Mortgage Production Associate
Cornerstone Capital Bank · Bozeman, MT · 6 days ago
FinanceFull-time
About the role
This position assists the Loan Officer in preapproving clients to secure mortgage financing for home purchases and refinances. The ideal candidate will bring enthusiasm, attention to detail, and a servant's heart to this role.
Responsibilities
- Create and follow an efficient system to follow up with leads and preapproved borrowers
- Take a complete and accurate loan application
- Request and follow up on required documentation from our clients
- Accurately calculate income for hourly and self-employed borrowers
- Run product and pricing scenarios
- Research alternative/non-QM options to help serve a wide variety of borrowers
- Prepare preapproval letters and loan comparisons for borrowers
- Provide extraordinary customer service to both internal and external customers
- Meet goals regarding time frames - we always close our clients on time
- Work within a database
- Run opportunity analysis for clients who may benefit from a refinance
- Create open house flyers and other promotional flyers and marketing pieces
- Prioritize your daily tasks and work efficiently
- Market, service, and promote the Company’s loan products
- Maintain product knowledge and stay up-to-date on changes to market conditions
- Comply with all applicable laws and regulations related to mortgage lending
- Communicate with borrowers, processors, operations staff, title companies, Realtors, etc., to expedite the mortgage process
Requirements
- Time management skills
- Organization
- Positive attitude
- Excellent customer service skills
- Very detail oriented
- To ensure proper calculations and time frames
- Strong written and verbal communication skills
- Strong computer and technology-related skills
- Extremely organized
- Computer savvy and strong ability to pick up quickly on new systems
- Calm and confident under pressure
- Thrives in a fast-paced work environment
- Ability to follow up with multiple prospects daily
- Strong organizational, problem-solving, and analytical skills required
- CRM/Salesforce experience and knowledge of working within a database are a plus
- Professional demeanor
- Self-motivated, ability to stay on task independently and prioritize while working remotely
- Open to constructive feedback and ability to learn new concepts
- NMLS license (preferred)
Qualifications
Successful candidates will have a high school diploma or equivalent and a minimum of 2 years of relevant experience in a similar role. A bachelor's degree in a related field is preferred.
Skills
- Time Management
- Organization
- Customer Service
- Detail Oriented
- Written Communication
- Verbal Communication
- Computer Skills
- Problem Solving
- Product Knowledge
- Legal Compliance
- Communication Skills
Benefits
- Medical
- Dental
- Vision
- Accidental Death
- Long-Term Disability
- Short-Term Disability
- FSA
- HSA
- 401K
- Basic Life
- Voluntary Life
- Paid Parental Leave
Pay
Competitive salary
Schedule
Full-time