Mortgage Sales Assistant II

Company	BECU
Location	Washington, USA
Salary	$23.37 – $28.51
Type	Full-Time
Degrees
Experience Level	Junior, Mid Level

Requirements

High School Diploma or associated Certification (GED)
Typically requires two years of Mortgage Lending or equivalent experience, such as Consumer Lending or Retail Banking
Comply with SAFE Act legislation, which requires annual registration as a Mortgage Loan Originator (MLO)

Responsibilities

Support Loan Application Completion: Collect loan data, complete or review mortgage applications on behalf of the Sr. Mortgage Advisor, and follow up with applicants to gather any missing information.
Verify Sales Contracts: Analyze real estate purchase and sale agreements to ensure all required details are present and meet lending guidelines.
Assist with Loan Conditions: Review approval notices and outstanding conditions; assist members in gathering and submitting necessary documentation to meet deadlines.
Create Marketing Materials: Design and organize sales and marketing content and supplies to support Sr. Mortgage Advisor’s outreach and visibility.
Support Events & Community Presence: Help prepare for and occasionally attend first-time homebuyer seminars or local events to promote BECU’s mortgage services.
Expand Referral Network: Partner with the Sr. Mortgage Advisor in relationship building and outreach to grow referral opportunities and strengthen community connections.
Maintain Compliance & Accuracy: Monitor daily reports to ensure application compliance, accurate pricing, and complete pipeline reporting.
Manage Pipeline Support Tasks: Order required documentation for submission such as verifications (employment, deposit, rent), tax transcripts, FHA Case Numbers, and VA Certificates of Eligibility.
Resolve Loan Process Issues: Collaborate with Fulfillment and Underwriting to investigate and resolve loan origination challenges, ensuring smooth progress for our members.
Be a Trusted Partner: Deliver exceptional service through proactive communication, problem-solving, and a member-first mindset in every task.
Adapt & Contribute: Perform additional responsibilities as assigned, staying flexible and responsive to team and business needs.
Team Support: Provide general administrative support to assigned sales team as needed.

Preferred Qualifications

Experience supporting a high producing loan officer and/or team of loans officers.
Proficient relationship management, problem resolution, and customer service skills.
Proficient at analyzing income documentation to qualify applicants within loan parameters.
Proficient organizational skills.
Proficient verbal and written skills to effectively communicate.
Desk location in team territory location as directed by manager. Ability to travel to offices in region.