Mortgage Sales Assistant

🔥 0 minutes ago

🗽 New York – Remote

🗽 New York – Remote

💵 $21 - $42 / hour

⏰ Full Time

🟢 Junior

🤑 Sales

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Municipal Credit Union

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1916

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

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 • Respond to telephone calls and emails directed to the Mortgage team and assist with general inquiries related to approval process, mortgage statuses and loan programs • Manage the mortgage application process ensuring compliance with MCU and third-party loan policies • Build lifetime quality financial relationships with each member by providing competitive products and excellent service • Prepare daily, weekly, and monthly sales tracking and member satisfaction survey reports using Microsoft Excel and internal reports

🎯 Requirements

• Associate’s degree, or equivalent experience • 1 year of experience in a first or second residential lending origination environment • Familiar with DocMagic 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

• Medical, vision, dental, life, and disability insurance • Flexible paid time off • 11 paid holidays annually • Attendance bonus • 401(k) with an 8% employer contribution per pay period