Mortgage Sales Assistant
New
United StatesFull-TimeEntry
Salary43,680 - 69,900 USD per year
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Job Details
- Experience
- Minimum of 1 year of experience in customer service, mortgage processing, loan origination support, or related financial services roles.
- Required Skills
- Customer serviceCompliance
Requirements
- High school diploma or equivalent required.
- Minimum of 1 year of experience in customer service, mortgage processing, loan origination support, or related financial services roles.
- Strong understanding of residential mortgage loan processes and documentation requirements.
- Familiarity with federal lending regulations related to residential real estate lending.
- Strong organizational skills with the ability to manage multiple priorities and deadlines effectively.
- Excellent written and verbal communication skills with a customer-first mindset.
- Proficiency with Windows-based applications and general computer systems.
- Ability to analyze policies, procedures, and guidelines while maintaining operational accuracy and compliance.
- Demonstrated teamwork, collaboration, and relationship-building abilities.
- Ability to obtain and maintain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS).
Responsibilities
- Support Mortgage Loan Originators with day-to-day sales and operational activities to ensure efficient loan processing and customer service.
- Communicate with customers regarding loan status updates, rate inquiries, appointments, and required documentation.
- Coordinate and confirm appointments while ensuring applicants are informed about all necessary documents prior to the application process.
- Assist in preparing complete loan packages by ensuring all required documents and file components are properly collected and organized.
- Serve as a liaison between loan consultants, sales support teams, vendors, and external business partners.
- Build and maintain professional relationships with Realtors, Builders, Appraisers, and Title Companies.
- Provide marketing and administrative support to assist with mortgage sales initiatives.
- Support cross-selling efforts by identifying opportunities to introduce additional banking products and services.
- Maintain compliance with internal procedures, lending regulations, and risk management standards.
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