71 Mortgage Sales Assistant Jobs in Amherst, NY
KeyBank is Hiring a Mortgage Sales Assistant Near Amherst, NY
About The Job (job Brief)This individual will be responsible for supporting assigned Mortgage Loan Officers with the day-to-day operations and sales activities of residential mortgage lending.
Essential Job Functions
- Assemble application data, and submit complete package to processing/set up
- Assist in the day-to-day processing, document tracking and gathering/forwarding of all required documents as it relates to mortgage originations
- Prioritize and route incoming sales calls, as well as any customer correspondence
- Primary liaison with all levels of origination/support staff, Key employees, and any external contacts
- Follows up with clients on missing or supporting documentation needed to complete application
- Provides loan officer with sales support for marketing to past clients and COI's, including mailers, flyers and email blitzes
- Prepares presentations, and marketing materials, for meetings and special events
- Maintain Weekly Pipeline calls with support staff, as well as managing to rate lock expirations
- Reviews appraisals, and mortgage loan commitments with loan officers
- Reviews loan amounts, values, and any required outstanding conditions, that are warranted to move the loan to closing
- Ensures movement of loans through pipeline
- Pulls various production reports for monthly review of loan officer, district, and branch goals
- Coordinates meetings and training sessions on behalf of sales manager/loan officer
- Must adhere to pertinent laws, regulations, Key’s Compliance Policy and external compliance requirements
- High school diploma or equivalency required
- Minimum two years banking experience, with an emphasis on mortgage sales and operations
- A working knowledge of FNMA, FHLMC, FHA, VA, TIL regulations, Equal Credit Opportunity Act, RESPA regulations, local and state real estate and finance laws.
- Proficient in sales and service skills; including tele-consulting, prospecting, networking and COI relationship management
- Proven success working in fast-paced, high volume environments
- Demonstrated knowledge of purchase lending requirements and documentation
- Strong administrative, organizational skills, and ability to prioritize multiple tasks
- Excellent written and verbal communication skills
- Detail Oriented, with Strong Proficiency in Word, Excel, and PowerPoint
- Must have ability to work independently, and to manage loan origination pipeline to deadline dates
- Commitment to superior customer service, with a high level of confidentiality
- Extensive knowledge of products, services, policies and procedures for mortgage sales
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 07/01/2024
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
Job Summary
Full Time
Banking
$55k-76k (estimate)
06/07/2024
07/05/2024
key.com
TOLEDO, OH
15,000 - 50,000
1849
Public
RICK GRAY
$5B - $10B
Banking
Related Companies
About KeyBank
KeyBank is a provider of personal and commercial banking products and services for businesses and individuals.
The job skills required for Mortgage Sales Assistant include Mortgage Loans, Loan Origination, Customer Service, Verbal Communication, Commitment, Organizational Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Mortgage Sales Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Mortgage Sales Assistant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Mortgage Sales Assistant positions, which can be used as a reference in future career path planning. As a Mortgage Sales Assistant, it can be promoted into senior positions as a Mortgage Loan Officer III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Mortgage Sales Assistant. You can explore the career advancement for a Mortgage Sales Assistant below and select your interested title to get hiring information.
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