Mortgage Sales Support Coordinator

North Shore Bank; Minnesota; On-site; USD 40,000 - 55,000; Full time

Job summary

A leading community bank is seeking a Sales Support Coordinator to enhance its Mortgage team. The coordinator will manage loan documentation, support loan officers, and administer the CRM system. Candidates with a background in real estate or mortgage and strong organizational skills are encouraged to apply. Enjoy a competitive salary and a supportive work environment in Duluth, MN.

Benefits

Medical, Vision and Dental Insurance

401(k) with Employer Match

Paid Time Off and Holidays

Parking Reimbursement

Employee perks and discounts

Qualifications

• 3+ years of real estate or mortgage experience preferred.
• Self-motivated with the ability to work independently.
• Strong computer skills with the ability to learn new software.

Responsibilities

• Order title, appraisal and flood reports, and coordinate follow-ups.
• Monitor Loan Officer's active pipeline and communicate with customers.
• Update CRM data and provide marketing to Loan Officers.

Skills

Customer Service

Organizational Skills

Time Management

Problem Resolution

Education

Two-year college degree preferred

Tools

Microsoft Word

Microsoft Excel

Encompass360

Job description

FDIC-Insured - Backed by the full faith and credit of the U.S. Government

FDIC-Insured - Backed by the full faith and credit of the U.S. Government North Shore Bank of Commerce

Job Opening

North Shore Bank is a locally-owned and managed, independent community bank that has proudly served the Duluth area for over 100 years! We specialize in providing personalized banking solutions and building lasting relationships with our customers.

We are currently seeking a Sales Support Coordinator to join our Mortgage team! The coordinator will support a team of Loan processors and Loan officers in managing a pipeline of loans. This role will obtain and organize documentation and will manage the Loan officer’s CRM system.

At North Shore Bank, we offer competitive pay, a comprehensive benefits package, and a fun, team-oriented work environment. This position is based onsite in Duluth, MN. North Shore Bank is an Equal Opportunity Employer.

Responsibilities:

• Assist Processor: Order title, appraisal and flood reports, as well as Verification of Employment, if required and coordinate any follow up necessary to obtain documents in a timely manner. Obtain property documentation including property taxes and insurance information.
• Daily Pipeline Management: Monitor Loan Officer(s) active pipeline of prospective and pre-approved customers. Communicate with customers around documentation needing signatures or the review of time sensitive documents. Update Loan Officer(s) and/or Loan Processor(s) when applicable.
• Administer CRM system: Mine CRM data for past customers with a potential mortgage need. Provide regular marketing to Loan Officer(s) future, present and past customers. Update database as customers close on new mortgage to ensure accuracy.
• Post-Close: Finalize closed files and move them to appropriate file location. Ensure customer’s CRM profile is accurate and set up for post-close marketing.
• Perform other duties as assigned.

Qualifications:

• Two-year college degree preferred, but not required with the appropriate technical experience and skills based on prior experience.
• 3+ years of real estate or mortgage experience in the financial or real estate industry with emphasis on sales, customer service and sales support preferred, but will train the right candidate.
• Excellent customer service and relationship building skills. Must display professionalism in both written and verbal form.
• Excellent organizational and time management skills.
• Self-motivated with the ability to work independently and a desire for problem resolution and taking a project to completion.
• Strong computer skills, including Microsoft Word and Excel, and ability to learn new software. Preferred experience with Encompass360.
• Medical, Vision and Dental, Life, Disability, Flexible Spending Accounts, HSA, EAP, Wellness Program
• 401(k) with Employer Match and Profit Sharing
• Paid Time Off, Personal Day, Flex Time, Volunteer Hours & Paid Holidays
• Parking Reimbursement
• Employee perks and discounts
• Fun and friendly family-owned work environment