BECU · 9 hours ago
Mortgage Sales Assistant I
Washington, United States
Full-time
Hybrid
Entry Level
$21.65/hr - $31.44/hr
2+ years expBECU is a financial institution dedicated to serving its members with a people-first philosophy. As a Mortgage Sales Assistant I, you will support mortgage applications by ensuring accuracy, coordinating marketing efforts, and collaborating with internal teams to enhance the lending experience.
Banking
Responsibilities
Ensure Loan Accuracy & Quality: Review mortgage applications and supporting documentation to ensure completeness and quality, updating files directly or collaborating with Mortgage Loan Originators, members, and partners to gather missing information
Support Loan Progression: Review Notices of Incomplete Application (NOIA) and approval conditions, helping secure required documentation to keep loans moving efficiently through the pipeline
Coordinate Marketing & Outreach Efforts: Order, assemble, and prepare sales and marketing materials, including support for First-Time Homebuyer (FTHB) seminars, community events, and outreach initiatives when needed
Maintain Data Integrity: Rekey loans as necessary and monitor daily reports for new mortgage applications to ensure pricing accuracy and compliance standards are met
Manage Loan Documentation Requests: Order required third-party items for loan submissions, including (but not limited to) VOE, VOR, VOD, SSAE18, tax transcripts, FHA case numbers, and Certificates of Eligibility
Monitor Compliance & Service Standards: Track pipeline exception reporting to ensure service level agreements and regulatory requirements are consistently upheld
Coach & Support Process Excellence: Provide guidance and coaching on procedural and process-related items to help teams operate efficiently and confidently
Oversee Centralized Communication Channels: Manage Mortgage Division inboxes by reviewing, responding to, evaluating, and uploading documentation into the appropriate loan files
Collaborate to Solve Challenges: Partner with mortgage production team members to analyze and resolve administrative or operational challenges within the loan origination process
Distribute Leads & Applications: Assign online leads and mortgage applications to Mortgage Loan Originators for timely review and follow-up
Handle Time-Sensitive Disclosures: Mail initial loan disclosures and decline letters within required regulatory timeframes
Coordinate with External Partners: Engage with title, escrow, appraisal, flood, employment verification, insurance, and condo project vendors to ensure all loan requirements are met
Maintain Lead Management Standards: Review mortgage lead management systems to ensure departmental service and quality standards are consistently achieved
Pitch In Where Needed: Perform additional duties as assigned, contributing to team success and operational excellence
Qualification
Required
High School Diploma or associated Certification (GED)
Minimum two years of advanced level clerical work experience
Comply with SAFE Act legislation, which requires annual registration as a Mortgage Loan Originator (MLO)
Preferred
One year of experience working in a Mortgage Lending environment
Experience working with Encompass loan origination system
Proficient math skills, with a high degree of accuracy
Proficient organizational skills
Proficient verbal and written skills to effectively communicate
Benefits
401(k) Company Match (up to 3%)
4% annual contribution to your 401(k) by BECU
Medical, Dental and Vision (family contributions as well)
PTO Program + Exchange Program
Tuition Reimbursement Program
BECU Cares volunteer time off + donation match
Company
BECU
As a member-owned, not-for-profit financial cooperative, BECU is guided by the credit union philosophy of “people helping people.” In fact, putting people over profit guides our everyday business decisions.
Founded in 1935Tukwila, Washington, USA
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Nathan Ramachandran
EVP - CTO
Ivan Seda, CFA, CPA
Deputy Chief Financial Officer
Recent News
Business Journals
2024-04-09
Puget Sound Business Journal
2023-12-13
Puget Sound Business Journal
2023-11-28
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