Mortgage Sales Assistant

Treadstone Funding; Grand Rapids (MI); On-site; USD 45,000 - 65,000; Full time

Job summary

Treadstone Funding in Grand Rapids, MI is seeking a Mortgage Sales Assistant to support our Loan Officers in the in-office loan process. You will handle lead generation, borrower qualification, and timely updates with borrowers, agents, and processors.

The role requires at least 1 year of mortgage sales or processing experience, strong communication, and teamwork. We value confidentiality, accuracy, and a proactive approach; NMLS license or willingness to obtain with company support.

Qualifications

• At least 1 year of mortgage experience in sales or processing.
• Strong verbal communication, organizational, and teamwork skills.
• NMLS license or willingness to obtain with company support.

Responsibilities

• Make initial contact and follow up with borrowers and agents by phone, email, or text.
• Manage the team's lead tracker and CRM.
• Assist Loan Officer and Processing team.
• Guide borrowers through the loan application process.
• Update loan software with verified information.
• Provide accurate information to all parties in the transaction.
• Review all required upfront documents.
• Assist with credit decisions and pre-approvals.
• Resolve issues throughout the loan process.
• Represent Treadstone and team professionally.

Skills

Mortgage sales

Lead generation

CRM management

Communication

Organization

Teamwork

Attention to detail

Proactive

Multitasking

Confidentiality

Education

NMLS license

Tools

CRM software

Loan origination software

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 Rapids, MI office. Prior mortgage processing or mortgage sales experience is 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 Assistant’s will work closely with borrowers, real estate agents, Set Up Specialists, Processing, and their Loan Officer.

Essential Duties and Responsibilities:

• Make initial contact and 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.
• Guide borrowers through the loan application process.
• Update loan software 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 once supporting documents are received.
• Work with the team to handle 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.
• Maintain confidentiality.
• Stay up to date on Neighborhood Loans and Treadstone Funding policies and procedures.

Essential Traits and Values:

• At least 1 year of mortgage experience in sales or processing is required.
• 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.
• Have a desire to learn and grow.
• Represents Treadstone and their team in a professional manner.
• NMLS license (company will provide support in obtaining license, if not already licensed)

We are an equal opportunity employer and value diversity. All employment decisions are based on qualifications, merit, and business needs.