Mortgage Sales Assistant

About MCU

At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 600,000 individuals. With each new generation we have the pleasure of interacting with, we maintain the credit union promise of people helping people.

Our Mission: To help hard-working New Yorkers build better tomorrows.

Our Vision: Be New York's most loved financial institution by helping our members build their best financial futures.

The Mortgage Sales Assistant is responsible for assisting the Mortgage Sales Team with member applications, appointment scheduling, member documentation, reporting and referral/lead tracking. Responsibilities also include assisting with general mortgage inquiries and gathering documentation from potential applicant(s) and/or Mortgage Representatives and uploading into LOS. Individual will ensure compliance with MCU and third-party loan policies and federal, state and NCUA rules, regulations and laws.

This position is focused on the administrative side of the originations process and is responsible for supporting the rest of the team in this capacity. Providing members with the highest level of member service.

• Build lifetime quality financial relationships with each member by providing competitive products and excellent service.
• Answer all incoming calls from general information phone lines.
• Return calls for general information to prospective borrowers.
• Refer calls to the appropriate person within the Lending Sales and Operations teams.
• Mails applications, brochures, or other appropriate material to calling members as requested.
• Pre-qualifies applicants.
• Takes applications over the phone.
• Prepare daily, weekly and monthly sales tracking and member satisfaction survey reports using Microsoft Excel and internal reports.
• Monitor member submitted applications and import new loans into Mortgage bot LOS from POS.
• Support MLOs with document collections and member follow up. Complete and send notice of incomplete (NOI) when required.
• Schedule appointments for the Mortgage Loan Officers.
• Respond to telephone calls and emails directed to the Mortgage team and assist with general inquiries related to approval process, mortgage statuses and loan programs.
• Review and process paperwork submitted by Mortgage Loan Officers and members. Scan/upload application documents into Mortgage bot LOS.
• Coordinate and communicate with MLO, members, processors to ensure the mortgage application process is smoothly completed with accurate documentation.
• Pipeline management – handle multiple loans in a fast-paced work environment.
• Identify opportunities to cross-sell additional products and services to support member’s financial needs.
• Achieve referral goals set to deepen member relationships with MCU and support deposit growth goals.
• Perform other related duties as requested and participate in special projects as assigned.

• Associate’s degree, or equivalent experience, plus 1 year of experience in a first or second residential lending origination environment
• Familiar with Doc Magic a plus
• NMLS will be required
• Ability to perform in a high-volume environment and meet deadlines while maintaining exceptional attention to detail.
• Technologically proficient.

Our Core Values are an integral part of who we are and who we hire. By living our Core Values, every day, we continue to attract the best and brightest talent, achieve unsurpassed results and continuously challenge ourselves to be better than yesterday. These values are at the heart of our organization and within every teammate. To be a great fit, you’ll bring the following:

• Results - We are passionate about winning.
• Agility - We proactively anticipate, respond and pivot to ensure MCU wins.
• Integrity - We operate with the highest ethical standards and highest degree of honesty.
• Belonging - We cultivate a culture of inclusion and teamwork.
• Ownership - We take personal…