Mortgage Sales Support Representative

O. C. Credit Union • Santa Ana, CA

4d • Hybrid

About The Position

At Orange County’s Federal Credit Union (OCFCU), banking is personal. For over 85 years, OCFCU has helped members achieve life milestones by building real relationships. With $3+ billion in assets and 145,000+ members, OCFCU is a leading financial institution in Orange County. OCFCU has been recognized as the #1 Credit Union by the Orange County Register for several years, including 2024 & 2025, and is honored for workplace satisfaction driven by employee feedback. This role blends service, sales, and problem-solving to assist members in their financial journeys, specifically supporting the Mortgage Sales & Operations Team. The ideal candidate is energetic, detail-oriented, and people-focused, with a passion for supporting members in achieving homeownership dreams.

Requirements

• High school diploma or equivalent.
• At least one year of relevant office or administrative experience supporting a sales team, preferably within the mortgage or real estate industry.
• Strong communication skills (phone, email, in-person).
• Intermediate skills in Microsoft Word & Excel.
• A knack for organization, multitasking, follow-through, and problem-solving.
• Comfort working independently and collaboratively.
• A service mindset and professional demeanor.
• Ability to maintain confidentiality in a sensitive environment.
• SAFE Act compliance required (guidance will be provided).

Nice To Haves

• Knowledge of mortgage or home loan processes.
• Familiarity with regulations.
• Additional language skills.
• A goal-oriented, fast-paced mindset.

Responsibilities

• Assist with managing the CRM system, including assigning leads, tracking follow-ups, reporting results, and improving conversion rates.
• Help manage loan pipelines to ensure service level agreements and compliance standards are met.
• Monitor applications, TBDs, cancellations, and timelines to ensure smooth operations.
• Process invoices, track expenses, pay bills, and maintain accurate financial records.
• Create and update reports using Microsoft Word, Excel, and other tools.
• Provide professional phone and clerical support to members and teammates.
• Order supplies, manage documents, and assist with special projects.
• Partner with Leadership and Marketing to create and coordinate mortgage marketing materials.
• Support business development events, tradeshows, and outreach efforts.
• Make outbound calls to connect members with home loan opportunities.
• Help maintain the team’s vision, mission, and roadmap, aligned with the Credit Union’s strategic goals.
• Identify opportunities to improve processes, making them more efficient and effective.

Benefits

• Hourly pay based on experience, internal equity, and role level: $21.00-$25.00 per hour.
• Monthly bonuses based on team success.
• Award-winning workplace culture.
• Clear growth paths and internal mobility.
• Health Coverage: Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day.
• Financial Security: Life insurance at no cost and a 401(k) plan with an employer match up to 6%.
• Work-Life Balance: 13 days of vacation and seven (7) sick days annually and paid holidays.
• Recognition & Growth: Annual merit increases, discretionary and referral bonuses, as well as educational grants up to $1,000 per year.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED