Mortgage Sales Assistant

Municipal Credit Union; United States; On-site; USD 29,000 - 58,000; Full time

Benefits offered by this job

Medical, vision, dental, life, anddisb

401(k) with employer contribution

11 paid holidays

Job summary

Municipal Credit Union in New York is seeking a Mortgage Sales Assistant to support the Mortgage Sales Team with member applications, scheduling, documentation, and reporting in a fast-paced environment.

The role involves assisting with inquiries, pre-qualifications, and data entry, while ensuring compliance with loan policies and LOS systems. Excellent member service is essential.

If you enjoy detail-oriented work and teamwork, MCU offers growth opportunity and a comprehensive benefits package.

Qualifications

• Associate’s degree, or equivalent experience, plus 1 year of experience in a first or second residential lending origination environment.
• Familiar with DocMagic a plus.
• NMLS will be required.
• Ability to perform in a high-volume environment with deadlines and attention to detail.
• Technologically proficient.

Responsibilities

• Build lifetime quality financial relationships with each member by providing competitive products and excellent service.
• Answer all incoming calls from general information lines and refer to appropriate teams as needed.
• Pre-qualify applicants and take applications over the phone.
• Prepare sales tracking and member satisfaction reports using Excel and internal reports.
• Monitor applications and import loans into Mortgagebot LOS from POS.
• Support MLOs with document collection and NOI processing when required.
• Schedule appointments for Mortgage Loan Officers and respond to inquiries about status and programs.
• Review paperwork and upload documents to Mortgagebot LOS; coordinate with members and processors.

Skills

Customer service

Communication

Attention to detail

Technology proficiency

Financial services knowledge

Education

Associate's degree

NMLS

Tools

DocMagic

Mortgagebot LOS

Job description

About MCU

At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 600,000 individuals. With each new generation we have the pleasure of interacting with, we maintain the credit union promise of people helping people.

About MCU

At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 600,000 individuals. With each new generation we have the pleasure of interacting with, we maintain the credit union promise of people helping people.

Our Mission

To help hard-working New Yorkers build better tomorrows

Our Vision

Be New York's most loved financial institution by helping our members build their best financial futures

Overview

The Mortgage Sales Assistant is responsible for assisting the Mortgage Sales Team with member applications, appointment scheduling, member documentation, reporting and referral/lead tracking. Responsibilities also include assisting with general mortgage inquiries and gathering documentation from potential applicant(s) and/or Mortgage Representatives and uploading into LOS. Individual will ensure compliance with MCU and third-party loan policies and federal, state and NCUA rules, regulations and laws. This position is focused on the administrative side of the originations process and is responsible for supporting the rest of the team in this capacity. Providing members with the highest level of member service

Responsibilities

Specific duties include, but are not limited to, the following:

• Build lifetime quality financial relationships with each member by providing competitive products and excellent service.
• Answers all incoming calls from general information phone lines.
• Returns calls for general information to prospective borrowers.
• Refers calls to the appropriate person within the Lending Sales and Operations teams.
• Mails applications, brochures, or other appropriate material to calling members as requested.
• Pre-qualifies applicants.
• Takes applications over the phone.
• Prepare daily, weekly and monthly sales tracking and member satisfaction survey reports using Microsoft Excel and internal reports.
• Monitor member submitted applications and import new loans into Mortgagebot LOS from POS.
• Support MLOs with document collections and member follow up. Complete and send notice of incomplete (NOI) when required.
• Schedule appointments for the Mortgage Loan Officers.
• Respond to telephone calls and emails directed to the Mortgage team and assist with general inquiries related to approval process, mortgage statuses and loan programs.
• Review and process paperwork submitted by Mortgage Loan Officers and members. Scan/upload application documents into Mortgagebot LOS.
• Coordinates and communicates with MLO, members, processors to ensure the mortgage application process is smoothly completed with accurate documentation.
• Pipeline management – multiple loans in a fast-paced work environment
• Identify opportunities to cross sell additional products and services to support member’s financial needs.
• Achieve referral goals set to deepen member relationships with MCU and support deposit growth goals.
• Perform other related duties as requested and special projects as assigned.

Requirements

• Associate’s degree, or equivalent experience, plus 1 year of experience in a first or second residential lending origination environment
• Familiar with DocMagic a plus
• NMLS will be required
• Ability to perform in a high-volume environment and meet deadlines while maintaining exceptional attention to detail.
• Technologically proficient.

Why you'll be a good fit:

Our Core Values are an integral part of who we are and who we hire. By living our Core Values, every day, we continue to attract the best and brightest talent, achieve unsurpassed results and continuously challenge ourselves to be better than yesterday. These values are at the heart of our organization and within every teammate. To be a great fit, you’ll bring the following

Results

- We are passionate about winning.

Agility

- We proactively anticipate, respond and pivot to ensure MCU wins.

Integrity

- We operate with the highest ethical standards and highest degree of honesty.

Belonging

- We cultivate a culture of inclusion and teamwork.

Ownership

- We take personal responsibility and hold ourselves accountable for the results.

Why You’ll Love Working Here:

The pay range for this position is between $21-42.24/hr . Actual base pay offered may vary depending on a number of factors such as job-related knowledge, skills, experience, and location. Employees in this position may also be eligible for an attendance bonus, 401(k) with an 8% employer contribution per pay period, and overtime eligibility. Benefits for this position include Medical, vision, dental, life, and disability insurance, flexible paid time off and 11 paid holidays annually.

Municipal Credit Union (MCU) is an Equal Opportunity Employer. Municipal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by applicable federal, state or local laws.

We are committed to hiring, training, cultivating, promoting, and celebrating an environment where we have a welcoming and fulfilling place for all people to call home. Diversity of race, thought, sexual orientation, age, veteran status, religion, and disability will empower us to thrive as individuals, as teams, and as an organization.