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BOK Financial · 3 days ago

Sales Assistant, Mortgage

Phoenix, AZ

Full-time

Onsite

Entry Level

1+ years exp

BOK Financial Corporation is a stable and financially strong organization that provides excellent training and development. They are seeking a Sales Assistant in their Mortgage division to support Loan Officers by managing customer relationships, assisting in loan processing, and employing marketing strategies to generate new business.

BankingCredit CardsFinancial Services

Hiring Manager

Corrine Castro

Responsibilities

You will effectively communicate across all levels and have contact with clients, internally and externally as well as talk to realtors, processors, closers, sales leaders, and more

You will combine all the missing pieces of the puzzle and keep everyone informed on the loan file and what happens next

You will be the second point of contact and respond to client questions and concerns when the loan officer is not available

You will input loans, request docs, reconcile and step in at any point prior to the loan going to underwriting

You’ll use multiple systems to access information in a very structured way

You will use your marketing savvy to help the Loan Officer/s grow and strengthen their business. You may educate prospects on social media or drop off marketing materials for realtors

Qualification

NMLSFile maintenancePC skillsCommunication skillsInterpersonal skills

Required

Completion of Associate's Degree or 1 year general office experience

Thorough working knowledge of: file maintenance, English grammar, appropriate standards regarding letters, memorandums, composition, and proper telephone etiquette

Good PC and software application skills

Good interpersonal, verbal and written communication skills

Ability to handle multiple tasks in a competent and professional manner

NMLS required