Provides a wide range of duties related to the day-to-day sales functions of Mortgage Loan Originators.
Acts as the main facilitator for communications between the MLO and sourcing agents, customers, vendors, and sales support.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience.
While operating within the Bank’s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
Work with customers to set expectations including but not limited to rate inquiries, appointments, loan status and other information deemed necessary.
Confirm appointments and review with customer all documents needed at time of application to ensure efficiency.
Assure all components to the file are ordered, copied and included in the loan package prior to processing.
Provide marketing support.
Serve as a liaison between Loan Consultant and Sales Support.
Builds relationships with Realtors, Builders, Appraisers and Title Companies.
Confirm and/or cross-sell additional banking products.
Assisting in other areas as needed.

High school diploma or equivalent.
Minimum one-year customer service, mortgage processing or loan originations experience.
Broad understanding of residential mortgage loans.
Proven computer skills with knowledge of windows based applications.
Knowledge of federal lending regulations governing residential real estate lending.
Demonstrated leadership and organizational skills.
Strong written and verbal communications skills.
Demonstrated teamwork and customer service skills.
Ability to analyze policies, procedures and guidelines in a way that maximizes productivity but protects the level of risk desired.
Ability to learn and apply knowledge of conventional, government, portfolio guidelines and the computer loan application system.
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Mortgage Sales Assistant

Key skills