Mortgage Sales Assistant

Blaze Credit Union; Falcon Heights (MN); On-site; USD 39,000 - 45,000; Full time

Benefits offered by this job

Low-cost medical insurance

Dental insurance

Vision insurance

Quarterly bonuses

Generous vacation and sick time

6% 401k contribution

Tuition reimbursement

Job summary

Blaze Credit Union in Falcon Heights, MN seeks a Mortgage Loan Assistant to support Mortgage Loan Officers in daily processing and file management at our Larpenteur Administrative office.

You will assign incoming mortgage applications, follow up on pre-approval pipelines, manage folders, review purchase agreements, and coordinate referrals while ensuring accuracy and compliance with applicable laws. On-site role with competitive benefits.

Qualifications

• Strong verbal and written communication skills.
• Ability to work in a fast-paced environment and manage multiple tasks.
• Knowledge of Encompass a plus.

Responsibilities

• Assign all incoming mortgage applications daily.
• Follow-up on pre-approval pipeline for Loan Officers on a weekly basis
• Manage Mortgage Loan Officer’s prospect, pending and pre-purchase folders daily
• Assist Mortgage Loan Officer with purchase agreement review
• Manage Mortgage Sales referrals and assign to appropriate employee.
• Manage the incoming and outgoing daily mail for Loan Officers
• Scan and upload incoming docs from members to Encompass.
• Manage all incoming faxes and emails for Mortgage Sales.

Skills

Verbal communication

Written communication

Multitasking

Education

High School diploma or equivalent

Tools

Encompass

Job description

Description

Role: Serves a multi-skilled role involving assisting Mortgage Loan Officers.

Job Type: Full-time, on-site at our Larpenteur Administrative office in Falcon Heights, MN

Major Duties and Responsibilities

• Assign all incoming mortgage applications daily.
• Follow-up on pre-approval pipeline for Loan Officers on a weekly basis
• Manage Mortgage Loan Officer’s prospect, pending and pre-purchase folders daily
• Assist Mortgage Loan Officer with purchase agreement review
• Manage Mortgage Sales referrals and assign to appropriate employee.
• Manage the incoming and outgoing daily mail for Loan Officers
• Scan and upload incoming docs from members to Encompass.
• Manage all incoming faxes and emails for Mortgage Sales.

Other Duties

• Comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
• Exhibit Blaze’s Core Value’s: Better Lives, Thoughtfully Compassionate, Minnesota’s Best, and Give Back
• Regular and predictable attendance
• Perform other duties as assigned to support effective department operation.

Requirements

Experience/Education/Certifications/Licenses

• Minimum High School degree or equivalent.
• Minimum 2-3 years similar or related financial experience.
• Required to obtain or possess a Mortgage Loan Originator (MLO) qualifier (i.e. NMLS).
• Bilingual in English and Hmong preferred

Demonstrated Knowledge

• Strong verbal and written communication skills.
• Computer skills including Microsoft products.
• Ability to work in a fast-paced environment and manage multiple tasks.
• Knowledge of Encompass a plus.

Communication Skills

Ability to proactively respond to members/employees to problem solve based on guidelines; written communications are based on templates but can be modified.

Physical Requirements

Ability to sit and stand; answer calls; operate computer; interact with internal employees and members on the phone; travel to designated offices; lift up to 20 lbs.

Diversity creates a healthier atmosphere, and we encourage diverse applicant depth and breadth. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

We are committed to providing salary ranges for all open positions. Please note that the specific compensation for this role will be determined based on your experience, qualifications, location, and internal equity considerations.

The starting salary range for this position is: $28.56-$32.50/hour. This range reflects the base starting salary for this position. We have other benefits associated with this position which include: low-cost medical (as low as $20 a paycheck), dental insurance, vision insurance, quarterly bonuses, generous vacation and sick time hours, paid leave options, up to 6% 401k contribution, and tuition reimbursement.