Licensed Mortgage Associate

Prosperity Home Mortgage, LLC • Simsbury, CT

8d

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
• Software Proficiency: Advanced Microsoft Office Suite skills and CRM software experience
• Digital Fluency: Comfortable with technology and able to learn new systems quickly
• Data Management: Skilled in data entry, filing, and document management systems
• Communication Excellence: Outstanding written and verbal communication skills with diverse clientele
• Organizational Mastery: Exceptional attention to detail with ability to manage multiple concurrent tasks
• Team Collaboration: Works effectively both independently and as part of a collaborative team
• Deadline Focused: Thrives in fast-paced environments while meeting critical deadlines
• Customer Centric: Genuine commitment to helping clients achieve their homeownership dreams

Nice To Haves

• Bachelor's degree in finance or business preferred
• Experience with Encompass loan origination software strongly preferred

Responsibilities

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

Benefits

• Complete Benefits Package: Health, dental, vision, retirement planning, and more
• Professional Development: Training programs and continuing education support
• Work-Life Balance: Supportive workplace culture that values personal and professional success

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees