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PSECU · 12 hours ago

Mortgage Sales Support Specialist

Harrisburg, PA

Full-time

Hybrid

Mid Level

3+ years exp

PSECU is a Pennsylvania State Employees Credit Union that has been strong for 90 years, focusing on helping individuals achieve more. They are seeking a Mortgage Sales Support Specialist to assist loan officers throughout the mortgage loan origination process, ensuring excellent customer service and effective communication with clients and referral partners.

BankingFinancial ServicesLendingNon Profit

Responsibilities

Support the mortgage originator(s) on all aspects of loan transaction from file pre-qualification through loan closing. Must function well autonomously with little or no supervision or direction

Use Credit Union Resources to: Handle incoming call and email communications related to Originators loan files

Application entry into the LOS

Pull credit on loan files

Establish full file setup for Originator including MI quotes, order and interpret AUS findings and produce accurate preliminary estimated fee worksheets

Collect needed loan file documentation from borrowers

Submit loan files in a timely manner to be disclosed, underwritten, and approved

Review timelines, prequalification letter, estimated fee worksheet, loan disclosure documents, conditional approval letter with conditions and CD with borrowers

Follow-up to keep realtors, builders and borrowers informed throughout the loan process

Maintain communication with processors and underwriters for loan status and ensure loan file gets cleared to close on time

Review pipelines to be sure all new loans are decisioned to meet RESPA compliance

Accurate database entry/management to ensure addition of all new professional contacts and relationships

Preparation of marketing flyers for new home listings and open house sheets for realtor and builder referral partners

Performs all necessary procedures as assigned and is involved in writing and updating procedures

Assists with projects as assigned in support of Revenue Growth and Lending mission and objectives

Assist with testing of LOS upgrades or new products

Display professionalism in dress attire when meeting borrowers, realtors, etc

Maintain confidentiality, in particular with credit union account information, as well as other information designated as confidential

Resolve borrower/member issues professionally whether over the phone, in person or through correspondence. Recognize early signs of borrower/member disservice and staff related problems and convey concerns and or problems promptly to immediate supervisor

Other duties and responsibilities as assigned

Qualification

Mortgage loan originationSales experienceFNMAE certificationNMLS/MLO certificationAttention to detailCustomer serviceWritten communicationVerbal communication