Assistant Mortgage Banker – Inside Sales

The Federal Savings Bank; Scottsdale (AZ); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Generous paid time off

Health, Dental, and Vision insurance

401k with company matching

Complimentary Employee Assistant Program

Job summary

The Federal Savings Bank is seeking a highly organized and friendly Assistant Mortgage Banker to join our Scottsdale, AZ office. In this role, you will assist in mortgage operations, conducting pipeline reviews, coordinating loan closings, and maintaining accurate loan documentation.

Qualified candidates should have 2+ years in mortgage lending, proficiency with Encompass software, and strong communication skills. The role offers a base salary, bonuses, and comprehensive benefits including paid time off, health insurance, and a 401k plan.

Qualifications

• 2+ years of experience in mortgage lending or mortgage sales support.
• Ability to communicate professionally while maintaining a friendly demeanor.
• Strong organizational skills and time management.

Responsibilities

• Conduct weekly pipeline reviews with Senior Vice Presidents.
• Implement process improvement strategies for Sales leadership.
• Ensure accurate and complete loan applications ready for processing.
• Support the Mortgage Analyst in transitioning loan files.

Skills

Mortgage lending experience

Encompass loan origination software

Knowledge of loan guidelines

Microsoft Office proficiency

Organizational skills

Time management

Problem-solving ability

Education

High school diploma or equivalent

Job description

The Federal Savings Bank is seeking a highly organized, friendly, and outgoing Assistant Mortgage Banker to join our thriving Scottsdale, AZ office. As an Assistant Mortgage Banker, you will be a frontline member of one of the busiest teams in our Consumer Direct Mortgage division.

Qualified applicants must reside in a commutable distance to our Scottsdale, AZ office at the time of application and be able to work onsite Monday – Friday.

Duties & Responsibilities:

• Conduct weekly pipeline reviews with each Senior Vice President to assess loan pipeline status, milestone progression, and overall loan movement.
• Attend weekly Senior Vice President team meetings to address questions and provide data-driven insights on improving loans’ days in process.
• Implement process improvement strategies to reduce administrative burden for Senior Vice Presidents, enabling greater focus on sales leadership and coaching.
• Ensure the borrower’s Uniform Residential Loan Application (URLA/Form 1003) is accurate, complete, and ready for processing.
• Send introductory communications to borrowers, including Junior Mortgage Banker introductions and initial documentation requests.
• Collect the borrower’s application fee in accordance with company procedures.
• Confirm all required borrower e-signatures are completed in a timely manner.
• Support the Mortgage Analyst in transitioning loan files to the processing stage.
• Assist in coordinating property inspections and scheduling with borrowers, vendors, and contractors as needed.
• Maintain an up-to-date tracking report for Senior Vice Presidents and Bankers that reflects active loan files and current statuses.
• Coordinate and schedule loan closings with all relevant parties.

What We Offer:

• Base Salary plus bonus.
• Generous paid time off plus sick time.
• Health, Dental, and Vision insurance plans.
• HSA and FSA insurance plans available.
• Complimentary Employee Assistant Program (EAP).
• Paid time off that increases with length of employment.
• Company paid life insurance.
• 401k with partial company matching.
• Big bank resources with small bank feel.

Requirements

Skills/Qualifications

• High school diploma or equivalent required.
• 2+ years of experience in mortgage lending or mortgage sales support.
• Experience with Encompass loan origination software.
• Knowledge of current conventional loan guidelines, including Fannie Mae, Freddie Mac, and Ginnie Mae requirements.
• Knowledge of current FHA and VA loan guidelines.
• Proficiency with Microsoft Office products, including Excel, Word, and Outlook.
• Demonstrated ability to communicate professionally while maintaining a friendly and approachable demeanor.
• Creative and proactive problem-solver.
• Strong time management and organizational skills.