What are the responsibilities and job description for the Mortgage Sales Assistant position at KeyBank?
Location:
1 Canal Plaza - Portland, Maine 04101
ABOUT THE JOB (JOB BRIEF)
This individual will be responsible for supporting assigned Mortgage Loan Officers with the day-to-day operations and sales activities of residential mortgage lending.
ESSENTIAL JOB FUNCTIONS
- Assemble application data, and submit complete package to processing/set up
- Assist in the day-to-day processing, document tracking and gathering/forwarding of all required documents as it relates to mortgage originations
- Prioritize and route incoming sales calls, as well as any customer correspondence
- Primary liaison with all levels of origination/support staff, Key employees, and any external contacts
- Follows up with clients on missing or supporting documentation needed to complete application
- Provides loan officer with sales support for marketing to past clients and COI's, including mailers, flyers and email blitzes
- Prepares presentations, and marketing materials, for meetings and special events
- Maintain Weekly Pipeline calls with support staff, as well as managing to rate lock expirations
- Reviews appraisals, and mortgage loan commitments with loan officers
- Reviews loan amounts, values, and any required outstanding conditions, that are warranted to move the loan to closing
- Ensures movement of loans through pipeline
- Pulls various production reports for monthly review of loan officer, district, and branch goals
- Coordinates meetings and training sessions on behalf of sales manager/loan officer
- Must adhere to pertinent laws, regulations, Key’s Compliance Policy and external compliance requirements
REQUIRED QUALIFICATIONS
- High school diploma or equivalency required
- Minimum two years banking experience, with an emphasis on mortgage sales and operations
- A working knowledge of FNMA, FHLMC, FHA, VA, TIL regulations, Equal Credit Opportunity Act, RESPA regulations, local and state real estate and finance laws.
- Proficient in sales and service skills; including tele-consulting, prospecting, networking and COI relationship management
- Proven success working in fast-paced, high volume environments
- Demonstrated knowledge of purchase lending requirements and documentation
- Strong administrative, organizational skills, and ability to prioritize multiple tasks
- Excellent written and verbal communication skills
- Detail Oriented, with Strong Proficiency in Word, Excel, and PowerPoint
- Must have ability to work independently, and to manage loan origination pipeline to deadline dates
- Commitment to superior customer service, with a high level of confidentiality
- Extensive knowledge of products, services, policies and procedures for mortgage sales
Employees in this position are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction.
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing
HR_Compliance@keybank.com
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