Mortgage Assistant

Robert Half
October 15, 2020
San Antonio, TX
Job Type


Ref ID: 04080-0011574484

Classification: Mortgage Assistant

Compensation: $19.00 to $20.00 hourly

The Home Loans Sales Assistant will be the initial point of contact through the multiple delivery channels.
1. ACD Queue
2. Branch Referrals
3. Calls from Branches
4. Walk in Customers
5. Calls from Member Services
6. LP Application
7. Lead from LP (email inquiry)
The Home Loans Sales Assistants will be responsible for establishing an exceptional member experience through their knowledge of our home loan products and other offerings as well as basic underwriting expectations and items that may be required for loan approval.
As part of their duties the Home Loans Sales Assistants will also be responsible for providing pre-qualification letters to members or potential borrowers who are shopping for a new home. They will manage these leads until the member has given us a complete application at which time it would be referred to the Home Loan Originators.
The role is expected to demonstrate strong interpersonal and communication skills and develop solid inter-departmental relationships. The Home Loans Sales Assistants should also identify key stakeholders and develop strong and productive cross-functional relationships throughout the Credit Union.
The Home Loans Sales Assistants should have a solid mortgage origination background and is expected to exhibit the ability to solve problems as they develop. The role requires understanding and continued education of all internal and external policies and procedures, federal and state laws and insurer requirements. The role requires competence and continued education of technical systems used to perform the duties of the position.
The Home Loans Sales Assistant will be the initial point of contact through the multiple delivery channels.
This position requires registration as a Mortgage Loan Originator (MLO) with the Nationwide Mortgage Licensing System (NMLS) and Registry on an annual basis in addition to maintaining updates as needed. Initial registration is required immediately upon hire into this position. Failure to register or maintain a current registry, or any criminal activity that would bar continued participation as a MLO may result in disciplinary action, up to and including termination of employment.
The job incumbent is responsible for complying with all policies, procedures, and processes involving the Bank Secrecy Act (BSA) which relate to their specific position, duties, and responsibilities. Specific BSA
Disclaimer: The activities listed above describe the general nature and level of work being performed. It is not an exhaustive list of
all responsibilities or duties. Employees may be assigned other tasks as deemed necessary by the manager.
components will include the Customer Identification Program (CIP), Customer Due Diligence (CDD),
Currency Transaction Reports (CTR), Suspicious Activity Reports (SAR), Office of Foreign Asset Control
(OFAC), and a working knowledge of job specific “Red Flags” to identify potential suspicious activity. It is
mandated that each employee receive on-going BSA training on an annual basis.

Work Experience
 Sales and/or processing experience - 2 years’ sales Residential Loan Lending or related field with a general knowledge of mortgages, basic mortgage calculations and definitions, mortgage underwriting, and Texas equities
 Underwriting experience is a plus
 Processing experience is a plus
 High School diploma or equivalent
 College degree is a plus but not required
Licenses & Certifications
 Registration

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