Assistant Mortgage Banker - Inside Sales

Duties & Responsibilities

• Conduct weekly pipeline reviews with each Senior Vice President to assess loan pipeline status, milestone progression, and overall loan movement.
• Attend weekly Senior Vice President team meetings to address questions and provide data-driven insights on improving loans’ days in process.
• Implement process improvement strategies to reduce administrative burden for Senior Vice Presidents, enabling greater focus on sales leadership and coaching.
• Ensure the borrower’s Uniform Residential Loan Application (URLA/Form 1003) is accurate, complete, and ready for processing.
• Send introductory communications to borrowers, including Junior Mortgage Banker introductions and initial documentation requests.
• Capture the borrower’s application fee in accordance with company procedures.
• Confirm all required borrower e-signatures are completed in a timely manner.
• Support the Mortgage Analyst in transitioning loan files to the processing stage.
• Absorb and coordinate property inspections and scheduling with borrowers, vendors, and contractors as needed.
• Maintain an up-to-date tracking report for Senior Vice Presidents and Bankers that reflects active loan files and current statuses.
• Coordinate and schedule loan closings with all relevant parties.

Requirements

• High school diploma or equivalent required.
• 2+ years of experience in mortgage lending or mortgage sales support.
• Experience with Encompass loan origination software.
• Knowledge of current conventional loan guidelines, including Fannie Mae, Freddie Mac, and Ginnie Mae requirements.
• Knowledge of current FHA and VA loan guidelines.
• Proficiency with Microsoft Office products, including Excel, Word, and Outlook.
• Demonstrated ability to communicate professionally while maintaining a friendly and approachable demeanor.
• Creative and proactive problem-solver.
• Strong time management and organizational skills.

What We Offer

• Base Salary plus bonus.
• Generous paid time off plus sick time.
• Health, Dental, and Vision insurance plans.
• HSA and FSA insurance plans available.
• Complimentary Employee Assistant Program (EAP).
• Paid time off that increases with length of employment.
• Company paid life insurance.
• 401k with partial company matching.
• Big bank resources with small bank feel.

Salary Description

$36,000 + Bonus