Mortgage Sales Assistant

Burnham Nationwide, Inc.; Grand Haven (MI); On-site; USD 35,000 - 55,000; Full time

Job summary

A dynamic financial services company in Grand Haven, MI is offering an exciting opportunity for a Mortgage Sales Assistant. This in-office role involves supporting Loan Officers by managing leads, assisting with loan applications, and ensuring a positive experience for borrowers. Candidates should possess strong communication skills, organizational abilities, and a proactive attitude. No mortgage experience is required, and the company provides support for obtaining the necessary NMLS license. Join a vibrant team and help deliver exceptional service in the mortgage industry!

Qualifications

• Strong verbal communication skills – Communicates accurately, effectively, appropriately and with a positive attitude.
• Strong organizational skills.
• Works effectively as a team player and encourages peers to succeed in their respective roles.
• Takes pride in a high quality of work with a thorough attention to detail.
• Be proactive - Take initiative to resolve any possible issues that can arise.
• The ability to prioritize and multitask throughout the day.

Responsibilities

• Assist with lead generation and maintaining a tracking database for the team.
• Work closely with borrowers, realtors, Set Up Specialists, Processing, and their Loan Officer(s).
• Maintain contact with borrowers and reply to/follow up with borrowers and agents in a timely manner, by phone, email or text.
• Manage the team’s lead tracker and CRM.
• Provide assistance to their Loan Officer and Processing team.
• Guide borrowers through the loan application process.
• Maintain a working knowledge of each conventional and government loan program, and the applicable guidelines.

Skills

Verbal communication skills

Organizational skills

Team player

Attention to detail

Proactive problem solving

Multitasking

Ability to maintain confidentiality

Tools

CRM software

Encompass

Job description

We are seeking a Mortgage Sales Assistant to become a part of our team! This is an in-office position at our Grand Haven, MI office. Mortgage experience is not required.

Above all we are looking for outgoing, energetic & personable people who can bring us their A-game. Our team has a fun and vibrant culture unlike anywhere else in the mortgage industry.

A Mortgage Sales Assistant (or Loan Officer Assistant) works in tandem with their Loan Officer and team throughout the loan process. They assist with lead generation and maintaining a tracking database for the team, borrower qualification, taking applications, and will work with their Processor(s) to track down outstanding conditions and communicate updates throughout the process. Sales Assistants will work closely with borrowers, realtors, Set Up Specialists, Processing, and their Loan Officer(s).

Essential Duties and Responsibilities:
• Maintain contact with borrowers and reply to/follow up with borrowers and agents in a timely manner, by phone, email, or text.
• Manage the team’s lead tracker and CRM.
• Provide assistance to their Loan Officer and Processing team.
• Provide support on loan qualification scenarios and interpreting guidelines.
• Maintain a working knowledge of each conventional and government loan program, and the applicable guidelines.
• Guide borrowers through the loan application process.
• Update Encompass with validated information.
• Provide accurate information to all parties in the transaction.
• Request and review all required upfront documents.
• Assist with making credit decisions and issue pre-approvals or game plans with their Loan Officer, once supporting documents are received.
• Assist with any issues throughout the loan process and take appropriate action to resolve them.
• Act as a knowledgeable resource for the borrowers, real estate agents and processors.
• Provide pipeline updates to referring partners.
• Maintain confidentiality.

Essential Traits and Values:
• Strong verbal communication skills – Communicates accurately, effectively, appropriately and with a positive attitude.
• Strong organizational skills.
• Works effectively as a team player and encourages peers to succeed in their respective roles.
• Takes pride in a high quality of work with a thorough attention to detail.
• Be proactive - Take initiative to resolve any possible issues that can arise.
• The ability to prioritize and multitask throughout the day – managing interruptions until the highest priority tasks are accomplished.
• Establishes a record of producing work that is highly accurate.
• Ensures that quality of work does not suffer as quantity of work increases.
• Be a team player who adds complementary skills and contributes valuable ideas, opinions, and feedback.
• Personally commits to a high quality of work and encourages others to have similar standards.
• Represents Treadstone and their team in a professional manner.
• NMLS license (company will provide support in obtaining license, if not already licensed)