Mortgage Sales Support Representative at O. C. Credit Union

Santa Ana, California, United States -

Full Time

Start Date

Immediate

Expiry Date

31 Jul, 26

Salary

25.0

Posted On

02 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

CRM Management, Loan Pipeline Management, Financial Reporting, Administrative Support, Microsoft Word, Microsoft Excel, Communication Skills, Multitasking, Problem-solving, Customer Service, Marketing Coordination, Outbound Calling, Data Entry, Compliance, Invoicing

Industry

Banking

Description

This position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana. Build Relationships. Build Futures. Build Your Career. Join the Team That Helps People Feel at Home At Orange County’s Federal Credit Union (OCFCU), banking is personal—always has been. For more than 85 years, we’ve helped our members reach life’s milestones by building real relationships, not pushing transactions. With $3+ billion in assets and 145,000+ members, we’re proud of where we’ve come from—and excited about where we’re going next. Our people-first philosophy isn’t just a tagline. It’s why we’ve been named #1 Credit Union by the Orange County Register for several years and most recently 2024 & 2025! We’re also honored with workplace satisfaction—driven directly by employee voices. You’ll blend service, sales, and problem‑solving to help members confidently navigate their financial journeys. At OCFCU we believe work should matter—and so should people. Guided by our core values Integrity, Service Excellence, Growth & Development, High Performance, Mutual Respect, Community, and Fun, we’re on the lookout for an energetic, detail‑loving, people‑focused person to support our Mortgage Sales & Operations Team. If you love juggling projects, collaborating across teams, and making a behind‑the‑scenes impact that helps members achieve homeownership dreams, keep reading! You’ll be the glue that keeps our mortgage operation moving smoothly and successfully. In this role, you will: Keep the Systems (and Us) Running Smoothly * Assist with managing our CRM system—assigning leads, tracking follow‑ups, reporting results, and boosting conversion success * Help manage loan pipelines, ensuring service level agreements and compliance standards are met * Monitor applications, TBDs, cancellations, and timelines so nothing slips through the cracks Be Organized, Efficient, and Proactive * Process invoices, track expenses, pay bills, and maintain accurate financial records * Create and update reports using Word, Excel, and other tools * Provide professional phone and clerical support to members and teammates * Order supplies, manage documents, and assist with special projects Be Our Marketing & Connectivity Champion * Partner with Leadership and Marketing to create and coordinate eye‑catching mortgage marketing materials * Support business development events, tradeshows, and outreach efforts * Make outbound calls to connect members with home loan opportunities Grow With Us * Help maintain the team’s vision, mission, and roadmap, aligned with the Credit Union’s strategic goals * Look for ways to make processes better, faster, and smarter You’re a great fit if you have: * High school diploma or equivalent * At least one year of relevant office or administrative experience supporting a sales team, preferably within the mortgage or real estate industry * Strong communication skills (phone, email, in‑person—you’ve got it covered) * Intermediate skills in Microsoft Word & Excel * A knack for organization, multitasking, follow‑through, and problem‑solving * Comfort working independently and collaboratively * A service mindset and professional demeanor * Ability to maintain confidentiality in a sensitive environment Bonus points if you bring: * Knowledge of mortgage or home loan processes * Familiarity with regulations * Additional language skills * A goal‑oriented, fast‑paced mindset (SAFE Act compliance required—don’t worry, we’ll guide you through the process!) We believe great talent deserves fair, transparent pay—and room to grow. Hourly pay is based on experience, internal equity, and role level: Mortgage Sales Support Rep: $21.00-$25.00 per hour PLUS monthly bonuses based on the success of the team. Why OCFCU? * Award‑winning workplace culture * Clear growth paths and internal mobility * People before profits—always * A team that supports each other and celebrates wins * Health Coverage: Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day. * Financial Security: Life insurance at no cost and a 401(k) plan with an employer match up to 6%. * Work-Life Balance: 13 days of vacation and seven (7) sick days annually and paid holidays. * Recognition & Growth: Annual merit increases, discretionary and referral bonuses, as well as educational grants up to $1,000 per year. Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.

Responsibilities

The Mortgage Sales Support Representative will manage CRM systems, loan pipelines, and financial records while providing administrative support to the mortgage team. They will also coordinate marketing materials, assist with business development events, and perform outbound calls to connect members with home loan opportunities.