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Branch Sales Support Specialist

2 months ago

Tulsa, Oklahoma, United States Waterstone Mortgage Full time

Mortgage Sales Assistant

Job Category: Administrative Requisition Number: MORTG002800

Job Overview

At Waterstone Mortgage, we are committed to fostering a dynamic work environment that promotes innovation and teamwork. We are currently seeking a motivated individual to join our team.

The Mortgage Sales Assistant plays a crucial role in enhancing service quality within the branch by supporting the Branch Manager and Loan Originators. This position offers the chance to collaborate closely with the Loan Originator and sales team, contributing significantly to the branch's daily operations.

Key Responsibilities:

  1. Serve as the main point of contact and intermediary between clients, real estate agents, the Branch Manager, and Loan Originators.
  2. Process loan applications via phone, schedule meetings, provide rate quotes, and secure loans.
  3. Organize weekly pipeline meetings with each Loan Originator to ensure accurate tracking of files.
  4. Monitor all requested documentation in Encompass and submit complete loan applications.
  5. Maintain ongoing communication with clients throughout the loan process.
  6. Manage a pipeline of 15 or more loan files while assisting the Loan Originator and Branch Manager.
  7. Receive loan files from Underwriting and help gather any additional documentation as required.
  8. Stay informed about products, guidelines, and mortgage lending regulations.
  9. Assist with the daily operations of the branch as necessary.
  10. Help coordinate offsite events, promotional activities, and employee functions.
  11. Welcome clients, answer phone inquiries, and assist in managing team schedules.

Qualifications:

Certificates, Licenses, Registrations: A federal registration through the Nationwide Mortgage Licensing System (NMLS) is necessary. However, individuals in this role are not eligible for loan officer commissions. Waterstone Mortgage Talent Acquisition will assist in obtaining this registration upon hiring.

Education:

High School diploma or equivalent is required.

Experience:

Preferred: 1-3 years of experience in the mortgage or financial services industry is preferred.

Waterstone Mortgage is an Equal Opportunity Employer, committed to diversity and inclusion in the workplace.