New

Sales Coordinator 2

Fidelity Bank
life insurance, vision insurance, parental leave, paid time off, paid holidays, tuition reimbursement, 401(k)
United States, Louisiana, Mandeville
Sep 09, 2025
Our goal at Fidelity is to create a better future by acting with accountability and integrity alongside our customers and within our communities. Since 1908, we have built a legacy upon simple, enduring values and an unwavering commitment to the communities we serve. We pride ourselves on being part of a community-focused and team-oriented work culture where we invest in our associates to ensure success within the company. Fidelity Bank, headquartered in New Orleans, Louisiana, believes in making a difference by living our mission of "Here for Good" to help families and businesses thrive in the communities we serve. Our mortgage division, NOLA Lending Group, is a leader in providing residential home financing solutions in 46 states. Fidelity promotes a culture of work/life balance for all associates. We offer a competitive total rewards package for eligible associates including: Competitive pay based on the position, qualifications, relevant experience, and skillset Paid Time Off Up to 14 paid holidays annually Comprehensive Medical, Dental, and Vision Insurance Employer Funded Health Savings Account Paid Parental Leave 401(k) with matching contributions Wellness Program to reduce health insurance premiums Free or discounted banking and mortgage services Basic Life Insurance and AD&D Tuition Reimbursement Plan Associate Referral Program Associate Volunteer Program Employee Assistance Fund (subject to IRS guidelines) Employee Assistance Program Opportunities for training and career development Gym Discounts, Verizon Wireless Discounts, Tickets At Work Discounts Retail branch locations are closed on Saturdays! The benefits listing is for informational purposes. Additional details regarding compensation and benefits will be provided during the application process. Fidelity reserves the right to modify, amend, or terminate any and all benefits at any time. Do you want to make a difference? If so, this opportunity may be the right choice for you! Fidelity Bank/NOLA Lending Group is looking for competitive, self-reliant, energetic individuals that are driven to succeed. Position Summary: The Sales Coordinator 2 is responsible for assembling and verifying the loan documentation needed for processing the loan application. This position is non-exempt under the Fair Labor Standards Act and is eligible for overtime pay. This position may be located in the Metairie, Mandeville or Baton Rouge areas. This position may be filled at a lower or higher level depending on the candidate's qualifications and relevant experience. Required Qualifications, Competencies, and Skills: GED or High School Diploma 4 + years of mortgage loan processing experience Title and escrow knowledge Recent experience processing Conventional and FHA purchase and refinance loans Knowledge of mortgage operations and mortgage loan regulations and guidelines Knowledge/experience with: Encompass Ability to professionally interact directly with clients, real estate agents, title companies, and Sales and Operations staff Ability to obtain registration with the Nationwide Mortgage Licensing System and Registry (NMLS) Proficient in Microsoft Office Suite to include Word, Excel, Outlook, Teams Developed cognitive skills to include Analytical; Problem Solving; Decision-Making; Judgement; Organization & Planning Developed intrapersonal skills to include Tenacity; Initiative; Resourcefulness; Ambition; Follow-Through Developed interpersonal skills to include Client Focus; Versatility; Communication: Listening, Speaking, and Writing; Resilience & Balance; Collaboration Developed technology skills to include Technical Acumen Essential Duties and Responsibilities: Process all loan types and programs - Conventional, FHA, VA, RD, Bond, Non-Conforming, Portfolio and Consumer loans Maintain working knowledge of loan guidelines to verify loan files meet all criteria throughout process Maintain and track on a spreadsheet the loan application required life cycle items and tasks to ensure all steps are completed timely and to ensure an efficient process from application to close Receive the loan application from the Loan Officer and ensure the application is completed fully, validate application information with the borrower, assist in obtaining and uploading all necessary documents, request and update information as it is received, request necessary disclosures, maintain contact with the borrower to explain and complete all disclosures throughout the process Order title, appraisal, verification of employment (VOE) per guidelines and send letters of explanation (LOE) for borrower signature Order insurance quotes Request and analyze documentation received to verify if pertinent to the condition, AUS Findings, and support of other documentation in the loan file Ensure all files are withdrawn or denied in a timely manner Analyze and calculate all types of income to ensure loan qualification Learn programs and loan terms, study matrix, etc. to develop knowledge of available mortgage product offerings Communicate effectively with all third parties in a timely manner Communicate with the Disclosure Specialist regarding any Change of Circumstance within the loan cycle during processing Work with the Disclosure Specialist on the title fee input into the LOS system Extend locks, keep track of the lock pipeline, complete profile changes and ensure the loan reflects correctly; price out loans and lock loans when needed Consistently exemplifies our Core Values of Integrity, Community, Dependability, Excellence, Longevity, and Accountability Complies with regulatory rules and regulations evidenced through successful completion of training and demonstrated ability Performs other duties and/or special projects as appointed by management Physical Requirements: primarily sitting with some standing, walking, lifting and bending Fidelity Bank is an Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Fidelity promotes a drug free workplace. If you require an accommodation to submit your application for an open position, please send an email request to talentmanagement@bankwithfidelity.com or call 985-612-2764. All information provided will be kept confidential and will only be used to the extent required to provide the needed reasonable accommodation. For assistance or questions regarding the recruitment process, please email talentmanagement@bankwithfidelity.com. This position is located in Mandeville, LA, 70471.