Alliant Credit Union
We set the standard for simple and rewarding digital banking.
Hybrid

Mortgage Specialist

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Start a Rewarding Career with Alliant

What will your day look like?

You will work with a team of Mortgage Loan Officers. The incumbent will assist by answering the member's questions and by creating a lead in the Customer Relationship Management (CRM) system that is routed to a Mortgage Loan Officer (MLO). The Mortgage Specialist will coordinate the appropriate marketing campaign to educate and retain the member. Responsibilities include answering phone calls, responding to email and voicemail messages, and converting these into lead opportunities. As part of the Residential Member Relationship team, the Mortgage Specialist acts as a liaison between Alliant and the member. The individual will work with members who have a current portfolio loan to assess and create new loan modifications. The incumbent works with internal credit union departments and systems to obtain required documentation to assist in the approval and funding of the mortgage loan. General direction is received from the Manager, Residential Loan Production.

Responsibilities

Do you see yourself doing this?

Lead Management

  • Answer incoming member phone calls and email and respond accordingly within established service level agreements.
  • Ask questions to clearly understand the member's request and refer them to the appropriate individual or team.
  • Create leads within CRM system with detailed comments for MLOs to work.
  • Provide lead reports to MLOs and status reports to management on a regular basis.

Marketing and Sales Opportunities

  • Develop and manage follow up efforts on pre-qualified mortgage applicants.
  • Lead the marketing efforts to retain member interest in Alliant mortgage products by using the appropriate marketing campaign.
  • Assist existing members with rate modification options on their existing Alliant adjustable rate mortgage.
  • Proactively identify sales opportunities by asking appropriate questions regarding member's needs.
  • Maintain knowledge of current promotions, mortgage programs and industry offerings.
  • Coordinate with internal departments to find solutions to customer issues.

Administrative Support

  • Assist Loan Officers by gathering internal documents to complete loan package such as Alliant statements, payoffs and existing loan documents.
  • Confirm applicant's membership status and coordinate membership as required.
  • Coordinate with internal departments on outstanding items related to loans in process including Alliant subordination requests.

Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensure compliance with all applicable state and federal laws, company procedures and policies. Maintain integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.

Where permitted by applicable law, successful applicants to this position must either have received or be willing to receive the COVID-19 vaccination by date of hire to be considered (proof of vaccination is required), or be willing to submit a negative COVID-19 test result in advance of each visit to an Alliant facility.

Qualifications

What makes you a great fit?

You'll be a great fit if in addition to the completion of a High School diploma or equivalent, required, and you have:

  • Minimum two years' experience in banking, customer service and/or sales.
  • Experience at a financial institution and in lead management or CRM functions a plus.
  • Strong phone and email etiquette.
  • Exceptional customer service skills.
  • Ability to handle multiple tasks by demonstrating strong organizational skills and attention to detail.
  • Strong active listening and critical thinking skills.
  • Excellent verbal and written communication skills.
  • Highly effective organizational skills.
  • Ability to work in a fast-paced environment.

When you're happy, we're happy!

As a thank you for joining our team, you'll benefit from:

  • Competitive medical, dental, and free vision benefits
  • Competitive compensation plan
  • Contributions towards gym memberships
  • Generous PTO and banking holidays off

Still not convinced?

For more details you can also visit our Glassdoor and LinkedIn profiles.

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What are Alliant Credit Union Perks + Benefits

Alliant Credit Union Benefits Overview

Alliant constantly works on improving its Employee Value Proposition. Our Human Capital Group team seeks ongoing employee feedback to continue to raise the bar on employee-focused benefits, making updates to the existing and adding new benefits every year.

