Mortgage Sales Coordinator

Life at Amplify

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. That unique intersection is one reason we've been named a Top Workplace by the Austin American-Statesman seven years in a row. 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.

Position Summary

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 include managing phone and chat queues, coordinating events and trainings, serving as a liaison with Marketing, providing administrative support to Mortgage Loan Officers (MLOs), and assisting with loan-related tasks. This role requires exceptional organizational skills, attention to detail, creativity, and the ability to collaborate across departments.

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.

Education and/or Experience

Bachelor's degree in business or a related field preferred. Minimum 2 years of mortgage experience required. Knowledge of Texas Home Equity Loan processes is preferred.

Certificates, Licenses, Registrations

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.

Software and Equipment Requirements

To perform this job successfully, an individual should have knowledge and be efficient with the use of a personal computer, Microsoft Office products, Credit Bureau Systems and financial calculators. Proficiency in Encompass and 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 and/or Loan Prospector underwriting systems preferred.

Must have reliable internet access of 50MBPS which is the minimum speed required to connect to several of our systems and platforms.

Other Qualifications

• Must have excellent judgment skills to make quick decisions within written policy and standard operating procedures.
• Working knowledge of credit unions 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.

What We Offer

To build a better bank, you must build a better team. That's why we're committed to offering the best benefits to our team members. We want your time at Amplify to be a jumping-off point for personal and professional success, and this means offering benefits - including paid volunteer hours and development programs - that will engage your role in our community.

• Medical, Dental, and 401(k) programs for team members.
• 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.

Starting Pay and Benefits

This role offers base pay of $24.03 - $28.84 per hour. It also entails the benefits available to all Amplify employees, including a 401(k) with a company match of 100% on the first 5% you contribute.

Location

This remote role is available to candidates living in the Austin Metropolitan area.

Team Member Testimonials

Read about some of your potential coworkers and why they enjoy working at Amplify. Or check us out on Comparably.

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.