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Mortgage Sales Support Specialist
2 months ago
Job Overview:
The Mortgage Sales Support Specialist operates under the direct guidance of the Area Sales Leader, delivering essential administrative, marketing, and sales assistance to Mortgage Consultants (MC) and/or Branch or Sales Managers.
Consistent and reliable attendance is crucial for effective job performance.Key Responsibilities:
Perform clerical tasks such as filing, typing, data entry, and other administrative duties as assigned. Support marketing initiatives by preparing promotional materials, identifying potential customers, analyzing market trends, and assembling sales literature. Respond to client inquiries on behalf of the MC regarding loan status. Monitor the progress of loans and follow up on any outstanding items.
Ensure timely follow-up with customers and vendors to confirm that files are complete. Order necessary documents such as credit reports, appraisals, and condo questionnaires. Coordinate with external vendors including appraisers and title companies. Accurately input loan application data into the system.
Conduct preliminary reviews of loan files based on established checklists, including loan and credit analysis to ensure files are ready for underwriting submission. Complete setup instructions by reviewing borrower documentation, including pay stubs, credit reports, bank statements, and W2s for accuracy and compliance with underwriting standards. Perform any additional follow-up needed to meet closing dates, including communication with title companies, insurance providers, branch closing departments, and customers, and conduct post-closing follow-ups as necessary. Adhere to industry regulations, requirements, and applicable state/federal laws related to job responsibilities. Undertake other assigned duties as required.
Minimum Qualifications:
These specifications serve as general guidelines based on the minimum qualifications necessary for successful job performance. Individual capabilities may lead to some variation from these standards.
A high school diploma or equivalent is required; a Bachelor's degree is preferred.
Prior experience in mortgage lending or a related field is advantageous.
Strong organizational skills and meticulous attention to detail are essential. Experience with CANVA or similar platforms is preferred but not mandatory.
Exceptional communication and customer service skills are required.
The ability to multitask and prioritize effectively in a dynamic environment is necessary.
Proficiency in Microsoft Office Suite and loan origination software is expected.
Familiarity with mortgage lending regulations and guidelines is a plus.
Benefits:
We offer a competitive salary along with health, dental, and vision insurance, a 401K plan, paid time off, and holidays, as well as opportunities for professional development.
Prosperity Home Mortgage, LLC is an Equal Opportunity Employer committed to fostering Diversity, Equity, and Inclusion in the workplace.
We maintain a strict policy against discrimination and harassment of any kind 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 aspects of employment, including recruitment, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
