This site uses cookies. To find out more, see our Cookies Policy

Mortgage Sales Assistant in Portland, ME at Key Bank- Corporate

Date Posted: 11/20/2018

Job Snapshot

Job Description

This individual will be responsible for supporting Mortgage Sales Managers, as well as the 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/sales manager 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

Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,335 ATMs; telephone banking centers ; and a website,®, that provides account access and financial products 24 hours a day

KeyBank has administrative services in place that help support the business. These include: Finance, Human Resources, Legal, and Marketing. KeyBank’s Corporate Center supports strategic initiatives through multiple teams which provide distinctly different, yet interrelated, disciplines for the Corporate Bank Leadership team and its business groups.


KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

JobID: 32820BR

Not Ready to Apply?

Joining our Talent Network will enhance your job search and application process. Whether you choose to apply or just leave your information, we look forward to staying connected with you.