Mortgage Sales Assistant

Answer incoming calls, pre-qualify applicants, and take applications over the phone. Gather documentation from potential borrowers and Mortgage Representatives, then scan and upload documents into Mortgagebot LOS. Pre-qualify applicants, monitor submitted applications, and import new loans from POS. Schedule appointments for Mortgage Loan Officers and coordinate with MLOs, members, and processors to ensure smooth application completion. Prepare daily, weekly, and monthly sales tracking and member satisfaction survey reports using Microsoft Excel. Support MLOs with document collections, complete notices of incomplete applications, and refer calls to appropriate teams. Achieve referral goals to support deposit growth while maintaining compliance with federal, state, and NCUA rules.