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MUFG Union Bank Mortgage Consultant Sr Sales Associate- Remote/CA in Remote Worker, California

Are you passionate about creating an exceptional client experience?

Discover your opportunity with Union Bank®, a division of the Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. At Union Bank, we have our clients’ best interest in mind and draw on more than 160 years of experience to understand their distinct needs to tailor our solutions. We’re part of 180,000 colleagues around the globe striving to be the world’s most trusted financial group, knowing that trust starts with a culture of putting people first and empowering you to achieve your potential.

Join Union Bank, where being inspired is expected and creating results is rewarded.

This is a remote position. A member of our recruitment team will discuss location preferences with you in more detail.

We're looking for a Senior Sales Associate to support one or more mortgage consultants by performing various clerical, technical, and sales-related tasks. This could include customer correspondence and personal interaction, marketing, and management of the Mortgage Consultant's pipeline. You would report to the Regional Sales Manager and need a regular monthly loan production of 5mm from the Mortgage Consultant.

Responsibilities:

25%

  • Prioritizing loans for fundings

  • Ensure customer service levels are met by coordinating with processing and underwriting staff.

  • Serve as a liaison between borrowers, Realtors, and processing/underwriting support staff.

25%

  • Prequalify potential borrowers using bank standards, quote rates.

  • Provide loan options and loan status to various parties of a real estate transaction including borrowers, real estate professionals, branch personnel, etc.

25%

  • Assist with marketing support, including development of marketing systems, and cross-selling other bank products.

25%

  • Provide sales support by participating in face-to-face meetings with borrowers, bank partners, and outside referral sources.

Qualifications:

The right candidate will have:

  • Proficiency with computer software such as Word, PowerPoint, Excel etc.

  • Excellent organization, presentation, and communication skills

  • Ability to handle several tasks simultaneously, establish priority, and coordinate work

  • Requires a High School diploma or G.E.D

Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination.The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.

Some MUFG roles require that individuals be fully vaccinated against COVID-19, subject to exemptions for medical or religious reasons, as well as any other reason required by applicable law or order. Should you be selected for an interview, your recruiter will provide additional information.

At Union Bank, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend some time reviewing them!

Our Culture Principles

  • Client Centric

  • People Focused

  • Listen Up. Speak Up.

  • Innovate & Simplify

  • Own & Execute

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