Mortgage Sales Operations Coordinator

2 weeks ago


Brandon, Mississippi, United States Trustmark Full time
Position Overview:
The primary objective of this role is to deliver essential administrative assistance to the department team and manage assigned projects effectively.

Key Responsibilities:
  • Execute administrative tasks to support the department, including processing expense requests, managing supply orders, handling mail distribution, answering phone inquiries, and maintaining organized filing systems.
  • Prepare and disseminate reports and documentation as required.
  • Coordinate various projects to aid department personnel.
  • Assist clients in addressing inquiries or issues they may encounter.
  • Maintain the manager's business calendar, ensuring timely reminders for meetings and appointments.
  • Support the Mortgage Market Sales Manager in analyzing income and assets, calculating debt ratios, running Desktop Underwriter (DU) assessments, and preparing documents for processing.
  • Possess the capability to process files when necessary.
  • Communicate mortgage product alternatives, provide interest rate quotes, accept loan applications, request follow-up documentation from clients, and disclose Loan Estimates (LEs), all under the guidance and supervision of the Mortgage Market Sales Manager.
  • Collaborate with the Mortgage Market Sales Manager to facilitate the development of sales and marketing strategies, organize sales meetings, and coordinate open houses for the designated market.
  • Perform additional tasks as assigned.

Qualifications:
- Minimum of 2 years of prior administrative experience is essential.
- Basic understanding of banking operations.
- Strong interpersonal abilities.
- Proficient oral and written communication skills.
- Effective time management skills to prioritize tasks efficiently.
- Preferred educational background includes junior college or a two-year degree.


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