Note: The job is a remote job and is open to candidates in USA. Amplify Credit Union is a growing, tech-focused financial institution committed to delivering value to its members. The Mortgage Sales Coordinator will support the retail mortgage sales team by managing phone and chat queues, coordinating events, and providing administrative support to Mortgage Loan Officers.
Responsibilities
- Provide backup support for the retail mortgage phone/chat queues and manage the weekly schedule for loan officers
- Coordinate logistics for internal and external events and trainings, including scheduling, setup, marketing, and ordering promotional items
- Serve as a liaison between the mortgage sales team and the Marketing department
- Conduct monthly strategy meetings with MLOs to identify marketing opportunities and assist with related requests
- Work with the Marketing department on the design and production of graphics for social media, flyers, presentations, and co-branded marketing materials
- Monitor and manage the supply of marketing materials, swag, and closing gifts for the real estate team; reorder as needed
- Support the VP of Real Estate Production with monthly reports, including MLO marketing activity and social media analytics
- Collaborate with Marketing to produce monthly MLO newsletters, follow-up communications, and Salesforce data uploads for leads from events
- Track and manage leads received from internal departments, online platforms, and email inquiries
- Assist MLO’s with borrower follow up and collection of documents to ensure timely file submissions
- Review loan files for completeness and prepare them for submission to Processing
- Submit lock requests and extensions, and assist in preparing pre-qualification letters when loan support is needed during the absence of a MLO
- Facilitate communication and coordination between MLOs and Operations on file-specific needs, including documentation and status updates
- Stay informed of changes to mortgage lending products, credit union and investor guidelines, and compliance regulations
- Provide backup assistance to the lock desk as needed
Skills
- Minimum 2 years of mortgage experience
- Must be bondable by a credit union
- Requires registration as a MLO with the Nationwide Mortgage Licensing System (NMLS) and Registry on an annual basis in addition to maintaining updates as needed
- Initial registration is required immediately upon hire
- Knowledge and be efficient with the use of a personal computer, Microsoft Office products, Credit Bureau Systems and financial calculators
- Must have reliable internet access of 50MBPS which is the minimum speed required to connect to several of our systems and platforms
- Must have excellent judgment skills to make quick decisions within written policy and standard operating procedures
- Working knowledge of credit union's products and services, policies, and the Federal Credit Union Act including bylaws and regulations that apply to federally chartered credit unions
- Ability to understand and make recommended changes to Standard Operating Procedures and familiarity with state and federal NCUA regulations
- Additional regulations applicant should understand include, but are not limited to: HMDA, Regulation Z, Regulation B, TRID, the FHLMC, FNMA, FHA rules and processes
- Bachelor's degree in business or a related field
- Knowledge of Texas Home Equity Loan processes
- Proficiency in Encompass and Salesforce
- Prior experience with Desktop Underwriter and/or Loan Prospector underwriting systems
Benefits
- Medical, Dental, and 401(k) programs for team members.
- Customized volunteer opportunities with our signature partners (Saint Louise House).
- Additional paid time off for volunteer-related activities.
- Undergraduate and graduate tuition benefits for eligible full-time and part-time team members.
- 401(k) with a company match of 100% on the first 5% you contribute.
Company Overview