Collaborate with department members to achieve defined goals and quality standards;

    • Collaborate and participate in department and cross divisional team meetings and feedback sessions to promote continuous learning and development


    • Bilingual

    Schedule: Monday-Friday, 8:30am-5:30pm 

    Travel Requirements: 

    Level of Work: 1C

    Credit Human provides employees with many benefits from insurance coverage to college tuition reimbursement.

    To get to know Credit Human and learn more about our benefits, visit our careers page at

    Credit Human conducts employment background checks that may be used for decisions related to employment with Credit Human. Standard background checks performed on final candidates include NCUA Administrative and Prohibited Orders, ChexSystems, past employment verification, criminal history check on convictions and outstanding arrest warrants within the past seven years. Degree verifications are conducted if listed on the employment application. Additional background checks relevant to the role may include a motor vehicle registration check, credit check, and/or fingerprint card. Applicants must be currently authorized to work in the United States on a full-time basis.

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

    See job description