MUFG Union Bank Sr. Mortgage Consultant Sales Associate, Walnut Creek, CA in Walnut Creek, 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 care about the details that matter most to our clients. We have our clients’ best interest in mind, drawing on more than 150 years of experience to understand their distinct needs and tailor our solutions. We’re part of 180,000 colleagues around the globe striving to be the world’s most trusted financial group. 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.
Reporting to the Regional Sales Manager, this position is responsible for supporting one or more mortgage consultants by performing various clerical, technical and sales-related functions, including but not limited to, customer correspondence and personal interaction, marketing and management of MC's pipeline. This position requires a regular monthly loan production of 5mm from the Mortgage Consultant.
25% Manage Mortgage Consultants pipeline by 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 mortgage consultant with marketing support, including development of marketing systems, and cross selling other bank products.
25% Assist Mortgage Consultant with sales support.
Participate in face to face meetings with borrowers and meetings with bank partners and outside referral sources.
Position requires proficiency with computer software such as Word, PowerPoint, Excel etc.; excellent organizational, presentation and communication skills; ability to handle multiple tasks simultaneously, establish priority and coordinate work.
Requires a high school diploma or G.E.D
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.
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
This position may be subject to SAFE Act Registration Requirements. 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.
Job: Consumer Banking
Primary Location: CALIFORNIA-Walnut Creek
Schedule Full Time
Req ID: 10038393-WD