Sales Coordinator

2 months ago

Philadelphia, United States Prosperity Home Mortgage Full time
Sales Coordinator

Job Summary:

Under the direct supervision of a Branch Manager, or a Sales Manager, the Sales Coordinator provides administrative, marketing and sales support to the Mortgage Consultants "MC" and/or Branch or Sales Managers.Regular, predictable and dependable attendance is essential to satisfactory performance of this job.For the motivated individual, this presents a potential pathway to a sales position in the mortgage industry.

Essential Responsibilities:

  • Support marketing efforts which include preparing marketing materials, identifying customer prospects, identifying market trends preparing and assembling sales materials and/or other literature
  • Answer client inquiries on behalf of the MC regarding loan activity
  • Assists with sales presentations to realtors and builders.
  • Assists in obtaining necessary documentation from loan borrowers to make complete submission to Underwriting
  • Follows up with customers and vendors to ensure that files are complete
  • Orders credit report, appraisal and condo questionnaire
  • Conducts cursory, "pre-processing" review of loan file based on checklist, including loan and/or credit analysis to ensure loan file is in approval order for submission to underwriting
  • Completes set-up instructions which include reviewing borrower's documentation, such as pay stubs, credit reports, bank
    Statements and W2's for accuracy and compliance to underwriting guidelines
  • Performs any additional follow-up required to assure closing date is met, including but not limited to, contact with title
    companies, insurance companies, branch closing department and customers, and performs post-closing follow-up as required
  • Must comply with industry-related regulations, requirements and state/federal laws as applicable to the job duties of this
    position
  • Performs other duties as assigned
Minimum Requirements:

These specifications are general guidelines based on the minimum requirements. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Individual abilities may result in some deviation from these guidelines.
  • High School diploma or equivalent required.College degree preferred.
  • At least one (1) year experience in the mortgage or real estate industry, or equivalent combination of training and experience

  • Detail-oriented, organized and able to meet deadlines
  • Strong interpersonal, oral and written communication and customer service skills
  • Familiarity with office equipment including facsimile, photocopier and telephone
  • Strong computer skills including familiarity with spreadsheet and word processing software packages
  • Ability to travel within the local area to assist
  • Provide own transportation


Prosperity Home Mortgage, LLC is an Equal Opportunity Employer and is committed to Diversity, Equity, and Inclusion in the workplace.We prohibit discrimination and harassment of any type based on race, color, religion, age, sex, national origin, disability status, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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