Mortgage Sales Assistant

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

📋 Description

• Support the Mortgage Sales Team by assisting with member applications, scheduling appointments, managing member documentation, and tracking referrals/leads.

• Handle incoming telephone calls and emails directed to the Mortgage team, addressing general inquiries about the approval process, mortgage statuses, and loan programs.

• Oversee the mortgage application process to ensure adherence to MCU policies and third-party loan regulations.

• Cultivate lasting financial relationships with members by offering competitive products and outstanding service.

• Generate daily, weekly, and monthly sales tracking and member satisfaction survey reports utilizing Microsoft Excel and internal reporting tools.

⛳️ Requirements

• Associate’s degree or equivalent experience required.

• At least 1 year of experience in either a first or second residential lending origination environment.

• Familiarity with DocMagic is a plus.

• NMLS certification will be necessary.

• Capability to thrive in a high-volume environment and meet deadlines while maintaining exceptional attention to detail.

• Technological proficiency is essential.

🏝️ Benefits

• Comprehensive medical, vision, dental, life, and disability insurance.

• Flexible paid time off policy.

• 11 paid holidays each year.

• Attendance bonus offered.

• 401(k) plan with an 8% employer contribution for each pay period.