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Home Loan Advisor Assistant I
Location
United States
Posted
15 days ago
Salary
$21 - $26 / hour
Seniority
Mid Level
Job Description
Home Loan Advisor Assistant I
Golden 1 Talent Acquisition Team
Role Description The Home Loan Advisor Assistant I (“HLAA”) is responsible for supporting the assigned Home Loan Advisor(s) (“HLA’s”) with daily activities, business development, home loan lead generation, and member experience. The primary focus of this position is to manage the clerical and administrative loan processing duties of the Home Loan Advisors they serve. - Assist in the origination of home loan applications. - Perform daily pipeline management to ensure optimal member experience. - Coordinate with Home Loan Operations to facilitate the collection of personal financial documents from members to ensure timely file flow. - Maintain knowledge of state and federal laws and regulations related to credit union compliance, including BSA, AML, TILA, GBL, RESPA, ECOA, Fair Lending, and others appropriate to the position. - Coordinate with the HLA and Management on HLA database management. - Assist HLA in the development of HLA-specific marketing materials. - Coordinate development of presentations for HLA for meetings, conferences, and other events as required. - Attend marketing, broker, and networking events and open houses. - Act as liaison between HLA, HLP, and any other party involved in the facilitation of the Home Loan Transaction. - Perform other jobs as may be assigned that may be moderately complex in nature where judgment is required in resolving problems or obstacles. Qualifications - Associate’s degree or equivalent work experience in administrative function or Home Loan Sales or Operations. - One or more years’ experience in Home Loan or Real Estate industry preferred. - Maintain knowledge of FNMA guidelines, ATR guidelines, HDMA, home loan and equity products, and turn time goals. - Encompass LOS experience preferred but not required. Requirements - Effective oral and written communication skills required to interact with credit union staff, management, and all member channels. - Must possess sufficient manual dexterity to skillfully operate an online computer terminal and other standard office equipment. - Effective technology and reporting skills are required to support origination activities. - Must have the ability to learn and demonstrate Golden 1 Credit Union culture. - Prolonged sitting throughout the workday with occasional mobility required. - Corrected vision within the normal range. - A device to enhance hearing will be provided if needed. - Ability to lift 20 lbs. may be required. - Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Benefits - A valid California driver’s license required. - MLO/NMLS Registration required. - Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
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Title: User Experience Strategist Location: United States Job Description: Section 1: Position Summary Shape the long-term user experience vision for web, mobile, and AI experiences that help millions of people achieve their financial goals. Use design thinking techniques and foster strong collaboration across business, product, design, analytics, and technology to translate business strategy, client insights, and market trends into actionable UX direction for product teams. Solve complex, large-scale problems and create experiences our clients love and that drive results for the business. Lead the UX discipline and drive culture and process improvements. Use creative and technical problem-solving skills to guide UX strategy. This is a senior individual-contributor role with broad strategic influence. Section 2: Job Functions, Essential Duties and Responsibilities - Drive UX strategy, principles, and north-star experiences for the most complex, program-level initiatives. - Present experience vision, strategy, and recommendations to leadership and senior stakeholders to guide execution and decision making. - Partner with leadership across Product, IT, and Analytics to deeply understand core business and user goals to identify new opportunities. Provide the vision and ensure the necessary alignment to translate those opportunities into concrete, outcome-focused solutions. - Partner with UX research for discovery work, research synthesis, journey mapping, service design, and opportunity framing. - Guide teams in prioritizing user needs, accessibility, and long-term experience value. - Evaluate emerging technologies and industry trends to inform strategy. - Lead experience and design reviews, providing strategic direction, actionable feedback, and quality oversight for designers to ensure alignment to experience vision and standards. - Extensive knowledge of the competitive landscape and of the Ascensus brand. - Drive a user-centered design culture, innovation, and process improvements up, down, and across the organization. - Build strong, collaborative relationships across design, business, development, and analytics teams. Manage expectations within the team and with clients. - Use qualitative and quantitative data to drive design decisions and ensure that solutions have the intended impact. - Assist with other tasks and projects as assigned - Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. - At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day. Supervision - Position will report to SVP, UX Section 3: Experience, Skills, Knowledge Requirements - Undergraduate degree or equivalent experience in a creative or technical field. Graduate degree preferred. - Minimum 10 - 15 years of experience or equivalent combination of experience and education. - Portfolio demonstrating extensive experience solving the most complex UX problems and designing thoughtful, innovative web and mobile experiences for large-scale clients. - Exceptional collaboration skills. High degree of creativity, empathy, and passion. - Stellar communication skills (storytelling, visualization, use of qualitative and quantitative data) to enlist support for initiatives and ignite enthusiasm to execute. Able to drive clarity on the largest and most difficult projects. - Expert in Design Thinking, Agile, and Lean methodologies. - Highly proficient in the use of design and prototyping software (Figma) - Knowledgeable about AI enablement for UX - Deep knowledge about web, mobile, and AI UX patterns, best practices, and emerging technologies. Understanding of HTML/CSS. - Excellent organizational skills. Able to switch between tasks across projects. - Able to give and receive feedback and interpret critique to enhance project outcomes. - For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 Mbps or better. If you are unsure of your internet speed before applying, please check with your service provider. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. No associate is permitted to work at a location outside the United States for any length of time, except for approved business travel on a limited basis. Exempt Associates traveling outside the United States on personal travel or while on PTO may work on a limited basis (e.g., occasionally checking and responding to business-critical emails or dialing into business-critical meetings) from their personal devices but not from a company-provided computer. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
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