Mortgage Sales Assistant at KeyCorp in Albany, New York

Job Description:

Assemble application data, and submit complete package to processing/set up
Assist in the day to day processing, document tracking and gathering/forwarding of all required documents as it relates to mortgage originations
Prioritize and route incoming sales calls, as well as any customer correspondence
Primary liaison with all levels of origination/support staff, Key employees, and any external contacts
Follows up with clients on missing or supporting documentation needed to complete application
Provides loan officer/sales manager with sales support for marketing to past clients and COI's, including mailers, flyers and email blitzes
Prepares presentations, and marketing materials, for meetings and special events
Maintain Weekly Pipeline calls with support staff, as well as managing to rate lock expirations
Reviews appraisals, and mortgage loan commitments with loan officers
Reviews loan amounts, values, and any required outstanding conditions, that are warranted to move the loan to closing
Ensures movement of loans through pipeline
Pulls various production reports for monthly review of loan officer, district, and branch goals
Coordinates meetings and training sessions on behalf of sales manager/loan officer
Must adhere to pertinent laws, regulations, Key s Compliance Policy and external compliance requirements

KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled.