Mortgage Loan Assistant II

When joining Elevations, you can expect to work for a company with:

• A leadership team that strives to make this the best place you’ve ever worked!

• A focus on supporting our employees’ mental, physical, and financial well-being

• A commitment to diversity, equity, and inclusion recognized by the Denver Business Journal and Colorado Association of Realtors

• A highly engaged workforce devoted to innovation, continuous improvement, and collaboration

• A reputation for excellence, as evidenced by being a two-time recipient of the Malcolm Baldrige National Quality Award

• A passion for consistently providing amazing experiences and creating raving fans

When joining Elevations, you can expect to work for a company with: A leadership team that strives to make this the best place you’ve ever worked! A focus on supporting our employees’ mental, physical, and financial well-being. A commitment to diversity, equity, and inclusion recognized by the Denver Business Journal and Colorado Association of Realtors. A highly engaged workforce devoted to innovation, continuous improvement, and collaboration. A reputation for excellence, as evidenced by being a two-time recipient of the Malcolm Baldrige National Quality Award. A passion for consistently providing amazing experiences and creating raving fans.

Location

• Hybrid: Employees who are able to perform the essential functions of their jobs away from an Elevations location may do so with the expectation that they are onsite at least fifty percent of the time over a two-week pay period.

Summary/Objective

The Loan Officer Assistant II (LOA II) supports the Mortgage Loan Officer by managing the smooth, timely, and compliant progression of loans from application through closing. This role strengthens communication among members, realtors, processors, and underwriters while maintaining operational efficiency and adherence to regulations. The position requires strong organization, initiative, adaptability, and professionalism, consistently contributing to team success through high‑quality project management, analytical, marketing, and administrative support. An LOA II also assists by taking application information and providing phone or email coverage when the Loan Officer is unavailable, with guidance from an LOA Supervisor or designated Loan Officer.

Essential Functions.

• Take ownership of the mortgage loan process from application to funding, acting as project manager with minimal supervision.

• Interact with members, loan officers, fellow LOA’s, processors, underwriters, closers, title agents and real estate professionals in a collaborative and professional manner using clear and concise communication

• Schedule and attend pipeline meetings for loans in process

• Prepare and submit appraisal reconsiderations, rapid rescore requests and loan committee reviews with guidance from loan officer, or LOA Supervisor

• Manage critical dates for each mortgage loan; TRID compliance dates, purchase contract dates, loan availability date, appraisal consideration date and lock expiration dates. Alert the team when deadlines are approaching, anticipate any challenges, assisting to meet all deadlines

• Prepare and implement marketing ideas and support to expand loan officer referral partners and book of business

Reports To

Mortgage LOA Manager

Manages:

This role does not have supervisory responsibility.

Required Skills, Education and Experience

• Minimum two years mortgage experience

• Knowledge of Fannie Mae & Freddie Mac guidelines, mortgage regulations and TRID compliance

• Familiarity with mortgage loan programs, structure, options and pricing

• Interpersonal Skills: Courtesy, tact, discretion and diplomacy are essential elements of the job. Candidate must have an ability to foster positive work relationships with people both inside and outside the organization.

Preferred Skills, Education and Experience

• Mortgage sales experience preferred

Work Environment

Elevations uses multi-factor authentication to keep our data safe. As such, a personal smartphone is a requirement for employment with us. This job operates in an office setting and routinely uses standard office equipment.

Physical Requirements

• All other positions: Sitting frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting up to 10 lbs of force occasionally to lift, carry, push, pull, or move objects

Position Type/Expected Hours of Work

Full time / 40 hours per week

Compensation

The person hired into this position will likely earn between $21.44 and $26.78 plus monthly incentive.

Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.

Anticipated Application Window:

This role is anticipated to close within 25 days from the date of posting. However, if the position has not been filled, Elevations may keep the application period open longer.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

About Us: Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado’s Front Range. Founded in 1952, we’ve grown from 12 members and less than $100 in assets to an institution with 15 branches and more than 170,000 members that manages over $3 billion in assets and is the No. 1 credit union mortgage lender in Colorado. At Elevations, we’ve made a commitment to move away from a product-centered business model and focus instead on creating consumer solutions. Our objective is to provide our members, as well as the entire community, with unbiased consumer information.

EEO Statement: The Credit Union is dedicated to the principles of equal employment opportunity. We prohibit unlawful discrimination against applicants or employees on the basis of age 40 and over, race (including traits historically associated with race, such as hair texture and length, protective hairstyles), sex, sexual orientation, gender identity, gender expression, color, religion, creed, national origin, ancestry, disability, military status, genetic information, marital status, or any other status protected by applicable state or local law.

Candidates for certain positions may be required to submit to a credit history report in determining qualification for employment with Elevations Credit Union. If the position you are applying for requires a credit history report, any information received in such a report will not be the sole factor in making an employment decision. A history of personal financial irresponsibility may be reason for disqualification insofar as it relates to your potential job duties. Elevations Credit Union is aware that occasionally there are extenuating circumstances that may affect an individual's credit history. We comply with the Fair Credit Reporting Act and the Colorado Employment Opportunity Act.

ELEVATIONS CREDIT UNION’S COMMITMENT TO PRIVACY

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