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Mortgage Sales Assistant - Kenmore, WA in Kenmore, WA at KeyBank

Date Posted: 2/23/2021

Job Snapshot

  • Employee Type:
  • Location:
    7830 Northeast Bothell Way
    Kenmore, WA
  • Date Posted:

Job Description


This individual will be responsible for supporting assigned Mortgage Loan Officers with the day-to-day operations and sales activities of residential mortgage lending.


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
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
Provides loan officer with sales support for marketing to past clients and COI's, including mailers, flyers and email blitzes
Prepares presentations, and marketing materials, for meetings and special events
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, district, and branch goals
Coordinates meetings and training sessions on behalf of sales manager/loan officer
Must adhere to pertinent laws, regulations, Key’s Compliance Policy and external compliance requirements


High school diploma or equivalency required
Minimum two years banking experience, with an emphasis on mortgage sales and operations
A working knowledge of FNMA, FHLMC, FHA, VA, TIL regulations, Equal Credit Opportunity Act, RESPA regulations, local and state real estate and finance laws.
Proficient in sales and service skills; including tele-consulting, prospecting, networking and COI relationship management
Proven success working in fast-paced, high volume environments
Demonstrated knowledge of purchase lending requirements and documentation
Strong administrative, organizational skills, and ability to prioritize multiple tasks
Excellent written and verbal communication skills
Detail Oriented, with Strong Proficiency in Word, Excel, and PowerPoint
Must have ability to work independently, and to manage loan origination pipeline to deadline dates
Commitment to superior customer service, with a high level of confidentiality
Extensive knowledge of products, services, policies and procedures for mortgage sales

Employees in this position are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction.


KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.


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