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About the Role

The Mortgage Sales Coordinator plays a key role in supporting the retail mortgage sales team. This multifaceted position combines responsibilities from marketing coordination and sales support to ensure efficiency, consistency, and high-quality service delivery.

Responsibilities

• Provide backup support for the retail mortgage phone/chat queues and manage the weekly schedule for loan officers.
• Coordinate logistics for internal and external events and trainings, including scheduling, setup, marketing, and ordering promotional items.
• Serve as a liaison between the mortgage sales team and the Marketing department.
• Conduct monthly strategy meetings with MLOs to identify marketing opportunities and assist with related requests.
• Work with the Marketing department on the design and production of graphics for social media, flyers, presentations, and co-branded marketing materials.
• Monitor and manage the supply of marketing materials, swag, and closing gifts for the real estate team; reorder as needed.
• Support the VP of Real Estate Production with monthly reports, including MLO marketing activity and social media analytics.
• Collaborate with Marketing to produce monthly MLO newsletters, follow-up communications, and Salesforce data uploads for leads from events.
• Track and manage leads received from internal departments, online platforms, and email inquiries.
• Assist MLO’s with borrower follow up and collection of documents to ensure timely file submissions.
• Review loan files for completeness and prepare them for submission to Processing.
• Submit lock requests and extensions, and assist in preparing pre-qualification letters when loan support is needed during the absence of a MLO.
• Facilitate communication and coordination between MLOs and Operations on file-specific needs, including documentation and status updates.
• Stay informed of changes to mortgage lending products, credit union and investor guidelines, and compliance regulations.
• Provide backup assistance to the lock desk as needed.

Requirements

• Minimum 2 years of mortgage experience required.
• Must be bondable by a credit union.
• Requires registration as a MLO with the Nationwide Mortgage Licensing System (NMLS) and Registry on an annual basis in addition to maintaining updates as needed.
• Initial registration is required immediately upon hire.
• Knowledge and efficiency with the use of a personal computer, Microsoft Office products, Credit Bureau Systems and financial calculators.
• Must have reliable internet access of 50MBPS which is the minimum speed required to connect to several of our systems and platforms.
• Must have excellent judgment skills to make quick decisions within written policy and standard operating procedures.
• Working knowledge of credit union's products and services, policies, and the Federal Credit Union Act including bylaws and regulations that apply to federally chartered credit unions is required.
• Ability to understand and make recommended changes to Standard Operating Procedures and familiarity with state and federal NCUA regulations required.
• Additional regulations applicant should understand include, but are not limited to: HMDA, Regulation Z, Regulation B, TRID, the FHLMC, FNMA, FHA rules and processes.

Skills

• Exceptional organizational skills
• Attention to detail
• Creativity
• Ability to collaborate across departments
• Proficiency in Encompass is preferred
• Proficiency in Salesforce is preferred
• Ability to learn and train others in the use of specialized mortgage lending software may be required
• Prior experience with Desktop Underwriter is preferred
• Prior experience with Loan Prospector underwriting systems is preferred

Location

• TX - Parmer HQ - Austin, TX 72727
• Austin Metropolitan area

Work Type

• Full Time
• Remote

Experience Level

• Minimum 2 years of mortgage experience required

Education Level

• Bachelor’s degree in business or a related field preferred

Salary/Compensations

• $24.03 - $28.84 Hourly

Benefits

• Medical
• Dental
• 401(k) programs
• Paid volunteer hours
• Development programs
• Customized volunteer opportunities with our signature partners (Saint Louise House)
• Additional paid time off for volunteer-related activities
• Undergraduate and graduate tuition benefits for eligible full-time and part-time team members
• 401(k) with a company match of 100% on the first 5% you contribute

About the Company

• As a growing, tech-focused credit union, Amplify Credit Union delivers value to our members through our products and impact to our community through our profits.
• We’re also proud to say that we’re the only full-service financial institution that doesn’t have deposit fees of any kind.
• We’re looking for teammates who are inspired by our mission and ready to grow their careers.
• As they do, our employees can expect Amplify to uphold our commitments to culture, community, inclusion, and more.

Equal Opportunity

• Amplify is an Equal Employment Opportunity Employer, seeking people from all backgrounds, life experiences, and world views.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.