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Mortgage Sales Specialist
Our mission is to create exceptional experiences for our customers that help them achieve their dreams, and we seek extraordinary individuals with the talent and passion to help us bring those dreams to life.
Are you looking for a fulfilling career with a dynamic company culture, growth opportunities, and the chance to make a real impact? At North American Savings Bank (NASB), we pride ourselves on delivering top-notch customer service and financial solutions to support our customers achieve their dreams, whether it's buying their first home or planning for retirement. We believe exceptional customer service starts with an outstanding work culture that rewards hard work, provides the right tools for success, and values a healthy, happy team. With over 92 years of success and continued growth, NASB is seeking new team members eager to grow with us!
We are currently looking for a Mortgage Sales Specialist to join our Residential Lending team.
Job Summary
This role administers and supports operational processes, systems, reporting, and sales tools designed to improve the efficiency and effectiveness of the Residential Lending sales team. Under general supervision, the position manages lead distribution, maintains sales and pipeline information, prepares performance and productivity reporting, supports sales system administration, and coordinates training and process documentation.
The position independently handles moderately complex operational issues involving lead management (Velocify), pipeline activity, sales workflows, and system use, while referring more complex or higher-risk matters to appropriate leadership. The role works closely with Loan Officers and sales leadership to support consistent execution, timely follow-up, effective use of sales tools (Encompass), and an efficient borrower experience. The position also provides back-up for designated Lock Desk responsibilities, including rate lock management and pricing support.
What you can expect to work on
- Serve as the Residential Lending Sales subject matter expert for Velocify, maintaining workflow standards, system utilization, user support, and execution of established sales processes., business priorities, and sales procedure
- Administer and monitor lead distribution and routing rules to ensure alignment with business priorities, Loan Officer capacity, lead allocation strategies, and established governance standards, business priorities, and sales procedures.
- Develop, maintain, monitor, and enforce lead contact cadence requirements, speed-to-lead expectations, and follow-up standards to promote timely engagement and consistent lead management practices, business priorities, and sales procedures.
- Maintain and audit lead statuses, disposition definitions, and lead tracking requirements to ensure accurate reporting, accountability, and data integrity, business priorities, and sales procedures.
- Monitor Loan Officer activity levels, lead engagement, call activity, task completion, follow-up efforts, and system utilization to ensure adherence to established sales process expectations, business priorities, and sales procedures.
- Develop, maintain, and distribute reporting and dashboards related to lead performance, conversion rates, speed-to-lead metrics, Loan Officer productivity, pipeline activity, applications, lock volume, funded loan production, and other key performance indicators., business priorities, and sales procedures.
- Serve as the Encompass subject matter expert for the Sales team, providing system guidance, troubleshooting support, process clarification, and user assistance.
- Monitor lead activity, response times, follow-up efforts, and disposition quality to promote consistent lead management practices.
- Analyze operational and sales data to identify trends, process gaps, reporting concerns, and opportunities to improve workflow efficiency or sales force effectiveness.
- Coordinate and deliver Loan Officer training and development related to lead management, sales processes, mortgage products, systems, procedures, and performance expectations.
- Identify opportunities to improve lead conversion and partner with Loan Officers on follow-up strategies, lead prioritization, and effective use of available tools.
- Monitor Loan Officer pipelines to identify stalled loans, upcoming deadlines, documentation needs, and other issues that may affect the borrower experience or closing timelines.
- Prepare and maintain reports related to lead activity, conversion, pipeline status, production, productivity, forecasts, sales goals, and other established performance measures.
- Support the Lock Desk & Disclosure Analyst for designated Lock Desk responsibilities.
- Process mortgage rate lock requests accurately and within established service-level standards when providing Lock Desk coverage.
- Provide Loan Officer support for off-sheet pricing requests, lock extension requests, and loan program requests not available through standard pricing when providing Lock Desk coverage.
- Assist the SVP, Residential Lending Manager with sales initiatives, issue escalation, process improvement, and implementation of departmental priorities.
What you offer us
- High school diploma or equivalent required; associate or bachelor’s degree in business, finance, or related field preferred.
- 3-5 years of mortgage lending, loan origination, sales support, production coordination, or related experience preferred.
- Must hold and maintain required mortgage loan originator licensing and registrations for assigned origination activities.
- Strong understanding of mortgage origination, sales processes, lead management, loan pipelines, products, guidelines, and terminology.
- Excellent organizational, analytical, coaching, and problem-solving skills with strong attention to detail.
- Proficient in Microsoft Office applications and mortgage systems; advanced working knowledge of Encompass and lead management systems preferred.
- Strong written and verbal communication skills, including the ability to train, coach, provide feedback, and communicate expectations clearly.
- Ability to work independently and collaboratively in a fast-paced environment while managing multiple priorities, deadlines, Loan Officer needs, and file escalations.
- Demonstrates sound judgment, accountability, professionalism, and a strong service orientation with internal and external customers.
- Credit and background checks will be required.
What we offer you
NASB offers competitive compensation and excellent benefits packages, including:
- Comprehensive health insurance (medical, dental, and vision coverage)
- 401(k) retirement plan with a 50% employer match on the first 6% of your contribution
- Generous paid time off (PTO) including 11 holidays, your birthday, and volunteer time
- Exclusive mortgage and banking benefits.
- Employee referral bonuses
- Internal training and development programs to help reach your career goals.
- This position will be based out of our (enter office location) office, with flexibility for remote work one to two days per week.
If you have any questions, please contact jobs@nasb.com.
Note: This job description should not be construed to imply that these requirements are the exclusive standards of the position. The employer has the right to revise this job description at any time. North American Savings Bank (NASB) is an Equal Opportunity/Veterans/Disabled employer.