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Municipal Credit Union · 3 days ago

Mortgage Sales Assistant

NYC Metro Area

Full-time

Onsite

Entry Level

$17/hr - $28/hr

1+ years exp

Municipal Credit Union is dedicated to providing affordable financial products and services to its members. The Mortgage Sales Assistant is responsible for supporting the Mortgage Sales Team with member applications, appointment scheduling, and general mortgage inquiries, while ensuring compliance with various regulations.

BankingFinanceFinancial Services

Responsibilities

Build lifetime quality financial relationships with each member by providing competitive products and excellent service

Answers all incoming calls from general information phone lines

Returns calls for general information to prospective borrowers

Refers calls to the appropriate person within the Lending Sales and Operations teams

Mails applications, brochures, or other appropriate material to calling members as requested

Pre-qualifies applicants

Takes applications over the phone

Prepare daily, weekly and monthly sales tracking and member satisfaction survey reports using Microsoft Excel and internal reports

Monitor member submitted applications and import new loans into Mortgagebot LOS from POS

Support MLOs with document collections and member follow up. Complete and send notice of incomplete (NOI) when required

Schedule appointments for the Mortgage Loan Officers

Respond to telephone calls and emails directed to the Mortgage team and assist with general inquiries related to approval process, mortgage statuses and loan programs

Review and process paperwork submitted by Mortgage Loan Officers and members. Scan/upload application documents into Mortgagebot LOS

Coordinates and communicates with MLO, members, processors to ensure the mortgage application process is smoothly completed with accurate documentation

Pipeline management – multiple loans in a fast-paced work environment

Identify opportunities to cross sell additional products and services to support member’s financial needs

Achieve referral goals set to deepen member relationships with MCU and support deposit growth goals

Perform other related duties as requested and special projects as assigned