Sr. Mortgage Consultant Associate, Orange, CA
- Requisition # 10042427-WD
- Job Type Day
- Location Orange, CALIFORNIA
- Date Posted 03/12/2021
Your potential. Your opportunity.
Are you passionate about creating an exceptional client
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
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.
- 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.
- Prequalify potential borrowers using bank standards, quote
- Provide loan options and loan status to various parties of a
real estate transaction including borrowers, real estate
professionals, branch personnel, etc.
- Assist with marketing support, including development of
marketing systems, and cross-selling other bank products.
- Provide sales support by participating in face-to-face meetings
with borrowers, bank partners, and outside referral sources.
The right candidate will have:
- Proficiency with computer software such as Word, PowerPoint,
- Excellent organization, presentation, and communication
- Ability to handle several tasks simultaneously, establish
priority, and coordinate work
- Requires a High School diploma or G.E.D
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.
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
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