Mortgage Sales Assistant

This is a fully remote position, open to applicants in Texas.

📋 Description

• Performs a variety of tasks related to the daily sales operations of Mortgage Loan Originators.

• Serves as the primary point of contact for communications between the MLO, sourcing agents, customers, vendors, and sales support.

• Responsible for managing and mitigating risks.

• Collaborates with customers to establish clear expectations.

• Confirms appointments and reviews documentation with clients.

• Ensures all file components are complete before processing.

• Provides support for marketing initiatives.

• Acts as a liaison between Loan Consultant and Sales Support.

• Fosters relationships with Realtors, Builders, Appraisers, and Title Companies.

• Confirms and/or cross-sells additional banking products.

• Assists in various other areas as required.

⛳️ Requirements

• High school diploma or equivalent qualification.

• At least one year of experience in customer service, mortgage processing, or loan originations.

• Comprehensive understanding of residential mortgage loans.

• Proven proficiency in computer skills, particularly with Windows-based applications.

• Familiarity with federal lending regulations that govern residential real estate lending.

• Demonstrated leadership and organizational capabilities.

• Excellent written and verbal communication skills.

• Ability to efficiently analyze policies, procedures, and guidelines.

• Capacity to learn and apply knowledge of various mortgage guidelines and loan application systems.

• S.A.F.E. Act registration is mandatory at the start of employment.

🏝️ Benefits

• Comprehensive benefits programs.

• Unique compensation packages.

• Performance-based incentive compensation plan.

• Opportunity to positively impact the lives of customers.