Culture
Volunteer in local community
Alliant offers 8 hours of paid volunteer time benefit for all employees.
Partners with nonprofits
To execute on our mission of Bridging the Digital Divide, Alliant has partnered with PCs for People, Connected Nation, DiGiTunity and the National Digital Inclusion Alliance.
Open door policy
OKR operational model
Team based strategic planning
Employee resource groups
Hybrid work model
In-person all-hands meetings
Summer hours
Employee awards
Flexible work schedule
Alliant provides employees with a flexible work schedule that includes Flexible start and end times.
Remote work program
Since the pandemic began, all non-essential job functions have been remote 100%.
Diversity
Documented equal pay policy
Dedicated diversity and inclusion staff
Highly diverse management team
Mandated unconscious bias training
Alliant provides our leaders and employees with unconscious bias, psychological safety and inclusive mindset training.
Diversity manifesto
Diversity employee resource groups
Alliant supports employee resource groups. At this time, employees created INCLUDE, a women's resource group and ALL, an LGBTQ+ employee resource group, and EMPOWER black employees' resource group.
Hiring practices that promote diversity
At Alliant, we ensure that we have a diverse candidate slate for every role for which we hire and that our interview panels are also diverse.
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Alliant employees can contribute up to $2,750 annually to their Health Care FSA and $5,000 to their dependent care FSA.
Disability insurance
Company provides Short Term Disability benefit payable for up to 13 weeks as well as Long Term Disability insurance that covers 66.67% of your monthly earnings up to $10,000 monthly maximum payout.
Dental insurance
Preventive services covered at 100%, Basic services covered at 80%; Major restorative services covered at 50%; Orthodontics covered at 50%
Vision insurance
Alliant offers free vision benefits to its employees and their dependents. The vision benefits plan covers 100% for annual eye exams after a $10 copay and $150 for glasses and contacts.
Health insurance
Alliant provides a choice of two medical plans. If you elect a medical plan, you are automatically enrolled in an HSA where Alliant contributes funds to help you pay for your out-of-pocket expenses.
Life insurance
Basic Life insurance and Accidental Death & Dismemberment is equal to 1 times an employee's annual salary. Employees can also purchase Voluntary Life insurance for themselves and their dependents.
Pet insurance
Our pet insurance policy covers up to %90 of out of pocket expenses.
Wellness programs
With Alliant's wellness reimbursement program, each employee receives up to $35 per month (non-cumulative) to spend on wellness activities and discounted wellness services through ThrivePass.
Team workouts
Through Calm application
Mental health benefits
Alliant employees get free access to ComPsych, Calm and myStrength apps and services.
Transgender health care benefits
Financial & Retirement
401(K)
Alliant offers a 401(k) plan administered through Fidelity where employees can contribute up to 60% of eligible compensation to the annual IRS limit.
401(K) matching
We match 100% of contributions up to the first 5% of an employee's annual gross pay. eligible salary. You will be 100% vested in these contributions right away.
Performance bonus
In the last years, Alliant’s bonus payouts were above 100%.
Charitable contribution matching
The Alliant Credit Union Foundation also matches employee donations made to non-religious, non-political 501(c)(3) organizations up to a total of $1,000 per person per calendar year.
Child Care & Parental Leave Benefits
Generous parental leave
We provide up to 6 weeks of parental leave for the primary and secondary caretakers.
Family medical leave
Employees who have been with the company for 12 months are eligible for up to 26 weeks of family medical leave.
Adoption Assistance
Fertility benefits
Through our medical plan
Vacation & Time Off Benefits
Unlimited vacation policy
Generous PTO
Our employees receive between 21 and 31 days per year of paid time off based on years of service. Alliant also offers a Flexible Time Off (unlimited time off) policy for Sr. Managers and above.
Paid volunteer time
Our employees receive 8 hours per year of paid volunteer time.
Paid holidays
Bereavement leave benefits
Office Perks
Commuter benefits
Employees can withhold up to $280 per month pre-tax for transit expenses and up to $280 per month pre-tax for parking expenses.
Company-sponsored outings
Alliant hosts between 4 and 6 major employee events in a year, including the Annual Volleyball Tournament, annual summer party and employee appreciation day celebration.
Free daily meals
We offer free lunch 3 days a week.
Free snacks and drinks
Currently, Alliant offers free snacks, free hot beverages and bottled water during the day, free lunch/food events on occasion and bi-weekly free fruit.
Some meals provided
Company-sponsored happy hours
Onsite office parking
Plenty of parking available.
Fitness stipend
Alliant reimburses its employees up to $35 per month for gym, health and fitness services and activities.
Mother's room
Professional Development Benefits
Job training & conferences
Alliant offers employees professional development opportunities like Annual individual budget for training, onsite training courses and the ability to attend job-related conferences and seminars.
Tuition reimbursement
We offer up to $5,250 annually for continuing education through our tuition reimbursement benefit.
Lunch and learns
Alliant hosts lunch and learn and hour with the leader meetings once per quarter, giving our employees to hear from our executive and senior leadership teams.
Promote from within
Continuing education stipend
We offer up to $5,250 annually for continuing education through our tuition reimbursement benefit.
Online course subscriptions available
Paid industry certifications
Personal development training

Additional Perks + Benefits

Alliant constantly works on improving its Employee Value Proposition. Currently, Alliant offers free snacks, free hot beverages and bottled water, free lunch/food events on occasion, personal concierge service, on-site package/mailing service, massage therapy, discounted ticket sales, car wash, dry cleaning, convenience store, vehicle maintenance, banking and a gym at our headquarters location.

Our company works hard to create a work environment that allows our employees to maintain a healthy work/life balance. We encourage our employees to take advantage of flexible hours and offer an option to work remotely. Alliant also offers a very generous PTO package, which starts new employees with 21 PTO days annualized in their first year of employment.

The well-being of our employees and their families translates to productivity and commitment to their jobs. That is why we constantly work on launching new benefits that will help them find the best medical care at the lowest cost and get the help they need with convenience and without unnecessary stress.

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