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Mortgage Sales Assistant II

As the nation's largest community credit union, we begin every day focused on delivering superior financial products and services for our 1.3 million members and more than $30 billion in managed assets. Our work has an economic impact as we support our members' financial goals. We are unapologetic about being devoted to our members and the communities we serve. Our business is guided by our people helping people philosophy – which includes our team members.

BECU has been in business for more than 85 years, driven by unwavering core values and a dedication to improving the communities we serve. While we have a rich history, the future of our company, accelerated by business and technology transformation, is even brighter. There's never been a better time to work for BECU.
To learn more visit becu.org/careers.
PAY RANGE
The Target Pay Range for this position is $19.95-$24.42 hourly. The full Pay Range is $18.75-$28.85 hourly. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.
BENEFITS
Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Employees have access to disability and AD&D insurance. We also offer health care and dependent care flexible spending accounts, as well as health savings accounts, to eligible employees. Employees are able to enroll in our company’s 401k plan and employer-funded retirement plan. Newly hired employees accrue 6.16 hours of paid time off (PTO) on a per pay period basis based on hours worked (up to a maximum of 160 PTO hours per year) and receive ten paid holidays throughout the calendar year. Additional details regarding BECU Benefits can be found
here
.
SUMMARY
The Mortgage Sales Assistant II is responsible for assisting the assigned Sr Mortgage Advisor(s) in mortgage production, marketing support, loan origination assistance and administrative support duties within BECU Mortgage Sales Department. This role is responsible for reviewing loan applications and collecting data from members to complete mortgage loan applications to ensure timely and accurate submissions and processing of first mortgage loans.
RESPONSIBILITIES
  • Onboard and/or review loan applications and supporting documentation for completeness and contact borrowers or appropriate parties for missing information.
  • Review and evaluate NOIA, approval conditions and assist in obtaining needed items for pipeline as requested.
  • Create sales and marketing content in support of Sr Mortgage Advisor.
  • Partner with Sr Mortgage Advisor on outreach and relationship building to expand referral network, including initial sales outreach.
  • Monitor and process daily reports for new mortgage loan applications to ensure compliance and pricing integrity.
  • Order or process documentation as needed for loan submission to pipeline (Items may include but not limited to -VOE, VOR, VOD, Tax Transcripts, FHA Case #, COE).
  • Work with Mortgage Fulfillment and Underwriting teams to analyze and solve loan issues that may arise in the mortgage origination loan process.
  • May receive, review and process lock requests for loans in pipeline.
  • Perform additional duties as assigned.
QUALIFICATIONS
  • High School Diploma or equivalent experience required.
  • Minimum two years of Mortgage Lending or equivalent such as Consumer Lending or Retail Banking experience required.
  • Proficient relationship management, problem resolution, and customer service skills.
  • Proficient at analyzing income documentation to qualify applicants within loan parameters.
  • Proficient organizational skills
  • Proficient verbal and written skills to effectively communicate.
  • Comply with SAFE Act legislation, which requires annual registration as a Mortgage Loan Originator (MLO).
  • Full time hours required, with additional hours as necessary.
  • Desk location in team territory location as directed by manager. Ability to travel to offices in region.
EEO Statement:

BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.

We are a member-owned, not-for-profit financial institution committed to providing affordable and responsible financial services to our members.

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DATE POSTED
July 23, 2023

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