What are the responsibilities and job description for the Mortgage Loan Officer Assistant position at The Federal Savings Bank?
Job Type
Full-time
Description
We are seeking a motivated and detail-oriented Mortgage Loan Officer Assistant (LOA) for our Saratoga, NY office. As a Licensed Mortgage LOA, your primary responsibility will be to reach out to current clients who are in the mortgage loan process. You will engage in providing relevant updates on their loan process, collect conditions and assist in Third Party Orders. The ideal candidate is someone who is customer service oriented with excellent communication skills, a strong sales mindset, and the ability to be organized and set follow-ups. This position is remote, five days a week.
For More Information Please Contact
SARAH HELTON, VP of Business Development
Phone: 847-977-1858
Email: shelton@thefederalsavingsbank.com
Key Responsibilities
Full-time
Description
We are seeking a motivated and detail-oriented Mortgage Loan Officer Assistant (LOA) for our Saratoga, NY office. As a Licensed Mortgage LOA, your primary responsibility will be to reach out to current clients who are in the mortgage loan process. You will engage in providing relevant updates on their loan process, collect conditions and assist in Third Party Orders. The ideal candidate is someone who is customer service oriented with excellent communication skills, a strong sales mindset, and the ability to be organized and set follow-ups. This position is remote, five days a week.
For More Information Please Contact
SARAH HELTON, VP of Business Development
Phone: 847-977-1858
Email: shelton@thefederalsavingsbank.com
Key Responsibilities
- Lead Outreach: Make outbound calls, emails and text to current clients.
- Data Entry: Maintain accurate records of calls, leads, and appointments in the CRM system.
- Follow-Up: Regularly follow up with current clients.
- Customer Service: Provide exceptional service to potential clients, building trust and rapport over the phone.
- Reporting: Track key performance metrics such as call volume, conversion rates, and scheduled appointments, and report them to the management team.
- Stay Informed: Keep up-to-date with mortgage industry trends and company offerings to better address lead questions and concerns.
- Base Salary plus monthly incentive bonus
- Generous paid time off plus sick time
- Health, Dental, and Vision insurance plans and partial 401k match
- Leadership coaching to help succeed in life, both professionally and personally
- Experience: Prior experience in sales, customer service, or telemarketing, ideally within the mortgage or real estate industry (but not required).
- Communication Skills: Excellent verbal communication skills, with the ability to explain mortgage products clearly and effectively.
- Sales Skills: Strong sales skills and the ability to persuade and influence others.
- Tech-Savvy: Comfortable using CRM software, email systems, and Microsoft Office applications (Excel, Word), Mortgage Systems such as Encompass, Optimal Blue (Training Available).
- Attention to Detail: Strong organizational skills with the ability to manage multiple leads and follow up effectively.
- Self-Motivated: Ability to work independently, manage time efficiently, and meet performance targets.
- NMLS Registration: You will be responsible for registering with the Nationwide Mortgage Licensing System (NMLS) and affiliate yourself with The Federal Savings Bank before your start date.
