Intern at Legacy Mutual Mortgage

Sandy, Utah, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Jun, 26

Salary

0.0

Posted On

11 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Loan Administration, Data Entry, Encompass, Outlook Calendars, Client Correspondence, CRM Organization, Microsoft Office, Attention To Detail, Communication Skills, Interpersonal Skills, Task Management, Mortgage Industry Knowledge

Industry

Financial Services

Description

Description Legacy Mutual Mortgage is an outstanding full service residential mortgage lender originating, underwriting and closing conventional, jumbo, FHA, VA and USDA mortgage loans. In business since 2005, we are dedicated to meeting the home loan needs of individual homebuyers while working with our real estate partners in Texas. Our team members are the key to Legacy’s success, and we are looking for highly motivated, qualified individuals to join our talented team. Intern will work with a Loan Officer in performing intermediate-level loan administration work. The Intern works under moderate supervision. Assists with the closing of loans by scanning and preparing loan closing documents and related materials, as directed. Enters data into systems, such as Encompass and Outlook calendars, to update client information. Assists in setting up events, as directed. Prepares greeting correspondence to clients. Provides closing gifts to clients. Assists in client meetings, as directed. Learn resources and techniques in conducting business with current clients and prospecting new clients. Lead intake - thorough notes and set up for production team. Lasting impressions - helping organize CRM and keeping contact with past clients through mailers/electronic mail/social media (thank you cards, letter of the heart and evidences of success, etc). In process updates - setting up reoccurring weekly updates for clients and agents. Attend team meetings and participates, if applicable. Complete special business projects, as assigned. Must maintain regular attendance. May perform other duties as assigned. Other duties as needed by production, and operation team. Requirements High school diploma or GED; business-related degree focus in pursuance of degree from a university or college. Working knowledge of and experience with Microsoft Office. Must have general knowledge of office equipment and systems used for the storage and retrieval of business information. Excellent attention to detail. Strong communication and interpersonal skills. Handle multiple tasks simultaneously. Interest in or knowledge of mortgage industry preferred. Legacy Mutual Mortgage is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

Responsibilities

The intern will support a Loan Officer with intermediate-level loan administration tasks, including preparing closing documents, entering data into systems like Encompass, and managing client correspondence and events. Responsibilities also involve learning client relationship techniques, organizing the CRM, and assisting with client updates and special business projects.