What are the responsibilities and job description for the Mortgage Sales Assistant position at Treadstone Funding?
We are seeking a Mortgage Sales Assistant to become a part of our Kalamazoo, MI team!
Prior mortgage experience is not required. This is an opportunity to learn the mortgage industry and grow into a mortgage sales assistant role with a top-rated local lender.
A Mortgage Sales Assistant works in tandem with their Loan Officer and team throughout the loan process. They assist with lead generation and maintaining a tracking database for the team, borrower qualification, taking applications, and will work with their Processor(s) to track down outstanding conditions and communicate updates throughout the process. Sales Assistant’s will work closely with borrowers, realtors, Set Up Specialists, Processing, and their Loan Officer.
Essential Duties and Responsibilities:
• Make initial contact with borrowers and reply to/follow up with borrowers and agents in a timely manner.
• Provide assistance to their Loan Officer and Processing team.
• Provide support on loan qualification scenarios and interpreting guidelines.
• Guide borrowers through the loan application process.
• Update loan software with validated information.
• Provide accurate information to all parties in the transaction.
• Request and review all required upfront documents.
• Make credit decisions and issue pre-approvals or game plans once supporting documents are received.
• Work with the team to handle any issues throughout the loan process and take appropriate action to resolve them.
• Act as a knowledgeable resource for the borrowers, real estate agents and processors.
• Maintain confidentiality.
Essential Traits and Values:
• Strong verbal communication skills – Communicates accurately, effectively, appropriately and with a positive attitude.
• Strong organizational skills.
• Works effectively as a team player and encourages peers to succeed in their respective roles.
• Takes pride in a high quality of work with a thorough attention to detail.
• Be proactive - Take initiative to resolve any possible issues that can arise.
• The ability to prioritize and multitask throughout the day – managing interruptions until the highest priority tasks are accomplished.
• Establishes a record of producing work that is highly accurate.
• Ensures that quality of work does not suffer as quantity of work increases.
• Be a team player who adds complementary skills and contributes valuable ideas, opinions, and feedback.
• Personally commits to a high quality of work and encourages others to have similar standards.
• Have a desire to learn and grow.
• Represents Treadstone and their team in a professional manner.
• NMLS license (company will provide support in obtaining license, if not already licensed)
