Mortgage Sales Support Specialist

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

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.