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Sales Coordinator in Bethesda, MD at PHM

Date Posted: 7/23/2018

Job Snapshot

Job Description

Prosperity Home Mortgage, LLC is an industry leader and one of the largest and most respected mortgage lenders with a footprint in the Mid-Atlantic, Northeast, Southeast and Mid-West. We are a full service mortgage banker providing a wide array of products, programs and services throughout the home financing process. Our commitment to the real estate community that we serve is one of a kind. We are looking for dedicated talented mortgage professionals to join our fast growing workforce.

 Job Summary:

Under the direct supervision of a Branch Manager, or a Sales Manager, the Sales Coordinator provides administrative, marketing and sales support to the Mortgage Consultants “MC” and/or Branch or Sales Managers.  Regular, predictable and dependable attendance is essential to satisfactory performance of this job.

 Essential Responsibilities:

  • Performs filing, typing, data entry and various other clerical and administrative duties as assigned
  • Support marketing efforts which include preparing marketing materials, identifying customer prospects, identifying market trends preparing and assembling sales materials and/or other literature
  • Answer client inquiries on behalf of the MC regarding loan activity
  • Assists in obtaining necessary documentation from loan borrowers to make complete submission to Underwriting
  • Follows up with customers and vendors to ensure that files are complete
  • Orders credit report, appraisal and condo questionnaire
  • Conducts cursory, “pre-processing” review of loan file based on checklist, including loan and/or credit analysis to ensure loan file is in approval order for submission to underwriting
  • Completes set-up instructions which include reviewing borrower’s documentation, such as pay stubs, credit reports, bank

Statements and W2’s for accuracy and compliance to underwriting guidelines

  • Performs any additional follow-up required to assure closing date is met, including but not limited to, contact with title companies, insurance companies, branch closing department and customers, and performs post-closing follow-up as required
  • Must comply with industry-related regulations, requirements and state/federal laws as applicable to the job duties of this position
  • Performs other duties as assigned


Work Environment: 

  • Extensive computer and telephone usage
  • Extensive oral and written communication required
  • Must be able to lift up to 20-25 lbs. and load and unload materials on to and off of vehicle
  • Periodic local travel. Must be able to provide own transportation
  • Regular use of computer mouse requires repetitive hand and wrist motion
  • Extensive use of calculator and/or adding machine
  • Use of standard office equipment including facsimile, photocopier and telephone
  • Regular reaching, grasping, and carrying of objects
  • Time off may be restricted during peak work periods

Job Requirements

Minimum Requirements:

 These specifications are general guidelines based on the minimum requirements. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Individual abilities may result in some deviation from these guidelines.

  • High School diploma or equivalent required
  • At least one (1) year experience in the mortgage industry, or equivalent combination of training and experience
  • Detail-oriented, organized and able to meet deadlines
  • Strong interpersonal, oral and written communication and customer service skills
  • Familiarity with office equipment including facsimile, photocopier and telephone
  • Strong computer skills including familiarity with spreadsheet and word processing software packages
  • Ability to travel within the local area to assist
  • Provide own transportation