Mortgage Sales Support Officer – Toledo, OH

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Location:

300 S Main Street, Bowling Green Ohio

Location is flexible in the Toledo, Ohio area.

Job Summary
The Mortgage Sales Support Officer (MSSO) will be responsible for supporting Home Lending Loan Officers (both Home Lending Center and Field-based) with the day-to-day operations and sales activities of residential mortgage lending. This individual will support all geographical areas and/or HLC Loan officers centrally and will serve in a liaison capacity with both internal partners and external clients.
Essential Functions

• Assemble Application data, and submit complete package to processing/set up
• Assist in the day-to-day processing, document tracking and gathering/forwarding of all required documents as it relates to mortgage originations
• Acts as a liaison between the Loan Officer, the client and operations partners to ensure a seamless process
• Prioritize and route incoming sales calls, as well as any customer correspondence
• Primary liaison with all levels of origination/support staff, Key employees, and any external contacts
• Follows up with clients on missing or supporting documentation needed to complete application
• Maintain Weekly Pipeline calls with support staff, as well as managing to rate lock expirations
• Reviews appraisals, and mortgage loan commitments with loan officers
• Reviews loan amounts, values, and any required outstanding conditions, that are warranted to move the loan to closing
• Ensures movement of loans through pipeline
• Pulls various production reports for monthly review of loan officer and branch goals
• Must adhere to pertinent laws, regulations, Key’s Compliance Policy and external compliance requirements
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

education

• High School Diploma or equivalency experience (required)

Work Experience

• 1+ years Banking experience, with an emphasis on mortgage sales and operations (required)
• Working knowledge of FNMA, FHLMC, FHA, VA, TIL regulations, Equal Credit Opportunity Act, RESPA regulations, local and state real estate and finance laws (required)
• Proficient in sales and service skills; including tele-consulting, prospecting, networking and COI relationship management (required)
• Knowledge of products, services, policies and procedures for mortgage sales (preferred)
• Demonstrated knowledge of purchase lending requirements and documentation (preferred)
• Experience with Mortgage Loan Origination software (preferred)
• Detail Oriented, with Strong Proficiency in Word, Excel, and PowerPoint (required)
• Must have ability to work independently, and to manage loan origination pipeline to deadline dates (required)

Skills

• Excellent communication skills, both written and verbal.
• Strong customer service skills.
• Ability to prioritize and manage multiple tasks
• Demonstrate strong financial acumen by understanding the business priorities of clients, analyzing market trends, and providing strategic advice on mortgage products and lending solutions.
• Navigate the home mortgage process, from application to closing.
• Partner with real estate agents and financial advisors throughout client’s Loan process
• Proficiency in sales/originator systems and workflow management

Core Competencies

• All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

• General Office – Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Driving Requirements

• May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver’s license required.

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $20.19 – $30.77 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 12/31/2025

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [email protected].

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KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.