Mortgage Sales Support Specialist

PSECUHarrisburg, PA
2d

About The Position

Members Achieve More isn't just a tagline for us, it's part of everything we do! We're looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that's remained strong for 90 years, that encourages you to learn, grow, and pursue your dreams? If yes, then read on... The Sales Support Specialist should be comfortable and proficient in all aspects of mortgage loan origination; however, the main scope of work should focus on supporting the loan officer(s) from file pre-qualification through loan closing. The Sales Support Specialist should have a complete understanding of the entire sales evolution, a high level of attention to detail, strong written and verbal communication skills, with an unwavering commitment to customer service in order to nurture both client and referral partner relationships.

Requirements

  • Bachelors (Required)
  • Established sales experience with realtors, builders and/or affinity groups. | Required
  • Three years of secondary market, first mortgage origination. | Required
  • FNMAE - Federal National Mortgage Association, NMLS/MLO - PA Dept of State

Responsibilities

  • Support the mortgage originator(s) on all aspects of loan transaction from file pre-qualification through loan closing.
  • Must function well autonomously with little or no supervision or direction.
  • Handle incoming call and email communications related to Originators loan files.
  • Application entry into the LOS
  • Pull credit on loan files
  • Establish full file setup for Originator including MI quotes, order and interpret AUS findings and produce accurate preliminary estimated fee worksheets
  • Collect needed loan file documentation from borrowers
  • Submit loan files in a timely manner to be disclosed, underwritten, and approved
  • Review timelines, prequalification letter, estimated fee worksheet, loan disclosure documents, conditional approval letter with conditions and CD with borrowers
  • Follow-up to keep realtors, builders and borrowers informed throughout the loan process
  • Maintain communication with processors and underwriters for loan status and ensure loan file gets cleared to close on time
  • Review pipelines to be sure all new loans are decisioned to meet RESPA compliance
  • Accurate database entry/management to ensure addition of all new professional contacts and relationships
  • Preparation of marketing flyers for new home listings and open house sheets for realtor and builder referral partners
  • Performs all necessary procedures as assigned and is involved in writing and updating procedures
  • Assists with projects as assigned in support of Revenue Growth and Lending mission and objectives
  • Assist with testing of LOS upgrades or new products
  • Display professionalism in dress attire when meeting borrowers, realtors, etc.
  • Maintain confidentiality, in particular with credit union account information, as well as other information designated as confidential
  • Resolve borrower/member issues professionally whether over the phone, in person or through correspondence.
  • Recognize early signs of borrower/member disservice and staff related problems and convey concerns and or problems promptly to immediate supervisor.
  • Other duties and responsibilities as assigned.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Number of Employees

501-1,000 employees

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