BOK Financial Mortgage Sales Assistant Denver in Englewood, Colorado

Req ID: 31121Areas of Interest: MortgageBOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOKFinancial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financialservices holding company with operations in ten states Oklahoma, Texas,Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraskaand Wisconsin. The company began more than 100 years ago in Tulsa and hassuccessfully diversified into a variety of industries, businesses andgeographiThe Sales Assistant performs vital functions that allow the Loan Originator tofocus on customer relationships and customer retention. Sales Assistant mustplay an integral part in increasing the Loan Originator's volume. Mustsuccessfully use creative marketing and sales practices to create newbusiness. Assist Loan Originator in building relationships with referralpartners and jointly making calls and attending Realtor functions with theLoan Originator. Sales Assistant must remain current on product knowledge andunderwriting guidelines. Use existing systems and technology according to LoanOriginator Business Plan and company values. Sales Assistant must alwaysremain a part of the Loan Originator Team.PRINCIPLE DUTIES AND RESPONSIBILITIES: - Prepare all marketing flyers for our consumer branch locations fornotification of new products, specialty products and special savings beingoffered through both the Mortgage Tool Box and Preferred Partners websites.Design specific reports in Mortgage Returns that will identify the 'HotList' of borrowers that the Loan Originator needs to contact for maximumresults. Send and assist in identifying what e-mail should be sent to theBorrower dependent on the category of Borrowers being targeted. - Prepare all materials necessary for attendance at a Brokers Open,i.e. flyers detailing the specific property and the loan products availablefor each property, rates available as well as payment schedules. Introducemy Loan Originator and myself at the brokers open as the Bank of OklahomaMortgage Group team that would be ready to assist them with their needs.Answer questions from realtors as well as perspective buyers during theBrokers Open. - Review all new files to make sure disclosures are sent timely as wellas all information entered is complete and accurate on the 1003. Analyze allmail in applications for completeness. Input the information from theapplications. Contact Borrowers for additional information as needed on everyapplication. Point of contact for Loan Originator when out of the office,which entails meeting with any scheduled appointments, both in office and byphone, returning all phone messages and reviewing internet applications. - Monitor pipeline reports daily to insure files moving promptly perguidelines and no defects occur without documentation noted. Prepare andparticipate in weekly pipeline meetings with both Loan Originator and LoanProcessor to discuss all files and their current status. - Monitor and expedite the file flow process by making sure the file isturned over from the Loan Originator and the Notice of Incompleteness is sentshowing all necessary documents required for the decision process on the file.Follow guidelines set in the File Flow Process for the department making surespecific documents received prior to moving to the next stage or expiration ofthe notices sent. Order all appraisals and titlework as soon as documentsobtained; advising Borrower ready to move forward. Submit tax analysis toUnderwriting on self-employed borrowers to insure proper income utilized.Update all agents, title companies, and point of contact for borrowers inUnifi on all files or as required changes occur. - Support the Front Desk assisting on morning, lunch and afternoonbreaks, and allocated days off, for phone coverage. Assist all peers whenout of the office per the Buddy system for coverage for all LoanOriginator's and clients. Submit and prepare expense reports.KNOWLEDGE, SKILLS and ABILITIES: - Good PC a