Mortgage Sales Support Officer

KeyBank NA • Cleveland, OH • 1d ago

Location:
For Those Who Work At Home, Oregon
Job Summary
The Mortgage Sales Support Officer (MSSO) will be responsible for supporting Home Lending Loan Officers (both Home Lending Center and Field-based) with the day-to-day operations and sales activities of residential mortgage lending. This individual will support all geographical areas and/or HLC Loan officers centrally and will serve in a liaison capacity with both internal partners and external clients.
Essential Functions
Assemble application data, and submit complete package to processing/set up
Assist in the day-to-day processing, document tracking and gathering/forwarding of all required documents as it relates to mortgage originations
Acts as a liaison between the Loan Officer, the client and operations partners to ensure a seamless process
Prioritize and route incoming sales calls, as well as any customer correspondence
Primary liaison with all levels of origination/support staff, Key employees, and any external contacts
Follows up with clients on missing or supporting documentation needed to complete application
Maintain Weekly Pipeline calls with support staff, as well as managing to rate lock expirations
Reviews appraisals, and mortgage loan commitments with loan officers
Reviews loan amounts, values, and any required outstanding conditions, that are warranted to move the loan to closing
Ensures movement of loans through pipeline
Pulls various production reports for monthly review of loan officer and branch goals
Must adhere to pertinent laws, regulations, Key's Compliance Policy and external compliance requirements
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
High School Diploma or equivalency experience (required)
Work Experience
1+ years Banking experience, with an emphasis on mortgage sales and operations (required)
Working knowledge of FNMA, FHLMC, FHA, VA, TIL regulations, Equal Credit Opportunity Act, RESPA regulations, local and state real estate and finance laws (required)
Proficient in sales and service skills; including tele-consulting, prospecting, networking and COI relationship management (required)
Knowledge of products, services, policies and procedures for mortgage sales (preferred)
Demonstrated knowledge of purchase lending requirements and documentation (preferred)
Experience with Mortgage Loan Origination software (preferred)
Detail Oriented, with Strong Proficiency in Word, Excel, and PowerPoint (required)
Must have ability to work independently, and to manage loan origination pipeline to deadline dates (required)
Skills
Excellent communication skills, both written and verbal.
Strong customer service skills.
Ability to prioritize and manage multiple tasks
Demonstrate strong financial acumen by understanding the business priorities of clients, analyzing market trends, and providing strategic advice on mortgage products and lending solutions.
Navigate the home mortgage process, from application to closing.
Partner with real estate agents and financial advisors throughout client's Loan process
Proficiency in sales/originator systems and workflow management
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bag

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