Mortgage Sales Assistant II

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

BENEFITS

Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Employees have access to disability and AD&D insurance. We also offer health care and dependent care flexible spending accounts, as well as health savings accounts, to eligible employees. Employees are able to enroll in our company's 401k plan and employer-funded retirement plan. Newly hired employees accrue 6.16 hours of paid time off (PTO) on a per pay period basis based on hours worked (up to a maximum of 160 PTO hours per year) and receive ten paid holidays throughout the calendar year. Additional details regarding BECU Benefits can be found here.

IMPACT YOU'LL MAKE:

As a Mortgage Sales Assistant II at BECU, you'll be at the heart of delivering a seamless and supportive mortgage experience for our members. In this role, you'll partner closely with an externally sourced Sr. Mortgage Advisor to help originate loans, coordinate application submissions, and create meaningful outreach that supports BECU's mission of member-first service. You'll be the go-to for ensuring loan documentation is accurate, complete, and timely-providing guidance and clarity throughout the mortgage journey. From preparing applications and analyzing key documents to supporting outreach events and marketing efforts, your attention to detail and member-first mindset will help BECU deliver on our promise of best-in-class service.

This is your opportunity to grow your mortgage career in a fast-paced, member-focused environment-where your contributions drive real impact.

WHAT YOU'LL DO:

• Support Loan Application Completion: Collect loan data, complete or review mortgage applications on behalf of the Sr. Mortgage Advisor, and follow up with applicants to gather any missing information.

• Verify Sales Contracts: Analyze real estate purchase and sale agreements to ensure all required details are present and meet lending guidelines.

• Assist with Loan Conditions: Review approval notices and outstanding conditions; assist members in gathering and submitting necessary documentation to meet deadlines.

• Create Marketing Materials: Design and organize sales and marketing content and supplies to support Sr. Mortgage Advisor's outreach and visibility.

• Support Events & Community Presence: Help prepare for and occasionally attend first-time homebuyer seminars or local events to promote BECU's mortgage services.

• Expand Referral Network: Partner with the Sr. Mortgage Advisor in relationship building and outreach to grow referral opportunities and strengthen community connections.

• Maintain Compliance & Accuracy: Monitor daily reports to ensure application compliance, accurate pricing, and complete pipeline reporting.

• Manage Pipeline Support Tasks: Order required documentation for submission such as verifications (employment, deposit, rent), tax transcripts, FHA Case Numbers, and VA Certificates of Eligibility.

• Resolve Loan Process Issues: Collaborate with Fulfillment and Underwriting to investigate and resolve loan origination challenges, ensuring smooth progress for our members.

• Be a Trusted Partner: Deliver exceptional service through proactive communication, problem-solving, and a member-first mindset in every task.

• Adapt & Contribute: Perform additional responsibilities as assigned, staying flexible and responsive to team and business needs.

• Team Support: Provide general administrative support to assigned sales team as needed.

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:

• A meaningful role supporting BECU's mission to make homeownership more accessible for our members.

• Hands-on experience in both the operational and relationship-building sides of mortgage lending.

• Growth opportunities within a supportive team committed to your development.

• A role where your proactive communication and organizational skills are celebrated and make a daily difference.

QUALIFICATIONS:

Minimum Qualifications:

• High School Diploma or associated Certification (GED).

• Typically requires two years of Mortgage Lending or equivalent experience, such as Consumer Lending or Retail Banking.

Desired Qualifications:

• Experience supporting a high producing loan officer and/or team of loans officers.

• Proficient relationship management, problem resolution, and customer service skills.

• Proficient at analyzing income documentation to qualify applicants within loan parameters.

• Proficient organizational skills.

• Proficient verbal and written skills to effectively communicate.

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

• Desk location in team territory location as directed by manager. Ability to travel to offices in region.

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

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.