Mortgage Sales Assistant

Municipal Credit Union

Mortgage Sales Assistant at Municipal Credit Union assisting with member applications and documentation. Ensuring compliance with loan policies while providing high-quality member service.

Posted 7/21/2026full-timeRemote • New York • 🇺🇸 United StatesJunior💰 $21 - $42 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing the mortgage application process while ensuring compliance with policies and providing exceptional service to build lasting financial relationships. Proficient in sales tracking and reporting using Microsoft Excel, with a strong focus on detail and efficiency in a high-volume environment.

Highest-signal resume keywords

Mortgage Application ManagementSales Tracking and ReportingNMLS CertificationDocMagic FamiliarityCustomer Service Excellence

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Mortgage LendingSales ReportingApplication ProcessingCompliance ManagementData Analysis

Soft Skills

Attention to DetailCommunication SkillsTime ManagementRelationship Building

Tools & Technologies

Microsoft ExcelDocMagic

Certifications & Qualifications

NMLS Certification

Industry Keywords

Residential LendingLoan ProgramsMember SatisfactionHigh-Volume Environment

About the role

Key responsibilities & impact

Assist the Mortgage Sales Team with member applications, appointment scheduling, member documentation, reporting, and referral/lead tracking
Respond to telephone calls and emails directed to the Mortgage team and assist with general inquiries related to approval process, mortgage statuses and loan programs
Manage the mortgage application process ensuring compliance with MCU and third-party loan policies
Build lifetime quality financial relationships with each member by providing competitive products and excellent service
Prepare daily, weekly, and monthly sales tracking and member satisfaction survey reports using Microsoft Excel and internal reports

Requirements

What you’ll need

Associate’s degree, or equivalent experience
1 year of experience in a first or second residential lending origination environment
Familiar with DocMagic a plus
NMLS will be required
Ability to perform in a high-volume environment and meet deadlines while maintaining exceptional attention to detail
Technologically proficient.

Benefits

Comp & perks

Medical, vision, dental, life, and disability insurance
Flexible paid time off
11 paid holidays annually
Attendance bonus
401(k) with an 8% employer contribution per pay period