Mortgage Sales Assistant

National Bank Of Arkansas Van Buren , AR 72957

Posted 2 months ago

Position is Monday through Friday 8 am to 5 pm with ability to work additional hours as needed.

SUMMARY: Under limited supervision the Mortgage Sales Assistant will support the mortgage lenders in seeking new business opportunities for potential sales and will maintain the CRM (customer relationship management) system. The incumbent will actively participate in sales development activities within the community and remain knowledgeable of mortgage products. Additionally, the Mortgage Sales Assistant will provide support to the Mortgage Lenders to ensure the loan application and corresponding documentation meets the applicable loan program guidelines, and provide customer support for three steps of the mortgage process: application, appraisal and closing.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

  • Work directly with the Mortgage Lenders in the management of leads and contacts for new mortgage business. Maintain the CRM (Customer Relationship Management) system to provide a comprehensive picture of the customer relationship and potential sales, and follow-up with any outstanding pre-qualifications.

  • Participate in sales development activities within the community: Chamber of Commerce events, Business Expos, Realtor Open Houses, Real Estate Luncheons, etc. to cultivate new customer relationships. Utilize company approved creative marketing and sales techniques to further identify potential customers.

  • Maintain mortgage product knowledge to effectively communicate with current and potential customers.Recognize selling opportunities, cross-sell bank products and make referrals.

  • Provide support to lenders by ensuring loan applications and corresponding documentation meets the applicable loan program, collect and review credit documentation needed for submission to Operations.

  • Deliver outstanding customer service throughout the following points-of-contact: review loan application packages with borrower(s) and obtain signatures, fees and any supporting documents needed for initial processor review; notify customer of appraisal and obtain appraisal acknowledgement form; schedule closing with applicable parties.

  • Communicate effectively with Mortgage Lenders, customers and operations associates in providing information accurately and in an efficient manner in order to generate quality loans that meet regulatory guidelines.

  • Gather data from various sources and prepare reports and/or correspondence as appropriate.

  • Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.

TEAM ACCOUNTABILITIES:

  • Cross-sell other services of the bank.

  • Support and uphold the Arvest Mission Statement.

  • Uphold the Arvest code of Ethics and ensure that confidential information is safeguarded.

  • Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service.

  • Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the bank's overall operation.

  • Promote professionalism at all times.

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Mortgage Sales Assistant

National Bank Of Arkansas