Mortgage Sales Assistant

Municipal Credit Union • New York, NY

7h

About The Position

Overview: The Mortgage Sales Assistant is responsible for assisting the Mortgage Sales Team with member applications, appointment scheduling, member documentation, reporting and referral/lead tracking. Responsibilities also include assisting with general mortgage inquiries and gathering documentation from potential applicant(s) and/or Mortgage Representatives and uploading into LOS. Individual will ensure compliance with MCU and third-party loan policies and federal, state and NCUA rules, regulations and laws. This position is focused on the administrative side of the originations process and is responsible for supporting the rest of the team in this capacity. Providing members with the highest level of member service

Requirements

• Associate’s degree, or equivalent experience, plus 1 year of experience in a first or second residential lending origination environment
• NMLS will be required
• Ability to perform in a high-volume environment and meet deadlines while maintaining exceptional attention to detail.
• Technologically proficient.

Nice To Haves

• Familiar with DocMagic a plus

Responsibilities

• Build lifetime quality financial relationships with each member by providing competitive products and excellent service.
• Answers all incoming calls from general information phone lines.
• Returns calls for general information to prospective borrowers.
• Refers calls to the appropriate person within the Lending Sales and Operations teams.
• Mails applications, brochures, or other appropriate material to calling members as requested.
• Pre-qualifies applicants.
• Takes applications over the phone.
• Prepare daily, weekly and monthly sales tracking and member satisfaction survey reports using Microsoft Excel and internal reports.
• Monitor member submitted applications and import new loans into Mortgagebot LOS from POS.
• Support MLOs with document collections and member follow up. Complete and send notice of incomplete (NOI) when required.
• Schedule appointments for the Mortgage Loan Officers.
• Respond to telephone calls and emails directed to the Mortgage team and assist with general inquiries related to approval process, mortgage statuses and loan programs.
• Review and process paperwork submitted by Mortgage Loan Officers and members. Scan/upload application documents into Mortgagebot LOS.
• Coordinates and communicates with MLO, members, processors to ensure the mortgage application process is smoothly completed with accurate documentation.
• Pipeline management – multiple loans in a fast-paced work environment
• Identify opportunities to cross sell additional products and services to support member’s financial needs.
• Achieve referral goals set to deepen member relationships with MCU and support deposit growth goals.
• Perform other related duties as requested and special projects as assigned.

Benefits

• Competitive compensation, medical and dental benefits.
• 401K with employer contribution
• Flexible paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 1-10 employees