KeyBank · 1 day ago
Mortgage Sales Support Officer
United States
Full-time
Remote
Entry Level
$20.67/hr - $31.25/hr
1+ years expKeyBank is a national association that provides banking services, and they are seeking a Mortgage Sales Support Officer to assist Home Lending Loan Officers with day-to-day operations and sales activities in residential mortgage lending. The role includes managing application data, coordinating with clients and operations partners, and ensuring a smooth loan origination process.
Banking
Responsibilities
Assemble application data, and submit complete package to processing/set up
Assist in the day-to-day processing, document tracking and gathering/forwarding of all required documents as it relates to mortgage originations
Acts as a liaison between the Loan Officer, the client and operations partners to ensure a seamless process
Prioritize and route incoming sales calls, as well as any customer correspondence
Primary liaison with all levels of origination/support staff, Key employees, and any external contacts
Follows up with clients on missing or supporting documentation needed to complete application
Maintain Weekly Pipeline calls with support staff, as well as managing to rate lock expirations
Reviews appraisals, and mortgage loan commitments with loan officers
Reviews loan amounts, values, and any required outstanding conditions, that are warranted to move the loan to closing
Ensures movement of loans through pipeline
Pulls various production reports for monthly review of loan officer and branch goals
Must adhere to pertinent laws, regulations, Key’s Compliance Policy and external compliance requirements
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key
Qualification
Required
High School Diploma or equivalency experience
1+ years Banking experience, with an emphasis on mortgage sales and operations
Working knowledge of FNMA, FHLMC, FHA, VA, TIL regulations, Equal Credit Opportunity Act, RESPA regulations, local and state real estate and finance laws
Proficient in sales and service skills; including tele-consulting, prospecting, networking and COI relationship management
Detail Oriented, with Strong Proficiency in Word, Excel, and PowerPoint
Must have ability to work independently, and to manage loan origination pipeline to deadline dates
Preferred
Knowledge of products, services, policies and procedures for mortgage sales
Demonstrated knowledge of purchase lending requirements and documentation
Experience with Mortgage Loan Origination software
Company
KeyBank
At KeyBank we’ve made a promise to our clients that they will always have a champion in us.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Chris Gorman
Chairman, Chief Executive Officer, and President, KeyCorp
Holly Santoro
Executive Administrator to the Chairman & CEO
Recent News
2023-08-28
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