Mortgage Sales Assistant I at BECU ensuring mortgage applications move smoothly and accurately. Collaborating with Mortgage Loan Originators and internal teams to create an exceptional lending experience.
Responsibilities
Review mortgage applications and supporting documentation to ensure completeness and quality
Review Notices of Incomplete Application (NOIA) and approval conditions
Order, assemble, and prepare sales and marketing materials
Rekey loans as necessary and monitor daily reports for new mortgage applications
Order required third-party items for loan submissions
Track pipeline exception reporting to ensure service level agreements and regulatory requirements are consistently upheld
Provide guidance and coaching on procedural and process-related items
Manage Mortgage Division inboxes by reviewing, responding to, evaluating, and uploading documentation
Partner with mortgage production team members to analyze and resolve administrative or operational challenges
Assign online leads and mortgage applications to Mortgage Loan Originators
Mail initial loan disclosures and decline letters within required regulatory timeframes
Engage with title, escrow, appraisal, flood, employment verification, and insurance vendors
Review mortgage lead management systems to ensure departmental service and quality standards are consistently achieved
Perform additional duties as assigned
Requirements
High School Diploma or associated Certification (GED)
Minimum two years of advanced level clerical work experience
Comply with SAFE Act legislation, which requires annual registration as a Mortgage Loan Originator (MLO)
One year of experience working in a Mortgage Lending environment (desired)
Experience working with Encompass loan origination system (desired)
Proficient math skills, with a high degree of accuracy
Proficient organizational skills
Proficient verbal and written skills to effectively communicate
Benefits
401(k) Company Match (up to 3%)
4% annual contribution to your 401(k) by BECU
Medical, Dental and Vision (family contributions as well)
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