Sales Support Officer - Remote

Location:

For Those Who Work At Home - Various, Ohio 44144

Job Summary
The Mortgage Sales Support Officer will be responsible for supporting Home Lending Loan Officers (both Home Lending Center and Field-based) with the day-to-day operations and sales activities of residential mortgage lending. This individual will support all geographical areas and / or HLC Loan officers centrally and will serve in a liaison capacity with both internal partners and external clients.

Responsibilities

• 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
• Acts as a liaison between the Loan Officer, the client and operations partners to ensure a seamless process
• 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
• 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 and branch goals
• Must adhere to pertinent laws, regulations, Key’s Compliance Policy and external compliance requirements
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education Qualifications

• High School Diploma or equivalency (required)

Experience Qualifications

• 1-3 years Banking experience, with an emphasis on mortgage sales and operations (required)
• Working knowledge of FNMA, FHLMC, FHA, VA, TIL regulations, Equal Credit Opportunity Act, RESPA regulations, local and state real estate and finance laws (required)
• Proficient in sales and service skills; including tele-consulting, prospecting, networking and COI relationship management (required)
• Proven success working in fast-paced, high volume environments (required)
• Knowledge of products, services, policies and procedures for mortgage sales (preferred)
• Demonstrated knowledge of purchase lending requirements and documentation (preferred)
• Knowledge of Empower, Blend, & ACAPS a plus (preferred)
• Strong administrative, organizational skills, and ability to prioritize multiple tasks (required)
• Excellent written and verbal communication skills (required)
• Detail Oriented, with Strong Proficiency in Word, Excel, and PowerPoint (required)
• Must have ability to work independently, and to manage loan origination pipeline to deadline dates (required)
• Commitment to superior customer service, with a high level of confidentiality (required)

Licenses and Certifications

• 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. ()
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Personal Skills

• Collaboration
• Decision Making
• Problem Solving
• Resilience

Practical Skills

• Business Acumen
• Change Navigation
• Data Analysis
• Oral & Written Communication
• Risk Management

Core Competencies

• All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

COMPENSATION AND BENEFITS

This position is eligible to earn an hourly rate of $23-25 per hour. Compensation for this role also includes short-term incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties.

Job Posting Expiration Date: 09/24/2024

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

 

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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