Residential Mortgage Sales Associate (Hudson Valley)

Tompkins Community Bank • Brewster, NY • 1d ago

Overview

Responsible for providing administrative assistance and departmental support pertaining to Residential Mortgage products and services; support daily office operations; perform other related tasks and assignments as directed.

Responsibilities

Assist the Residential Mortgage Lending team with day-to-day duties and responsibilities including:

Prequalifying and active client pipeline maintenance.

Assisting with and providing client files as requested.

Maintaining the Federal Home Loan Banks Homebuyer Dream Program (HDP) registrations

Updating mortgage software with application status and providing Adverse Action information when applicable

Maintaining office supplies, assisting with ordering business cards, ensuring availability of marketing supplies, etc.

Collaborating with marketing to prepare open house flyers.

Providing rates to internal partners.

Gather bank statements and property tax bills for client files

Run credit reports as needed.

Answer, respond, and field basic incoming inquiries as illustrated:

Receive and direct phone calls appropriately.

Help to uncover and identify potential customer needs.

Respond to loan status requests in a timely manner.

Monitor the pipeline for files to remain compliant with disclosures sent within three (3) days of application date.

Assist in planning and preparing the agenda and presentation of information for sales meetings.

Prepare various reports and forms as required.

Coordinate and manage our client relationship management system to ensure prompt & accurate data input

Assist MLOs with submitting referrals ensuring Commercial Residential Mortgage (CRM) system is accurately updated prior to end of quarter.

Oversee coordination of 1 st Time Homebuyers Workshops by partnering with MLOs and Marketing at least six (6) weeks in advance of event

Run loan scenarios through online underwriting tool as needed.

Obtain and maintain National Mortgage Licensing Service (NMLS) registration

All other duties as assigned.

Qualifications

A high school diploma or equivalent, with a demonstrated ability in an operations office environment. Some college education is preferred.

A minimum of two (2) years of experience in a customer service focused position(s) is preferred.

Excellent written and verbal communication and moderate typing skills.

Computer proficiency to include Microsoft Word and Excel.

Organized, detail oriented, and has ability to work effectively with others.

Benefits

Medical

Dental

Vision

401(k) Match

Profit Sharing

Paid Time Off

11 Holidays

Tuition Reimbursement

Free Parking throughout Tompkins Community Bank

Employee Referrals

EEO Statement

Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law.

For more information, please click here (https://jjk-ecomm-llpmc-prod.s3.us-east-2.amazonaws.com/posters/federal/FED-E-B-EEOC-FMLA-POLY_49654.pdf)

communitybank

Pay Range

USD $25.00 - USD $30.00 /Hr.

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