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Mortgage Sales Assistant

5 months ago

Danbury, United States Savings Bank of Danbury Full time

About the Organization We are people serving people. Established in 1849, Savings Bank of Danbury is a full-service community bank rooted in history and positioned for the future. We provide a full array of deposit, savings, and lending services for individuals and businesses. Through modern banking technology, our customers can access to their accounts and manage their money anytime, on the go. We are committed to employing highly-motivated people who value customer care, professionalism, and team success. EOE Statement Savings Bank of Danbury is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. Position Mortgage Sales Assistant Full-Time/Part-Time Full-Time Description The Mortgage Sales Assistant reports to the President of Stamford Mortgage and works as a member of our team to assure a smooth process, high touch client communications and timely outcomes in an environment with a high volume of business and short deadlines. This position requires knowledge of the mortgage process, attention to detail and ability network with clients and referral sources with a professional and friendly manner. The Mortgage Sales Assistant is often the voice of Stamford Mortgage Company. The day-to-day activities include the following: Answering phones, fielding questions from clients, realtors and attorneys and directing to the right person, as needed. Assisting clients with getting onboard with new applications and when help is needed during the mortgage process. This includes being able to explain a Loan Estimate of Closing Disclosure at times when the Loan Officer is away from the office Follow up calls to client after Next Steps email and Conditional Approval goes out to make sure they are clear on what is needed and what deadlines need to be observed. Providing updates to realtors and attorneys as milestones are reached during the process Expediting paperwork that is needed under deadline. This includes making a call to client when they have repeated questions. Monitor the pipeline for mortgage contingency and closing deadlines Assist with files approaching MC deadline Follow up with attorneys to get Closing Disclosure issued on time Position Requirements Education & Experience:Bachelor's degree or an equivalent work experience.5+ years relevant experience in mortgage process.Requires excellent communication skillsKnowledge of processing and underwriting requirementsAbility to problem solveAttention to detail and organizationQUALIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Full time employees also receive a complete benefit package including a generous 401(k), medical benefits, paid time off, and short- and long-term disability programs.Hours Per WeekNone Specified This position is currently accepting applications.