Mortgage Sales Analytics Specialist

Teachers Federal Credit Union

Hauppauge (NY)

On-site

USD 39,000 - 47,000

Full time

13 days ago

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Benefits offered by this job

Annual discretionary bonus

Vacation, personal days and holidays

401(k) employer contribution

Dental & Vision coverage paid

Tuition reimbursement

Exclusive loan discounts

Job summary

Teachers Federal Credit Union in Hauppauge, NY is seeking a Business Analyst, Mortgage Sales to support mortgage production through reporting, pipeline analysis, lead assignment, and performance monitoring.

The role evaluates loan status, market trends, investor guidelines, and regulatory changes, delivering insights to senior management to improve production and competitiveness. Strong Salesforce and Excel skills are required.

Qualifications

Associate’s degree or 4+ years of mortgage origination/processing experience.
Minimum two years of mortgage origination/ processing end to end experience.
Intermediate Salesforce, Mortgage Bot/Finestra skills.
Excel, pivot tables and PowerPoint Presentations experience.
Knowledge of regulations and policies regarding mortgage processing, products, pricing, all investor rules and regulations required.

Responsibilities

Prepares daily/weekly/monthly and quarterly reports based on pipeline, Salesforce CRM, and all trending mortgage data based on research to ensure leads are followed up timely.
Works to ensure current pipeline follows regulatory requirements. (TRID, etc.).
Analyzes length of time loan is in status.
Ensures reporting is accurate and timely to commit to mortgage production goals weekly/monthly/adhoc.
Monitors investor guidelines, rules and regulations and communicates these changes to mortgage staff.
Research mortgage trends and prepare competitive analysis for senior management.
Analyzes data and trends with Zillow, Corelogic, Market Intelligence and all competition to keep senior management appraised with stack ranking and market share.
Assigns Salesforce referrals and leads.
Collects data to prepare internal mortgage team newsletter.
Prepares monthly commission reports for HR to pay IMLO/OMLO.
Monitors FHA, VA, investor and grant program to ensure compliance with internal and external investors/sources on a monthly/quarterly and annual basis.
Performs other duties as assigned.