Mortgage Sales Assistant

We are seeking a Mortgage Sales Assistant to become a part of our team! This is an in-office position at our Grand Haven, MI office. Mortgage experience is not required.

Above all we are looking for outgoing, energetic & personable people who can bring us their A-game. Our team has a fun and vibrant culture unlike anywhere else in the mortgage industry.

A Mortgage Sales Assistant (or Loan Officer Assistant) works in tandem with their Loan Officer and team throughout the loan process. They assist with lead generation and maintaining a tracking database for the team, borrower qualification, taking applications, and will work with their Processor(s) to track down outstanding conditions and communicate updates throughout the process. Sales Assistants will work closely with borrowers, realtors, Set Up Specialists, Processing, and their Loan Officer(s).

Essential Duties and Responsibilities :

• Maintain contact with borrowers and reply to / follow up with borrowers and agents in a timely manner, by phone, email, or text.
• Manage the team's lead tracker and CRM.
• Provide assistance to their Loan Officer and Processing team.
• Provide support on loan qualification scenarios and interpreting guidelines.
• Maintain a working knowledge of each conventional and government loan program, and the applicable guidelines.
• Guide borrowers through the loan application process.
• Update Encompass with validated information.
• Provide accurate information to all parties in the transaction.
• Request and review all required upfront documents.
• Assist with making credit decisions and issue pre-approvals or game plans with their Loan Officer, once supporting documents are received.
• Assist with any issues throughout the loan process and take appropriate action to resolve them.
• Act as a knowledgeable resource for the borrowers, real estate agents and processors.
• Provide pipeline updates to referring partners.
• Maintain confidentiality.

Essential Traits and Values :