Real Estate Loan Officer
Billings, MT - USA
Job Summary
Join a Team That Puts People First!
As a Real Estate Loan Officer with Altana Federal Credit Union youre not just processing mortgages youre guiding people through one of the most meaningful financial journeys of their lives. Youll be a trusted advisor a connector and a champion for our members as they build their this role youll grow a strong book of business by building relationships engaging with the community and providing expert real estate lending support with heart.
What Youll Do
Be a Member Advocate
- Meet with members to understand their goals and help them navigate real estate lending with confidence.
- Gather documentation analyze loan scenarios and partner with realtors to create smooth seamless experiences.
Grow Community Connections
- Build and nurture referral networks through community events business partnerships and authentic relationship-building.
- Represent Altana as a trusted resource in the real estate lending space.
Support and Empower Our Team
- Train team members to spot referral opportunities and feel confident discussing mortgage options.
- Share real estate lending insights with staff helping elevate financial understanding across the credit union.
Collaborate with Investors and Partners
- Work closely with investors and other industry partners to deliver strong lending solutions to our members.
What We Expect
- Maintain expertlevel knowledge of credit union products services and all regulatory requirements including BSA Fair Lending safety security and privacy.
- Serve as a positive professional representative of Altana in every interaction with members team members vendors and community partners.
- Participate in required meetings and complete assigned training to maintain compliance and develop your skills.
- Follow all credit union policies and procedures.
- Demonstrate reliability by reporting to work on time each scheduled day.
- Support additional responsibilities as needed to serve our members and team.
What You Bring
Education
- High School Diploma or GED required
- Bachelors degree preferred
Experience
- Two or more years of customer-facing sales experience in the financial services industry
- NMLS certification (or ability to obtain)
- Real estate and loan generation experience preferred
Skills & Competencies
- Strong understanding of real estate and loan generation with the ability to adapt to unique situations
- Solid analytical planning and multitasking abilities
- Comfortable using spreadsheets checklists and lending systems
- Strong written and verbal communication skills
- Deep knowledge of real estate markets underwriting and lending policies
- Ability to work independently while collaborating effectively with members coworkers and community partners
- Sound judgment and decision-making within assigned responsibilities
- Professionalism and discretion when handling confidential information
Why Youll Love Working Here
At Altana youre joining more than an organizationyoure joining a community. We believe in caring for our team members the way we care for our members: with respect support and a genuine commitment to helping people thrive. Here your work matters. Your voice matters. You matter.
If youre ready to grow contribute and make a meaningful impact on a team that puts people first every day wed love to meet you.
Required Experience:
Unclear Seniority
About Company
Discover personalized financial solutions and exceptional service at Altana Federal Credit Union, from savings and loans to investments.