MORTGAGE LOAN SALES ASSISTANT I

POSITION DESCRIPTION

POSITION TITLE: MORTGAGE LOAN SALES ASSISTANT I

DEPARTMENT: BayCoast Mortgage Company (BCMC)

LEVEL: 104

FLEXIBLE WORK PROGRAM ELIGIBILITY CODE: Hybrid Work (HW)

FUNCTION:

This position will leverage the Mortgage Loan Officer's (MLO) time and productivity by providing administrative and customer contact support to MLO's. Duties include managing customer contact for MLO's, facilitating application data submission to BCMC's Loan Origination software (LOS) collection of loan documentation from applicants and communication with applicants, BCMC loan processing staff and various loan partners (Realtors, appraisers, attorneys etc.) to facilitate timely loan closings and increase customer satisfaction.

RESPONSIBILITIES:

• Communication with loan applicants under direction of MLO regarding general information
• Collection and input of data to LOS, collection of documentation from applicants. Review of MLO data submission for accuracy and completeness as required
• Assist in the management of MLO's pipeline. Interacts with applicants, BCMC processing staff and loan partners (Realtors, appraisers, attorneys etc.) with the objective of reducing loan turnaround time and enhancing customer satisfaction.
• Assists MLO in the collection and follow-up of all required documentation from applicants. Coordinate follow-up with MLO's and BCMC loan processing staff.
• Provide required data for preliminary disclosures as required and facilitate information and ordering of appraisal, legal and insurance services as required.
• Works with MLO's, applicants and BCMC processing staff to assure file is complete and cleared for closing
• Ensures compliance with federal, state and investor regulations and requirements in all activities.
• Assists MLO's with scheduling and customer correspondence and clerical tasks. Assists with loan officers marketing efforts as required.
• Assumes additional responsibilities as requested.

Knowledge/Skills/Experience Requirements:

General business knowledge and PC skills required. Experience in a mortgage, loan processing or marketing environment preferred but not required. Strong communication and customer service skills required. Ability to work in a team environment to produce results under deadline commitments with a minimum of supervision. Employees must have an NMLS license or obtain and maintain a license as a condition of employment.

Equipment Used:

General office equipment.

Physical/Work Condition Requirements:

In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift up to 20 lbs., and may be required to work evenings and/or weekends, attend remote meetings and/or travel.