Mortgage Sales & Support Associate

Overview

Position

Purpose:

The Mortgage Sales & Support Associate is primarily responsible for reviewing and validating mortgage loan disbursement requests and paydowns in the Mortgage Banker Finance (Warehouse Lending) Department.

Qualities of a successful candidate include:

• Minimum of one year mortgage or banking experience preferred
• Strong attention to detail and critical thinking ability are an absolute must
• Understanding of accounting and credit fundamentals
• Professional appearance and behavior
• Robust oral and written communication skills
• Must be dependable, trustworthy, and maintain confidentiality
• Must be able to communicate effectively, get along with co-workers, and deal with colleagues and clients effectively and professionally

• Maintain high levels of customer service
• Communicate with management on seller performance
• Complete daily and monthly reporting
• Continually evaluate and refine procedures and processes to ensure the highest level of quality and efficiency
• Monitor department email inboxes for new loan sale requests and incoming investor wires
• Interact with seller staff to facilitate transactions in an efficient and professional manner
• Validate and assist with disbursement requests and end investor sale requests
• Assist with the functions of other MBF staff as needed
• Maintain current and prospective client list by organizing diligence documents and communicating with management on additional documents required
• Practice branch security procedures and protect customer confidentiality and privacy
• May perform additional duties as necessary to keep the Bank and the Department operating efficiently and effectively

We offer a competitive benefits package that includes Medical, Dental and Vision; FSA or Dependent Care;
Supplemental Accident, Hospital, or Critical Illness Plans;
Employer paid Life Insurance, Short Term Disability, and Long-Term Disability; and Additional Voluntary Life Insurance Options. Paid Vacation, Sick and Volunteer leave; 401K and Profit Sharing.

Compensation for positions is based on the specific position and may be paid in the form of an hourly wage, overtime, a semi-monthly salary, commissions, or a combination of them. Depending on the specific position, some may be paid solely on commissions or others may include a bonus structure. As part of our employee benefits package, we offer exclusive perks such as discounted rates on banking and mortgage services, fee waivers, and access to special financial products.

These benefits are designed to support your financial well-being as a valued member of our team.

Plains Commerce Bank is an Affirmative Action/Equal Opportunity Employer committed to providing equal employment opportunity without regard to an individual’s race, religion, color, gender, national origin, ancestry, age, sexual orientation, disability, or veteran status.