Job description
The Mortgage Sales Representative provides existing and potential members with excellent service throughout the mortgage sales process. Representatives communicate with members and Mortgage Loan Officers across channels to assess the needs and propose and implement a solution to ensure applications are completed in a timely, accurate and compliant manner, engaging Mortgage Loan Officers as needed in pursuit of resolution.
Essential Functions, Duties, and Responsibilities:
- Processes incoming leads to interview and counsel borrowers to determine a suitable real estate loan product.
- Assigns appropriate leads and applications to Mortgage Loan Officers for follow-up.
- Responds to member communications via phone, email, and Customer Relationship (CRM) tool.
- Assists with day-to-day loan origination system support to Mortgage Loan Officers.
- Assists Mortgage Loan Officers with collecting needed conditions, documentation, and information.
- Makes outbound onboarding calls to welcome new credit union members.
Qualifications:
- Two years consumer and/or mortgage lending products/services experience; or equivalent combination of education and experience required.
- Ability to secure MLO designation required.
- Knowledge of first mortgage regulations and guidelines preferred.
Our Keys to Success:
- Service Champion – Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities.
- Langley Ambassadors – Demonstrates a passion for Langley’s vision, encouraging diversity, equity and inclusion while considering Langley’s values when making decisions and taking accountability for delivering results.
- Agile in Action – Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future.
- Team Driven – Collaborates across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities.
- Continuous Learners – Maintains an understanding of Langley’s business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.
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