Note: The job is a remote job and is open to candidates in USA. Amplify Credit Union is a growing, tech-focused credit union that delivers value to its members and community. The Mortgage Sales Coordinator plays a key role in supporting the retail mortgage sales team by combining responsibilities from marketing coordination and sales support to ensure efficiency and high-quality service delivery.
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
- Understanding of additional regulations including, but 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.
- Benefits available to all Amplify employees, including a 401(k) with a company match of 100% on the first 5% you contribute.
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