Find your dream job faster with JobLogr
AI-powered job search, resume help, and more.
Try for Free
UN

United Nations Federal Credit Union

via Icims

Apply Now
All our jobs are verified from trusted employers and sources. We connect to legitimate platforms only.

Mortgage Sales Assistant

Anywhere
other
Posted 8/8/2025
Direct Apply
Key Skills:
Member Service
Sales Orientation
Organizational Skills
Communication Skills
PC Skills
MS Office
Mortgage LOS
Clerical Functions
Reporting
Documentation
Appointment Scheduling
Market Analysis
Compliance
Team Support
Promotional Activities
Training Participation

Compensation

Salary Range

$Not specified

Responsibilities

The Mortgage Sales Assistant supports the team with administrative tasks related to the originations process, including member applications, scheduling, and documentation. They also prepare sales tracking reports and assist with compliance and promotional activities.

Requirements

Candidates should have at least 1 year of experience in a residential lending environment and possess strong PC skills, particularly in MS Office. An associate's degree or equivalent experience is preferred, along with excellent member service and organizational skills.

Full Description

Why join this team This position is focused on the administrative side of the originations process and is responsible for supporting the rest of the team in this capacity. This includes assisting with member applications, appointment scheduling, member documentation, reporting and rates. What you'll do Regardless of seniority or role, uphold UNFCU’s mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors. Prepare daily, weekly and monthly sales tracking reports. Import new loans from LOS to FICS. Compile competitive market analysis as needed. Schedule appointments for Loan Officers. Respond to telephone calls and emails and assist with general inquiries related to interest rates, closing costs and loan programs. Review and process paperwork submitted by Loan Officers and members. Scan application documents into document management system. Review and distribute incoming emails and correspondence. Assist with promotional activities, i.e. seminars, webinars, Realtor Days, etc. Perform all clerical functions for the department (i.e. filing, maintenance of databases, photocopying, meeting minutes and mailing thank you letters and promotional giveaways). Participate in credit union training programs and any other functions as requested. Uphold UNFCU’s compliance with the Bank Secrecy Act and anti-money laundering policies and procedures, including: Maintain awareness of and report suspicious activity Complete all relevant BSA reports promptly and accurately (e.g. CTRs, SARs) Complete annual BSA/AML/OFAC training Perform additional responsibilities as assigned What we're seeking 1 year of experience in a first or second residential lending origination environment Strong PC skills Intermediate knowledge of MS Office (Work, Excel, Outlook, PowerPoint) Prior experience with mortgage LOS a plus Associates degree or equivalent experience What makes you stand out Excellent member service skills Strong sales orientation Good organizational and communication skills Who we are UNFCU is a global not-for-profit financial institution that serves the UN community. We are committed to providing peace of mind to our members and colleagues and strive to achieve service excellence in all that we do. The best part of UNFCU is the people. Those that choose to work with us often find personal fulfillment, professional growth and a purposeful culture. UNFCU is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. UNFCU prohibits discrimination and harassment of any type. All applicants will be considered for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by country, federal, state or local laws.

This job posting was last updated on 8/9/2025

Ready to have AI work for you in your job search?

Sign-up for free and start using JobLogr today!

Get Started »
JobLogr badgeTinyLaunch BadgeJobLogr - AI Job Search Tools to Land Your Next Job Faster than Ever | Product Hunt