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Mortgage Virtual Sales Assistant
Fifth Third BankMortgage Virtual Sales Assistant handling day-to-day sales functions for Mortgage Loan Officers. Responsible for customer communications and administrative tasks within a virtual environment.
About the role
Key responsibilities & impact- Enter pre-qualifications and applications in the Loan Origination system.
- Evaluate loan options with the Loan Consultant that adhere to product and credit guidelines.
- Identify loan adjustments and execute change of circumstance in the loan origination system.
- Assure all components to the file are ordered, copied and included in the loan package prior to processing.
- Work with customers to set expectations including but not limited to rate inquires, appointments, loan status and other information deemed necessary.
- Confirm and attend appointments and review with customer all documents needed at time of application to ensure efficiency.
- Serve as a liaison between Loan Consultant, Fulfillment and Sales Support.
- Assisting in other areas as needed.
Requirements
What you’ll need- High school diploma or equivalent.
- Minimum one-year customer service, mortgage processing or loan originations experience.
- Broad understanding of residential mortgage loans.
- Proven computer skills with knowledge of windows based applications.
- Knowledge of federal lending regulations governing residential real estate lending.
- Demonstrated leadership and organizational skills.
- Strong written and verbal communications skills.
- Demonstrated teamwork and customer service skills.
- Ability to analyze policies, procedures and guidelines in a way that maximizes productivity but protects the level of risk desired.
- Ability to learn and apply knowledge of conventional, government, portfolio guidelines and the computer loan application system.
- This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).
Benefits
Comp & perks- Comprehensive benefits
- Differentiated compensation offerings
- Opportunity to be at your best every day
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
loan originationmortgage processingresidential mortgage loansfederal lending regulationscomputer loan application systemwindows based applicationspolicy analysisguideline analysis
Soft Skills
customer serviceleadershiporganizational skillswritten communicationverbal communicationteamworkanalytical skills
Certifications
S.A.F.E. Act registration