Mortgage Sales Assistant

🕒 September 16

🗽 New York – Remote

🗽 New York – Remote

💵 $21 - $42 / hour

⏰ Full Time

🟢 Junior

🤑 Sales

👻 Ghost score 1%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Municipal Credit Union

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1916

🛡️ Insurance

⚖️ Legal

🏦 Banking

Insurance • Legal • Banking

Municipal Credit Union is a not-for-profit financial institution dedicated to serving the banking and lending needs of its members in New York City. Offering a range of personal banking products including checking and savings accounts, loans, credit cards, and insurance services, MCU focuses on helping its members achieve their financial goals through competitive rates and personalized support. With over 100 years of service, MCU emphasizes community engagement and the fulfillment of financial needs of local municipal workers and their families.

📋 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

🎯 Requirements

• 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

🏖️ Benefits

• 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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