What are the responsibilities and job description for the Mortgage sales assistant position at United Nations Federal Credit Union?
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.
- 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
- 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
Last updated : 2024-11-22
