Mortgage Sales Coordinator

AMPLIFY CREDIT UNION • Austin, TX

37d • $24 - $29 • Remote

About The Position

The Mortgage Sales Coordinator plays a key role in supporting the retail mortgage sales team. This multifaceted position combines responsibilities from marketing coordination and sales support to ensure efficiency, consistency, and high-quality service delivery. Responsibilities include managing phone and chat queues, coordinating events and trainings, serving as a liaison with Marketing, providing administrative support to Mortgage Loan Officers (MLOs), and assisting with loan-related tasks. This role requires exceptional organizational skills, attention to detail, creativity, and the ability to collaborate across departments.

Requirements

• Minimum 2 years of mortgage experience required.
• Must be bondable by a credit union.
• Requires registration as a MLO with the Nationwide Mortgage Licensing System (NMLS) and Registry on an annual basis in addition to maintaining updates as needed. Initial registration is required immediately upon hire.
• Knowledge of personal computer, Microsoft Office products, Credit Bureau Systems and financial calculators.
• Must have reliable internet access of 50MBPS which is the minimum speed required to connect to several of our systems and platforms.
• Must have excellent judgment skills to make quick decisions within written policy and standard operating procedures.
• Working knowledge of credit union's products and services, policies, and the Federal Credit Union Act including bylaws and regulations that apply to federally chartered credit unions is required.
• Ability to understand and make recommended changes to Standard Operating Procedures and familiarity with state and federal NCUA regulations required.
• Additional regulations applicant should understand include, but are not limited to: HMDA, Regulation Z, Regulation B, TRID, the FHLMC, FNMA, FHA rules and processes.

Nice To Haves

• Bachelor’s degree in business or a related field preferred.
• Knowledge of Texas Home Equity Loan processes is preferred.
• Proficiency in Encompass and Salesforce is preferred.
• Ability to learn and train others in the use of specialized mortgage lending software may be required.
• Prior experience with Desktop Underwriter and/or Loan Prospector underwriting systems preferred.

Responsibilities

• Provide backup support for the retail mortgage phone/chat queues and manage the weekly schedule for loan officers.
• Coordinate logistics for internal and external events and trainings, including scheduling, setup, marketing, and ordering promotional items.
• Serve as a liaison between the mortgage sales team and the Marketing department.
• Conduct monthly strategy meetings with MLOs to identify marketing opportunities and assist with related requests.
• Work with the Marketing department on the design and production of graphics for social media, flyers, presentations, and co-branded marketing materials.
• Monitor and manage the supply of marketing materials, swag, and closing gifts for the real estate team; reorder as needed.
• Support the VP of Real Estate Production with monthly reports, including MLO marketing activity and social media analytics.
• Collaborate with Marketing to produce monthly MLO newsletters, follow-up communications, and Salesforce data uploads for leads from events.
• Track and manage leads received from internal departments, online platforms, and email inquiries.
• Assist MLO’s with borrower follow up and collection of documents to ensure timely file submissions.
• Review loan files for completeness and prepare them for submission to Processing.
• Submit lock requests and extensions, and assist in preparing pre-qualification letters when loan support is needed during the absence of a MLO.
• Facilitate communication and coordination between MLOs and Operations on file-specific needs, including documentation and status updates.
• Stay informed of changes to mortgage lending products, credit union and investor guidelines, and compliance regulations.
• Provide backup assistance to the lock desk as needed.

Benefits

• Medical, Dental, and 401(k) programs for team members.
• Customized volunteer opportunities with our signature partners (Saint Louise House).
• Additional paid time off for volunteer-related activities.
• Undergraduate and graduate tuition benefits for eligible full-time and part-time team members.
• 401(k) with a company match of 100% on the first 5% you contribute.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level