Licensed Mortgage Associate

Prosperity Home Mortgage, LLC•Lee's Summit, MO

12h•Onsite

About The Position

Join our dynamic team as a Licensed Mortgage Associate and become the backbone of exceptional customer experiences in the mortgage industry. This role perfectly balances administrative excellence with sales support, offering hands-on experience across every aspect of the mortgage process while building the foundation for your long-term career success.

Requirements

High school diploma or equivalent (Bachelor's degree in finance or business preferred)
Current NMLS Mortgage Loan Originator License (or ability to obtain within 90 days of hire)
Previous customer service experience, preferably in mortgage or financial services
Strong understanding of mortgage products, processes, and regulatory standards
Advanced Microsoft Office Suite skills and CRM software experience
Experience with Encompass loan origination software strongly preferred
Comfortable with technology and able to learn new systems quickly
Skilled in data entry, filing, and document management systems
Outstanding written and verbal communication skills with diverse clientele
Exceptional attention to detail with ability to manage multiple concurrent tasks
Works effectively both independently and as part of a collaborative team
Thrives in fast-paced environments while meeting critical deadlines
Genuine commitment to helping clients achieve their homeownership dreams

Nice To Haves

Bachelor's degree in finance or business

Responsibilities

Serve as a trusted point of contact, responding to client inquiries and maintaining clear communication throughout the loan process
Guide borrowers through document collection, ensuring complete and accurate submissions that expedite approvals
Proactively communicate with customers, vendors, and stakeholders to keep files moving smoothly toward closing
Address challenges quickly and professionally to maintain exceptional service standards
Create compelling promotional materials and sales literature that drive business growth
Analyze market trends and identify potential customers to expand the sales pipeline
Support marketing initiatives that attract new business opportunities
Provide essential support to assigned Mortgage Consultants, enhancing their productivity and client relationships
Conduct preliminary loan file reviews to ensure compliance with investor guidelines and approval criteria
Order and review credit reports, appraisals, condo questionnaires, and other essential property documents
Review borrower documentation for accuracy and completeness, including pay stubs, bank statements, and tax documents
Maintain strict adherence to industry regulations and federal/state law requirements
Perform follow-up tasks necessary to meet critical closing deadlines
Coordinate with title companies, insurance providers, and closing departments
Conduct follow-up activities to ensure customer satisfaction and identify future opportunities
Originate residential mortgage loans as business needs require