Teams at Truity Credit Union

Supports members with financial transactions and inquiries while assisting Member Service staff and departmental management. Responsibilities include employee training, coaching, scheduling, reporting, compliance training, special projects, process education, cross-selling, and daily member service. The role also administers Ascensus and maintains confidentiality while following credit union, BSA, OFAC, AML, and identity-theft compliance requirements.

Solicit and originate mortgage loans by building relationships with realtors, community partners, and members; recommend products, take applications, ensure NMLS registration and compliance, and coordinate processing to close loans.

Proactively generate and manage mortgage business by recommending loan products, taking applications, building referral relationships with realtors and community partners, ensuring compliance (including annual NMLS registration), and coordinating with mortgage operations to process and close loans.