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Sales Associate
Banco Santander
Villanova, PA, United States
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Description
[POSITION SUMMARY]
The MRDSA originates and closes retail mortgages and coordinates loan origination tasks. The position also acts as a resource for other Team Member MDOs and supports the Sales team in the Managers absence. [POSITION DUTIES] Act as a go to person for the Sales Office in the managers absence for: Coordinate & conduct product, pricing, compliance, and LOS systems training for new MDOs within the Sales Office, Function as the systems expert for the Sales Office,As directed by sales mgr, Obtain outstanding loan conditions from borrowers; Update LOS system with additional information, loan conditions, lock in rates, etc.; Assist in preparation and distribution of marketing materials,As directed by sales mgr, interact with underwriting, processing, and closing areas to expedite loans in the pipeline; Communicate with attorneys regarding mortgage loan closings,As directed by sales mgr, take applications/meet with customers; Input application data to the LOS system, generate disclosures; Obtain automated underwriting findings from LP/DU,As directed by sales mgr, take phone calls from borrowers, answer questions - return calls with information concerning rates/programs/required documentation; Communicate with Real Estate Brokers concerning status of loans in process,In manager's absence, act as the underwriting, secondary marketing, and closing liaison; Function as the product and pricing knowledge expert for the Sales Office,In manager's absence, assist MDOs in placing difficult loan scenarios into the most suitable product; Create and generate Marketing materials for the Sales Office,Originate and close a retail mortgage production pipeline.
[QUALIFICATION]
Some college preferred;
1-2 years of mortgage experience in personal origination, mortgage software, product, pricing, and marketing;
Microsoft Office Suite, mortgage software
[EXPERIENCE]
Between 1 - 2 years
[SPECIALIZED KNOWLEDGE]
Ability to multi-task and prioritize,
Ability to utilize various software programs to create marketing materials
,Skilled in building relationships with customers and in selling,
Skilled in training applications