Sales Assistant, Mortgage

4 weeks ago

Tulsa, United States BOK Financial Full time

Req ID: 75352 

Location: Tulsa -TUL 

Areas of Interest: Mortgage Banking; Sales 

Pay Transparency Salary Range: Not Available 

Application Deadline: 09/08/2024

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus TypeFormula BasedSummary

Are you passionate about helping people achieve their dreams of owning a home? Do you enjoy being the go-to person and right hand to one, or many Loan Officers? Do you like the idea of limitless earning potential?  If you’re detail-oriented and have a marketing mindset, being a Sales Assistant in our Mortgage division could be right for you. 

Job Description

The Sales Assistant performs vital functions that allow the Loan Originator to focus on customer relationships and customer retention.    Sales Assistant must play an integral part in increasing the Loan Originator’s volume.   Must successfully use creative marketing and sales practices to create new business.   Assist Loan Originator in building relationships with referral partners and jointly making calls and attending Realtor functions with the Loan Originator.   Sales Assistant must remain current on product knowledge and underwriting guidelines.   Use existing systems and technology according to Loan Originator Business Plan and company values.    Sales Assistant must always remain a part of the Loan Originator Team.

Team Culture

Our team is one big happy family. We’re passionate about what we do and it shows. Helping someone achieve their dream of homeownership is rewarding, from start to finish. Our team reinforces and rallies around one another to find solutions to get the customer into their home on time.

We’ve created a safe space for you to brainstorm, ask questions, and find solutions together, as a team. Everyone pulls together, no matter what role or level. There is genuine care and concern for a job well done and lifting up one another to become better.

We live by our team mission statement. A rising tide lifts all ships, if we can help each other achieve more it helps us all.  

How You'll Spend Your Time
  • You will effectively communicate across all levels and have contact with clients, internally and externally as well as talk to realtors, processors, closers, sales leaders, and more.
  • You will combine all the missing pieces of the puzzle and keep everyone informed on the loan file and what happens next.
  • You will be the second point of contact and respond to client questions and concerns when the loan officer is not available.
  • You will input loans, request docs, reconcile and step in at any point prior to the loan going to underwriting.
  • You’ll use multiple systems to access information in a very structured way.
  • You will use your marketing savvy to help the Loan Officer/s grow and strengthen their business. You may educate prospects on social media or drop off marketing materials for realtors.
Education & Experience Requirements

This level of knowledge is normally acquired through completion of Associate's Degree or 1 year general office experience.

 

  • Thorough working knowledge of:  file maintenance, English grammar, appropriate standards regarding letters, memorandums, composition, and proper telephone etiquette.
  • Good PC and software application skills.
  • Good interpersonal, verbal and written communication skills.
  • Ability to handle multiple tasks in a competent and professional matter.
  • NMLS required.
Working Conditions & Physical RequirementsOffice - 20 lbs

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career  
Apply today and take the first step towards your next career opportunity
 
The companies in BOK Financial Corporation Group are equal opportunity employers.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions. 

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