Lending Sales Assistant

@ Municipal Credit Union

About Municipal Credit Union

At Municipal Credit Union, we believe that an incredible culture creates a happy and motivated team dedicated to achieving the best results for both themselves and our over 600,000 members. For more than 100 years, MCU has provided affordable financial products and services while living the promise of people helping people.

Mission & Vision

Mission: To help hard-working New Yorkers build better tomorrows. Vision: Be New York's most loved financial institution by helping members build their best financial futures.

Overview

The Lending Sales Assistant supports the Lending Sales Team by handling member applications, scheduling appointments, managing documentation, reporting, and referral tracking. The role focuses on administrative support while ensuring compliance with MCU policies, third-party loan policies, and federal, state, and NCUA regulations.

Responsibilities

• Assist lending team with member applications, calls, and scheduling.
• Pre-qualify applicants and take applications over the phone.
• Prepare sales tracking reports using Microsoft Excel.
• Manage document scanning/uploading and pipeline tracking.
• Coordinate communications between team, members, and processors.
• Support promotional activities and cross-sell products.
• Maintain databases and perform general clerical functions.
• Ensure all regulatory and compliance training is followed.
• Back-up team operations as needed.

Requirements

• Associate’s degree or equivalent experience.
• Minimum 1 year in a lending origination environment.
• Familiarity with DocMagic and NMLS is a plus.
• Technologically proficient and able to work in a high-volume environment.

Why You’ll Be a Good Fit

You should embody values of Results, Agility, Integrity, Belonging, and Ownership, continuously challenging yourself to improve.

What We Offer

• Competitive Compensation
• Medical and Dental Benefits
• 401K with employer contribution
• Flexible Paid Time Off

Key skills/competency

Lending, Sales, Administration, Compliance, Customer Service, Reporting, Scheduling, Documentation, Pipeline Management, Microsoft Excel.