Mortgage Outside Sales Assistant

Job description

Summary The Mortgage Outside Sales Assistant is responsible for various duties relating to the origination, and assistance of origination of mortgages for their assigned outbound sales loan officer. Ensures compliance with all mortgage loan policies and procedures, state and federal laws and regulations. Duties & Responsibilities: - Coordinates the origination of mortgage loan applications and assists in the consummation of their ultimate closing. - Facilitates data entry of mortgage applications in the origination system on behalf of self and the assigned loan officer, also collects member documentation and ensures the compilation of the member information is accurate and complete. - High focus on determining the member’s financial needs and the appropriate credit union mortgage loan product. - Support the Credit Union vision to drive member growth & engagement by cross-selling the CU’s full suite of financial products to help our members. - Works directly with appropriate title companies to obtain preliminary costs associated with the mortgage loan transaction. - Ensures that all preliminary mortgage disclosures are complete and accurate and are distributed to the member as requi...