What are the responsibilities and job description for the Mortgage Sales Assistant position at United Nations Federal Credit Union?
Why join this team
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. This includes assisting with member applications, appointment scheduling, member documentation, reporting and rates.
What you'll do
- Regardless of seniority or role, uphold UNFCU’s mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors.
- Prepare daily, weekly and monthly sales tracking reports.
- Import new loans from LOS to FICS.
- Compile competitive market analysis as needed.
- Schedule appointments for Loan Officers.
- Respond to telephone calls and emails and assist with general inquiries related to interest rates, closing costs and loan programs.
- Review and process paperwork submitted by Loan Officers and members. Scan application documents into document management system.
- Review and distribute incoming emails and correspondence.
- Assist with promotional activities, i.e. seminars, webinars, Realtor Days, etc.
- Perform all clerical functions for the department (i.e. filing, maintenance of databases, photocopying, meeting minutes and mailing thank you letters and promotional giveaways).
- Participate in credit union training programs and any other functions as requested.
- Uphold UNFCU’s compliance with the Bank Secrecy Act and anti-money laundering policies and procedures, including:
- Maintain awareness of and report suspicious activity
- Complete all relevant BSA reports promptly and accurately (e.g. CTRs, SARs)
- Complete annual BSA/AML/OFAC training
- Perform additional responsibilities as assigned
What we're seeking
- 1 year of experience in a first or second residential lending origination environment
- Strong PC skills
- Intermediate knowledge of MS Office (Work, Excel, Outlook, PowerPoint)
- Prior experience with mortgage LOS a plus
- Associates degree or equivalent experience
What makes you stand out
- Excellent member service skills
- Strong sales orientation
- Good organizational and communication skills
Who we are
UNFCU is a global not-for-profit financial institution that serves the UN community. We are committed to providing peace of mind to our members and colleagues and strive to achieve service excellence in all that we do. The best part of UNFCU is the people. Those that choose to work with us often find personal fulfillment, professional growth and a purposeful culture.
UNFCU is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. UNFCU prohibits discrimination and harassment of any type. All applicants will be considered for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by country, federal, state or local laws.
