Mortgage Sales Coordinator

Position Summary

The Mortgage Sales Coordinator plays a key role in supporting the retail mortgage sales team. This multifaceted position combines responsibilities from marketing coordination and sales support to ensure efficiency, consistency, and high-quality service delivery.

Responsibilities

• Provide backup support for the retail mortgage phone/chat queues and manage the weekly schedule for loan officers.
• Cook up logistics for internal and external events and trainings, including scheduling, setup, marketing, and ordering promotional items.
• Serve as a liaison between the mortgage sales team and the Marketing department.
• Conduct monthly strategy meetings with MLOs to identify marketing opportunities and assist with related requests.
• Work with the Marketing department on the design and production of graphics for social media, flyers, presentations, and co-branded marketing materials.
• Monitor and manage the supply of marketing materials, swag, and closing gifts for the real estate team; reorder as needed.
• Support the VP of Real Estate Production with monthly reports, including MLO marketing activity and social media analytics.
• Collaborate with Marketing to produce monthly MLO newsletters, follow-up communications, and Salesforce data uploads for leads from events.
• Track and manage leads received from internal departments, online platforms, and email inquiries.
• Assist MLO’s with borrower follow up and collection of documents to ensure timely file submissions.
• Review loan files for completeness and prepare them for submission to Processing.
• Submit lock requests and extensions, and assist in preparing pre-qualification letters when loan support is needed during the absence of a MLO.
• Facilitate communication and coordination between MLOs and Operations on file-specific needs, including documentation and status updates.
• Stay informed of changes to mortgage lending products, credit union and investor guidelines, and compliance regulations.
• Provide backup assistance to the lock desk as needed.

Qualifications

• Bachelor’s degree in business or a related field preferred.
• Minimum 2 years of mortgage experience required.
• Knowledge of Texas Home Equity Loan processes is preferred.
• Must be bondable by a credit union.
• Requires registration as a MLO with the Nationwide Mortgage Licensing System (NMLS) and Registry on an annual basis in addition to maintaining updates as needed. Initial registration is required immediately upon hire.
• To perform this job successfully, an individual should have knowledge and be efficient with the use of a personal computer, Microsoft Office products, Credit Bureau Systems and financial calculators.
• Proficiency in Encompass and Salesforce is preferred.
• Ability to learn and train others in the use of specialized mortgage lending software may be required.
• Prior experience with Desktop Underwriter and/or Loan Prospector underwriting systems preferred.
• Must have reliable internet access of 50MBPS which is the minimum speed required to connect to several of our systems and platforms.

Other Qualifications

• Must have excellent judgment skills to make quick decisions within written policy and standard operating procedures.
• Working knowledge of credit union's products and services, policies, and the Federal Credit Union Act including bylaws and regulations that apply to federally chartered credit unions is required.
• Ability to understand and make recommended changes to Standard Operating Procedures and familiarity with state and federal NCUA regulations required.
• Additional regulations applicant should understand include, but are not limited to: HMDA, Regulation Z, Regulation B, TRID, the FHLMC, FNMA, FHA rules and processes.