Private Mortgage Banker Assistant

• Work under the guidance of a Private Mortgage Banker to produce high quality residential mortgage loans
• Build relationships with realtors, builders, financial professionals, bank store, past customers, and other non-traditional sources
• Obtain customer applications, quote the rate and points, and complete follow-up activities
• Coordinate and schedule customer meetings, seminars, and virtual consultations
• Understand real estate appraisals, title reports, and real estate transactions
• Interact with customers to understand their needs and provide high-quality loan service
• Conduct outbound calls and emails to nurture leads, schedule consultations, and promote mortgage solutions
• Serve as the first point of contact for prospective borrowers
• Review low complexity financial and credit data, matching customer needs with appropriate loan programs
• Develop knowledge of company products, policies and procedures, and underwriting requirements

• 2+ years of Mortgage Consumer Direct Sales experience
• SAFE registration required
• Compliance with S.A.F.E. Mortgage Licensing Act of 2008
• Meet Consumer Financial Protection Bureau qualification requirements
• Acceptable background investigation results
• Meet Loan Originator requirements under Regulation Z

• Experience in loan origination or loan processing
• Strong understanding of mortgage sales, origination processes and industry regulations
• Experience working with high-net-worth clients
• Excellent verbal, written, and interpersonal communication skills
• Extensive knowledge of lending policy guidelines and procedures
• Track record of proactive problem solving, taking initiative, and effectiveness in resolving complex escalations
• Ability to manage multiple priorities, including managing a pipeline and supporting escalations
• Technical skills: CORE, One Right Answer, Policy Library, Microsoft Office, Horizon, RALI

Relocation assistance is not available for this position