Sales Assistant, Mortgage

Req : 76256

Location: Scottsdale
-SCOTT

Areas of Interest: Mortgage, Loan Origination

Pay Transparency Salary Range: Not Available

Final date to receive applications: 06/30/2025

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates Trans Fund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions:
Bank of Albuquerque;
Bank of Oklahoma;
Bank of Texas and BOK Financial.

Are you passionate about helping people achieve their dreams of owning a home? Do you enjoy being the go-to person and right hand to one or many Loan Officers? If you’re detail-oriented and have a marketing mindset, being a Sales Assistant in our Mortgage division could be right for you.

The Sales Assistant performs vital functions that allow the Loan Originator to focus on customer relationships and customer retention. The Sales Assistant must play an integral part in increasing the Loan Originator’s volume by using creative marketing and sales practices to create new business. Assist the Loan Originator in building relationships with referral partners and jointly making calls and attending Realtor functions.

The Sales Assistant must remain current on product knowledge and underwriting guidelines, using existing systems and technology according to the Loan Originator's Business Plan and company values.

Our team is one big happy family. We’re passionate about what we do and it shows. Helping someone achieve their dream of home ownership is rewarding. Our team reinforces and rallies around one another to find solutions to get the customer into their home on time. We’ve created a safe space for you to brainstorm, ask questions, and find solutions together. Everyone pulls together, no matter what role or level.

We live by our team mission statement: A rising tide lifts all ships; if we can help each other achieve more, it helps us all.

• You will effectively communicate across all levels and have contact with clients, internally and externally, as well as talk to realtors, processors, closers, sales leaders, and more.
• You will combine all the missing pieces of the puzzle and keep everyone informed on the loan file and what happens next.
• You will be the second point of contact and respond to client questions and concerns when the loan officer is not available.
• You will input loans, request documents, reconcile, and step in at any point prior to the loan going to underwriting.
• You’ll use multiple systems to access information in a structured way.
• You will use your marketing savvy to help the Loan Officer/s grow and strengthen their business.

This level of knowledge is normally acquired through completion of an Associate's Degree or 1 year of general office experience.

• Thorough working knowledge of file maintenance, English grammar, appropriate standards regarding letters, memorandums, composition, and proper telephone etiquette.
• Good PC and software application skills.
• Good interpersonal, verbal, and written communication skills.
• Ability to handle multiple tasks in a competent and professional manner.
• NMLS required.

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long-term careers of employees.
With passion, skill, and partnership, you can make an impact on the success of the bank, customers, and your own career!
Apply today and take the first step towards your next career opportunity!

The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion, and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information, or veteran status.

Please contact rec with any questions.