Remote Mortgage Sales Support Specialist

Municipal-Credit-Union; New York (NY); Remote; USD 29,000 - 58,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

Life insurance

Disability insurance

Flexible PTO

Paid holidays

401(k) match

Attendance bonus

Overtime eligibility

Job summary

Municipal Credit Union in New York, NY seeks a Mortgage Sales Assistant to support the Mortgage Sales Team with member applications, scheduling, documentation, and reporting. You will upload documents into LOS and help ensure policy compliance.

This role emphasizes administrative origination support, cross-functional liaison, and delivering high-quality member service. NMLS is required; DocMagic familiarity is a plus.

Qualifications

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

Responsibilities

• Build lifetime quality financial relationships with members through competitive products and service.
• Answer all incoming calls from general information lines.
• Return calls for general information to prospective borrowers.
• Refer calls to the appropriate Lending Sales and Operations teams.
• Mails applications, brochures, or material to members.
• Pre-qualify applicants.
• Take applications over the phone.
• Prepare daily, weekly and monthly sales tracking and reports using Excel.
• Monitor submitted applications and import loans into Mortgagebot LOS.
• Support MLOs with document collections and NOI when required.
• Schedule appointments for Mortgage Loan Officers.
• Respond to inquiries about the approval process and loan programs.
• Review and process paperwork submitted by Mortgage LOs and members.
• Scan/upload documents into Mortgagebot LOS.
• Coordinate with MLOs, members, processors for smooth processing.
• Pipeline management for multiple loans in a fast-paced environment.
• Identify cross-sell opportunities to meet member needs.
• Achieve referral goals to deepen relationships and deposits.
• Perform other duties and special projects as assigned.

Skills

Customer service

Mortgage knowledge

High-volume environment

Communication

Education

Associate's degree or equivalent experience

Tools

DocMagic

Job description

Municipal Credit Union in New York, NY seeks a Mortgage Sales Assistant to support the Mortgage Sales Team with member applications, scheduling, documentation, and reporting. You will upload documents into LOS and help ensure policy compliance.

This role emphasizes administrative origination support, cross-functional liaison, and delivering high-quality member service. NMLS is required; DocMagic familiarity is a plus.