Mortgage Sales Assistant

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

📋 Description

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

• Assist with general inquiries related to mortgages.

• Collect documentation from potential applicants and/or Mortgage Representatives and upload it into the Loan Origination System (LOS).

• Ensure adherence to MCU and third-party loan policies as well as federal, state, and NCUA rules, regulations, and laws.

• Deliver a high level of service to members.

• Handle incoming calls and return calls to prospective borrowers.

• Direct calls to the appropriate Lending Sales and Operations team members.

• Send applications, brochures, and other materials to members via mail.

• Pre-qualify applicants and conduct applications over the phone.

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

• Monitor submitted applications and import new loans into Mortgagebot LOS from Point of Sale (POS).

• Assist Mortgage Loan Officers (MLOs) with document collection and member follow-up.

• Issue and send notices for incomplete applications as necessary.

• Schedule appointments for Mortgage Loan Officers.

• Respond to calls and emails directed to the Mortgage team, assisting with inquiries regarding approval processes, mortgage statuses, and loan programs.

• Review and process paperwork submitted by Mortgage Loan Officers and members.

• Scan and upload application documents into Mortgagebot LOS.

• Coordinate and communicate with MLOs, members, and processors to ensure a seamless mortgage application process with accurate documentation.

• Manage multiple loans in a fast-paced environment.

• Identify opportunities to cross-sell additional products and services.

• Meet referral goals and assist in achieving deposit growth objectives.

• Perform other related duties and special projects as assigned.

⛳️ Requirements

• Associate’s degree or equivalent experience.

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

• Familiarity with DocMagic is advantageous.

• NMLS certification will be required.

• Ability to thrive in a high-volume environment while meeting deadlines and maintaining outstanding attention to detail.

• Proficient in technology.

🏝️ Benefits

• Eligibility for attendance bonuses.

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

• Overtime eligibility.

• Medical insurance coverage.

• Vision insurance coverage.

• Dental insurance coverage.

• Life insurance coverage.

• Disability insurance coverage.

• Flexible paid time off.

• 11 paid holidays annually.