Mortgage Direct Sales Assistant

Role Overview

• Completes quality assurance tasks to ensure that files move correctly through the refinance/purchase loan process.
• Confirm and review all documentation needed at the time of application to meet submission requirements.
• Ensure all components of the file are ordered and included in the loan package before processing.
• Prepare/send out preliminary loan documentation.
• Serve as a liaison between MLO and customer until the file is sent for processing.
• Assist in other areas of the loan as necessary for efficiency.
• Maintain a pipeline of incoming and current loan files and manage time with in-progress tasks to ensure timely completion.
• Maintain professionalism in verbal and written communications.

Requirements

• High school diploma or equivalent.
• 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.
• Strong written and verbal communications skills.
• Demonstrated teamwork and customer service skills.
• Ability to learn and apply knowledge of conventional, government, and portfolio guidelines as well as the computer loan application system.
• Ability to observe/review detailed documentation.
• Strong work ethic and excellent time management skills.
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Benefits

• Comprehensive benefits and differentiated compensation offerings to support employees individual needs and their families including physical, financial, emotional and social well-being.