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.