Home Lending Sales Assistant

Position Title

Home Lending Sales Assistant

Location

Work From Home CA, CA 94203

Job Summary

This position is responsible for assisting high producing Home Lending Loan Officers in the smooth and timely completion of all phases of a mortgage loan. Assists assigned Loan Officers with a variety of business development and administrative tasks. Provides necessary support to increase production levels. Answers phones, prepares correspondence and documents, and provides administrative, business development and marketing support. Works with pertinent financial information, including loan applications, credit reports, disclosures, transcripts, and loan program information. An individual in this position supports multiple Loan Officers.

Job Responsibilities:

• File Preparation: Facilitate application processing. Actively work with processing and underwriting teams to clear conditions to facilitate loan closing. When requested, order title work, order appraisal, schedule closing appointments. Ensure timeliness of initial application disclosures.
• Customer Service: Proactively communicate with all parties about loan statuses and may participate in weekly pipeline updates. Provide personal touch customer service to external and internal customers to help facilitate a one-of-a-kind experience. Assist in file discrepancy issues and provide follow-up and resolution on all facets of the loan process. This position requires substantial amount of customer contact with loan clients.
• Business Development Support: Aid in the development of a customer database in support of the pursuit of new marketing opportunities. Prepare materials for events and presentations; prepare communications on specific topics for distribution to customers. Assist with special projects. May work with internal marketing department on proposals to coordinate and manage marketing to customers.
• Administrative Support: Assist high producing Loan Officers in the smooth and timely completion of loan applications. Perform clerical, administrative, and proactive support duties for Loan Officers. Create reports to support production management. Assist with database/account management.
• Training & Professional Development: Meet training goals set by manager, contribute to the training of their peers by sharing thoughts, experiences, and ideas. Lending Assistants are encouraged to be innovative and develop means for process improvements.

ADDITIONAL ACCOUNTABILITIES

• Performs special projects, and additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.

JOB REQUIREMENTS

Required Qualifications:

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Minimum experience required: 1+ Years customer service experience and administrative support activities experience.

Preferred Qualifications:

• NMLS License is preferred.
• Previous mortgage experience strongly preferred.

Job Competencies:

• Excellent time management, customer relations, prioritization and organization skills.
• Detailed oriented and dependable.
• Excellent written and verbal communication skills.
• Excellent problem-solving skills.
• Ability to work independently with minimal supervision.
• Proven computer skills with knowledge of Windows based applications, including Microsoft Office.
• Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
• Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
• Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.
• Physical demands (ADA): No unusual physical exertion is involved.

Flagstar is an Equal Opportunity Employer

We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank

Pay Range

$16.90 - $22.00

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as appliable.