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Mortgage Sales Operations Coordinator

2 months ago

Brandon, Mississippi, United States Trustmark Full time
Position Overview:
The Mortgage Market Sales Coordinator plays a vital role in providing essential administrative assistance to the department and managing various projects as assigned.

Key Responsibilities:
  • Perform administrative tasks to support the department, including managing expense requests, ordering supplies, distributing mail, answering phone inquiries, and maintaining organized filing systems.
  • Prepare and disseminate reports and documentation as required.
  • Coordinate projects to support department personnel effectively.
  • Assist clients in addressing inquiries or concerns regarding services.
  • Maintain the manager's business calendar, ensuring timely reminders for scheduled meetings and appointments.
  • Support the Mortgage Market Sales Manager in analyzing income and assets, calculating debt ratios, running underwriting processes, and preparing documents for processing.
  • Possess the capability to process files when necessary.
  • Communicate mortgage product options, provide interest rate quotes, accept loan applications, request follow-up documentation from clients, and disclose Loan Estimates, all under the guidance of the Mortgage Market Sales Manager.
  • Collaborate with the Mortgage Market Sales Manager to assist in the development of sales and marketing strategies, organize sales meetings, and coordinate open houses for the designated market.
  • Perform additional tasks as assigned to support departmental objectives.

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