Mortgage Sales Assistant

About the Role

Municipal Credit Union believes that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 600,000 individuals. Our Mission is to help hard-working New Yorkers build better tomorrows, and our Vision is to be New York's most loved financial institution by helping our members build their best financial futures.

The Mortgage Sales Assistant is responsible for assisting the Mortgage Sales Team with member applications, appointment scheduling, member documentation, reporting, and referral/lead tracking. This position is focused on the administrative side of the originations process and is responsible for supporting the rest of the team in this capacity.

Responsibilities

• Build lifetime quality financial relationships with each member by providing competitive products and excellent service.
• Answer all incoming calls from general information phone lines and return calls for general information to prospective borrowers.
• Refer calls to the appropriate person within the Lending Sales and Operations teams.
• Mail applications, brochures, or other appropriate material to calling members as requested.
• Pre-qualify applicants and take applications over the phone.
• Prepare daily, weekly, and monthly sales tracking and member satisfaction survey reports using Microsoft Excel and internal reports.
• Monitor member-submitted applications and import new loans into Mortgagebot LOS from POS.
• Support MLOs with document collections and member follow-up.
• Complete and send notice of incomplete (NOI) when required.
• Schedule appointments for the Mortgage Loan Officers.
• Respond to telephone calls and emails directed to the Mortgage team and assist with general inquiries related to approval process, mortgage statuses, and loan programs.
• Review and process paperwork submitted by Mortgage Loan Officers and members.
• Scan/upload application documents into Mortgagebot LOS.
• Coordinate and communicate with MLO, members, processors to ensure the mortgage application process is smoothly completed with accurate documentation.
• Pipeline management – multiple loans in a fast-paced work environment.
• Identify opportunities to cross-sell additional products and services to support member’s financial needs.
• Achieve referral goals set to deepen member relationships with MCU and support deposit growth goals.
• Perform other related duties as requested and special projects as assigned.

Requirements

• Associate’s degree, or equivalent experience, plus 1 year of experience in a first or second residential lending origination environment.
• Familiarity with DocMagic is a plus.
• NMLS will be required.
• Ability to perform in a high-volume environment and meet deadlines while maintaining exceptional attention to detail.
• Technologically proficient.

Qualifications

Our Core Values are an integral part of who we are and who we hire. By living our Core Values, every day, we continue to attract the best and brightest talent, achieve unsurpassed results, and continuously challenge ourselves to be better than yesterday. These values are at the heart of our organization and within every teammate. To be a great fit, you’ll bring the following: Results - We are passionate about winning. Agility - We proactively anticipate, respond, and pivot to ensure MCU wins. Integrity - We operate with the highest ethical standards and highest degree of honesty. Belonging - We cultivate a culture of inclusion and teamwork. Ownership - We take personal responsibility and hold ourselves accountable for the results.

Benefits

• Medical, vision, dental, life, and disability insurance.
• Flexible paid time off and 11 paid holidays annually.
• 401(k) with an 8% employer contribution per pay period.
• Overtime eligibility.
• Attendance bonus.

Pay

The pay range for this position is between $21-42.24/hr. Actual base pay offered may vary depending on a number of factors such as job-related knowledge, skills, experience, and location.