Mortgage Sales Assistant

Date posted:

Department:

Lending

Location:

Manhattan (Retail Branch), NY

Salary range:

USD 40,000 - USD 45,000

Description:

In this role you will be responsible for assisting the Mortgage Originations team with member applications, appointment scheduling, member documentation, reporting and rates. Responsibilities also include assisting with general mortgage inquiries and gathering documentation from potential applicant(s) and/or Mortgage Loan Officers and uploading into Radstar. In this role, individual will determine the applicant’s financial needs and promote mortgage products/services that meet those needs. Individual will ensure compliance with UNFCU and third party loan policies and federal, state and NCUA rules, regulations and laws.

Accountabilities:

Prepare daily, weekly and monthly sales tracking reports using Microsoft Excel and Crystal Reports.

Import new loans from Mortgagebot to FICS.

Compile competitive market analysis as needed.

Schedule appointments for the Mortgage Representatives.

Respond to telephone calls and emails directed to the Mortgage Centre and assist with general inquiries related to interest rates, closing costs and loan programs.

Review and process paperwork submitted by Mortgage Representatives and members. Scan application documents into document management system.

Review and distribute incoming emails and correspondence.

Assist with Mortgage Centre promotional activities, i.e. seminars, webinars, Realtor Days, etc.

Perform all clerical functions for the Mortgage Centre (i.e. filing, maintenance of databases, photocopying, meeting minutes and mailing thank you letters and promotional give-aways).

Qualifications:

Individual must possess excellent member service skills, as well as a strong sales orientation with good organizational and communication skills. Minimum of Associate’s degree or equivalent experience, plus 1 year experience in a first or second residential lending origination environment, required. Intermediate to advanced proficiency in Microsoft Excel is also required. Additional strong PC skills, including MS Office and Crystal Reports, preferred. Willingness to work flexible hours and in a team environment required. Professional manner and appearance also required.

Registration with the National Mortgage Loan Originator Registry is required, including a criminal background check and fingerprinting.

Position requires some travel between Manhattan branch and Long Island City, Queens, headquarters office to assist with coverage and attend meetings and training classes.