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Mortgage Sales Assistant I

BECU

Seattle, WA

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JOB DETAILS
JOB TYPE
Full-time, Employee
SKILLS
Analysis Skills, Asset Management, Business Transformation, Coaching, Communication Skills, Condominiums, Credit Union, Data Quality, Detail Oriented, Documentation, Escrow, High School Diploma, Lead Management, Loan Closing, Loan Documents, Loan Origination, Loan Review, Loans, Maintain Compliance, Marketing, Marketing/Sales Collateral, Mathematics, Mortgage, Mortgage Lending, Mortgage Regulations, People Management, Philosophy, Presentation/Verbal Skills, Pricing, Quality Metrics, Regulatory Compliance, Regulatory Requirements, Seminars, Service Level Agreement (SLA), Team Player, Time Management, Tuition Reimbursement, Writing Skills
LOCATION
Seattle, WA
POSTED
30+ days ago
Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits?

Our "people helping people" philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference.

While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU.

PAY RANGE

The Target Pay Range for this position is $21.78-$26.63 hourly. The full Pay Range is $21.65-$31.44 hourly. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. hourly. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.

BENEFITS - because people helping peoplestarts with supporting you

401(k) Company Match (up to 3%)

4% annual contribution to your 401(k) by BECU

Medical, Dental and Vision (family contributions as well)

PTO Program + Exchange Program

Tuition Reimbursement Program

BECU Cares volunteer time off + donation match

IMPACT YOU'LL MAKE:

As a Mortgage Sales Assistant I, you'll be a vital force behind BECU's mortgage success-helping members turn big life moments into reality. In this role, your attention to detail, organization, and member-first mindset ensure mortgage applications move smoothly, accurately, and on time. By partnering closely with Mortgage Loan Originators and internal teams, you help create an exceptional lending experience, support responsible growth, and strengthen trust with every interaction. Your work doesn't just support the process-it powers it.

To join our dynamic team in this role, we require candidates to be residents of WA state. If you're located within a reasonable driving distance to our Tukwila Headquarters (TFC), we encourage you come into the office on Tuesdays & Wednesdays each week.For those candidates that live outside the commutable distance to TFC, this role will be primarily remote. Remote or onsite, we are committed to ensuring you are fully engaged and included in our collaborative environment.

WHAT YOU'LL DO:

Ensure Loan Accuracy & Quality: Review mortgage applications and supporting documentation to ensure completeness and quality, updating files directly or collaborating with Mortgage Loan Originators, members, and partners to gather missing information.

Support Loan Progression: Review Notices of Incomplete Application (NOIA) and approval conditions, helping secure required documentation to keep loans moving efficiently through the pipeline.

Coordinate Marketing & Outreach Efforts: Order, assemble, and prepare sales and marketing materials, including support for First-Time Homebuyer (FTHB) seminars, community events, and outreach initiatives when needed.

Maintain Data Integrity: Rekey loans as necessary and monitor daily reports for new mortgage applications to ensure pricing accuracy and compliance standards are met.

Manage Loan Documentation Requests: Order required third-party items for loan submissions, including (but not limited to) VOE, VOR, VOD, SSAE18, tax transcripts, FHA case numbers, and Certificates of Eligibility.

Monitor Compliance & Service Standards: Track pipeline exception reporting to ensure service level agreements and regulatory requirements are consistently upheld.

Coach & Support Process Excellence: Provide guidance and coaching on procedural and process-related items to help teams operate efficiently and confidently.

Oversee Centralized Communication Channels: Manage Mortgage Division inboxes by reviewing, responding to, evaluating, and uploading documentation into the appropriate loan files.

Collaborate to Solve Challenges: Partner with mortgage production team members to analyze and resolve administrative or operational challenges within the loan origination process.

Distribute Leads & Applications: Assign online leads and mortgage applications to Mortgage Loan Originators for timely review and follow-up.

Handle Time-Sensitive Disclosures: Mail initial loan disclosures and decline letters within required regulatory timeframes.

Coordinate with External Partners: Engage with title, escrow, appraisal, flood, employment verification, insurance, and condo project vendors to ensure all loan requirements are met.

Maintain Lead Management Standards: Review mortgage lead management systems to ensure departmental service and quality standards are consistently achieved.

Pitch In Where Needed: Perform additional duties as assigned, contributing to team success and operational excellence.

This isn't just about ticking off tasks on a list. It's about making a significant, positive change in BECU's journey, where your contributions are valued, and your growth is continually fostered.

WHAT YOU'LL GAIN:

Purpose-Driven Work: Be part of a mission-focused credit union where your work directly supports members' homeownership dreams.

Collaborative Team Environment: Work alongside experienced mortgage professionals who value teamwork, knowledge-sharing, and mutual support.

Skill Growth & Development: Build deep expertise in mortgage operations, compliance, and loan lifecycle management.

Career Pathways: Gain exposure to mortgage lending functions that can open doors to future growth within BECU.

Stability with Impact: Enjoy the confidence of working for a trusted financial institution while making a real difference for members and communities.

QUALIFICATIONS:

Minimum Qualifications:

High School Diploma or associated Certification (GED).

Minimum two years of advanced level clerical work experience.

Comply with SAFE Act legislation, which requires annual registration as a Mortgage Loan Originator (MLO).

Desired Qualifications:

One year of experience working in a Mortgage Lending environment.

Experience working with Encompass loan origination system.

Proficient math skills, with a high degree of accuracy.

Proficient organizational skills.

Proficient verbal and written skills to effectively communicate.

JOIN THE JOURNEY:

Ready to make an indelible impact? Eager to be a part of a collaborative and innovative team where your ideas and contributions don't just fill a role, but fuel the growth and success of BECU? This is more than a job - it's a chance to elevate your career, skills, and future, all while contributing to the robust technological landscape of BECU.

Embrace the opportunity to grow with us. Apply now, bring your expertise to the table, and let's achieve excellence together at BECU. Your journey of influence, innovation, and impactful contribution starts now. #BECU #YourGrowth #BECUJourney

EEO Statement:

BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.

About the Company

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BECU