Mortgage Sales Assistant

🕒 il y a 1 mois

🗽 New York – Distant

infoinfo

💵 $21 - $42 / heure

⏰ Temps Plein

🟢 Junior

🤑 Commercial

🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Municipal Credit Union

Municipal Credit Union

501 - 1000 employés

Fondée en 1916

🛡️ Assurance

⚖️ Juridique

🏦 Banque

Insurance • Legal • Banking

La Municipal Credit Union est une institution financière à but non lucratif dédiée à répondre aux besoins bancaires et de prêt de ses membres à New York. Offrant une gamme de produits bancaires personnels, y compris des comptes courants et d'épargne, des prêts, des cartes de crédit et des services d'assurance, MCU se concentre sur l'aide aux membres pour atteindre leurs objectifs financiers grâce à des taux compétitifs et un soutien personnalisé. Forte de plus de 100 ans de service, MCU met l'accent sur l'engagement communautaire et la satisfaction des besoins financiers des travailleurs municipaux locaux et de leurs familles.

Description

• Assist the Mortgage Sales Team with member applications, appointment scheduling, member documentation, reporting, and referral/lead tracking • Assist with general mortgage inquiries • Gather documentation from potential applicants and/or Mortgage Representatives and upload it into LOS • Ensure compliance with MCU and third-party loan policies and federal, state, and NCUA rules, regulations, and laws • Provide members with a high level of member service • Answer incoming calls and return calls to prospective borrowers • Refer calls to appropriate Lending Sales and Operations team members • Mail applications, brochures, and other materials to members • Pre-qualify applicants and take applications over the phone • Prepare daily, weekly, and monthly sales tracking and member satisfaction survey reports using Microsoft Excel and internal reports • Monitor submitted applications and import new loans into Mortgagebot LOS from POS • Support MLOs with document collections and member follow-up • Complete and send notices of incomplete applications when required • Schedule appointments for Mortgage Loan Officers • Respond to telephone calls and emails directed to the Mortgage team and assist with inquiries related to approval processes, mortgage statuses, and loan programs • Review and process paperwork submitted by Mortgage Loan Officers and members • Scan and upload application documents into Mortgagebot LOS • Coordinate and communicate with MLOs, members, and processors to ensure the mortgage application process is completed smoothly with accurate documentation • Manage multiple loans in a fast-paced pipeline • Identify opportunities to cross-sell additional products and services • Achieve referral goals and support deposit growth goals • Perform other related duties and special projects as assigned

🎯 Exigences

• Associate’s degree, or equivalent experience • 1 year of experience in a first or second residential lending origination environment • Familiarity with DocMagic is a plus • NMLS will be required • Ability to perform in a high-volume environment and meet deadlines while maintaining exceptional attention to detail • Technologically proficient

🏖️ Avantages

• Attendance bonus eligibility • 401(k) with an 8% employer contribution per pay period • Overtime eligibility • Medical insurance • Vision insurance • Dental insurance • Life insurance • Disability insurance • Flexible paid time off • 11 paid holidays annually

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