Mortgage Sales Coordinator

2 weeks ago


Tulsa, Oklahoma, United States Waterstone Mortgage Full time

Mortgage Sales Assistant

Job Category: Administrative Requisition Number: MORTG002800

Job Overview

Are you ready to embark on a rewarding career journey? At Waterstone Mortgage, we prioritize innovative thinking, cutting-edge technology, and a vibrant workplace culture. We are seeking a dedicated individual to join our team.

The Mortgage Sales Assistant plays a crucial role in enhancing service quality within the branch, 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, Branch Manager, and Loan Originators.
  2. Process loan applications via phone, arrange appointments, provide rate quotes, and secure loans.
  3. Organize weekly pipeline meetings with each Loan Originator to ensure precise file management.
  4. Monitor all requested documents in Encompass and submit comprehensive 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 necessary.
  8. Stay informed about products, guidelines, and mortgage lending regulations.
  9. Support the branch's daily operations as required.
  10. Assist in coordinating offsite events, promotional campaigns, and employee activities.
  11. Welcome clients, handle phone inquiries, and aid 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 sector is advantageous.

Waterstone Mortgage is an Equal Opportunity Employer, welcoming applicants from all backgrounds, including veterans and individuals with disabilities.



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