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BOK Financial · 1 day ago

Sales Assistant, Mortgage (80695)

Oklahoma City, OK, US, 73102

Full-time

Onsite

Entry Level

1+ years exp

BOK Financial is a stable and financially strong organization dedicated to helping people achieve their dreams of homeownership. The Sales Assistant in the Mortgage division plays a vital role in supporting Loan Officers by handling administrative tasks and fostering client relationships to increase loan volume.

BankingCredit CardsFinancial Services

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

NMLSPC skillsCommunication skillsFile maintenanceInterpersonal 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