Mortgage Sales Support Officer

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About the position

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.

Responsibilities

  • 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

Requirements

  • High School Diploma or equivalency experience (required)
  • 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)
  • 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)
  • 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

Nice-to-haves

  • 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)
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