Sales Coordinator - Plano, United States - Prosperity Home Mortgage

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    Description
    Job Summary: Sales Coordinator

    Under the direct supervision of the Area Sales Leader, the Sales Coordinator provides administrative, marketing and sales support to the Mortgage Consultants "MC" and/or Branch or Sales Managers.Regular, predictable and dependable attendance is essential to satisfactory performance of this job.

    Essential Responsibilities:
    • Performs filing, typing, data entry and various other clerical and administrative duties as assigned
    • Support marketing efforts which include preparing marketing materials, identifying customer prospects, identifying market trends preparing and assembling sales materials and/or other literature
    • Answer client inquiries on behalf of the MC regarding loan activity
    • Monitor loan progress and follow up on outstanding items.Assist in preparing loan packages for underwriting submission.
    • Follows up with customers and vendors to ensure that files are complete
    • Orders credit report, appraisal and condo questionnaire. Coordinate with third-party vendors such as appraisers and title companies. Input loan application data into our system accurately and efficiently.
    • Conducts cursory, "pre-processing" review of loan file based on checklist, including loan and/or credit analysis to ensure loan file is in approval order for submission to underwriting
    • Completes set-up instructions which include reviewing borrower's documentation, such as pay stubs, credit reports, bank statements and W2's for accuracy and compliance to underwriting guidelines
    • Performs any additional follow-up required to assure closing date is met, including but not limited to, contact with title companies, insurance companies, branch closing department and customers, and performs post-closing follow-up as required
    • Must comply with industry-related regulations, requirements and state/federal laws as applicable to the job duties of this position
    • Performs other duties as assigned
    Minimum Requirements:

    These specifications are general guidelines based on the minimum requirements. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Individual abilities may result in some deviation from these guidelines.
    • High school diploma or equivalent; Bachelor's degree preferred.
    • Previous experience in mortgage lending or related field preferred.
    • Strong organizational skills and attention to detail
    • CANVA or similar platform experience preferred but not required.
    • Excellent communication and customer service skills.
    • Ability to multitask and prioritize in a fast-paced environment.
    • Proficiency in Microsoft Office Suite and loan origination software.
    • Knowledge of mortgage lending regulations and guidelines is a plus.
    Benefits:

    Competitive salary, health, dental, and vision insurance, 401K, paid time off and holidays, professional development opportunities

    Join our team and embark on a rewarding career in mortgage lending Apply today by submitting your resume and cover letter.

    Prosperity Home Mortgage, LLC is an Equal Opportunity Employer and is committed to Diversity, Equity, and Inclusion in the workplace.We prohibit discrimination and harassment of any type based on race, color, religion, age, sex, national origin, disability status, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

    This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.