Mortgage Direct Sales Assistant
Essential Duties And Responsibilities
- Completes quality assurance tasks to ensure that files are moving from the beginning stages of a refinance/purchase loan to the next steps in the fulfillment process.
- Confirms and review all documentation needed at time of application with the customer to ensure the file will meet the 7-Day submission requirement.
- Sets up and copies all components to the file prior to processing.
- Prepares/sends out preliminary loan documentation.
- Serves as a liaison between MLO and the customer until file is sent to fulfillment for processing.
- Affords assistance in all other areas of the loan as necessary to provide additional support and efficiency.
- Hard stops files for lack of completion and ensures completeness before moving forward.
- Accompanies each customer through the welcoming stage of their loan by communicating all welcome and follow-up calls.
- Maintains a pipeline of incoming and current loan files.
- Manages time throughout the day with in-progress and incoming tasks to be completed in a timely manner.
- Maintains professionalism within verbal and written communications.
- Reviews confidential information such as: credit reports, guideline specifics to each loan, purchase/sale agreements, personal income/asset documentation, etc.
- Affords assistance in Minimum Submission scores and the overall experience for every customer.
Qualifications
- High school diploma or equivalent.
- Broad understanding of residential mortgage loans.
- Proven computer skills with knowledge of windows based applications.
- Knowledge of federal lending regulations governing residential real estate lending.
- Demonstrated leadership and organizational skills.
- Strong written and verbal communications skills.
- Demonstrated teamwork and customer service skills.
- Ability to analyze policies, procedures and guidelines in a way that maximizes productivity but protects the level of risk desired.
- Ability to learn and apply knowledge of conventional, government, portfolio guidelines and the computer loan application system.
- Ability to observe/review detailed documentation.
- Strong work ethic and excellent time management skills.
Skills
- Safeguarding customer and bank information.
- Interacting with customers and colleagues.
- Managing time and tasks.
- Reviewing and analyzing documents.
- Communicating effectively verbally and in writing.
Benefits
Mortgage Direct Sales Assistant At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
Pay
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Schedule
Not specified.