Mortgage Sales Assistant

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Mortgage Sales Assistant in the United States.

This role plays a key supporting function within a mortgage lending sales team, ensuring smooth coordination between loan originators, customers, and external partners throughout the mortgage process. You will act as a central point of contact for communications, helping streamline appointments, documentation, and loan-related updates to ensure an efficient and positive customer experience. The position requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced financial services environment. You will also contribute to sales effectiveness by assisting with customer engagement, cross-selling opportunities, and relationship building with referral partners such as realtors and builders. This is a highly collaborative role where accuracy, responsiveness, and customer focus directly impact loan processing efficiency and satisfaction. It offers exposure to residential mortgage operations and sales support within a regulated banking environment.

• Support mortgage loan originators by coordinating daily sales activities, managing communications with customers, referral partners, and internal teams.
• Set clear expectations for customers regarding loan status, documentation requirements, appointments, and rate inquiries.
• Schedule and confirm appointments while ensuring all necessary documents are collected and prepared for loan processing.
• Assist in assembling complete loan files and ensuring accuracy and compliance before submission to processing teams.
• Provide marketing and administrative support to strengthen pipeline management and sales execution.
• Build and maintain relationships with external partners such as realtors, builders, appraisers, and title companies.
• Support cross-selling of additional banking products when appropriate and assist with general team needs as required.

Requirements

• High school diploma or equivalent required.
• Minimum 1 year of experience in customer service, mortgage processing, or loan origination support.
• Basic understanding of residential mortgage lending concepts and workflows.
• Familiarity with federal lending regulations related to residential real estate.
• Strong computer skills, including proficiency in Windows-based applications and loan processing systems.
• Excellent written and verbal communication skills with a strong customer service mindset.
• Strong organizational abilities with attention to detail and the ability to manage multiple tasks.
• Ability to analyze procedures and apply guidelines while maintaining compliance and efficiency.
• Team-oriented mindset with demonstrated professionalism and reliability in a fast-paced environment.

Benefits

• Competitive base salary with eligibility for performance-based incentives.
• Comprehensive benefits package supporting physical, emotional, financial, and social well-being.
• Medical, dental, and vision insurance coverage.
• Retirement savings plan with employer participation options.
• Paid time off and holiday benefits.
• Career development opportunities within a structured banking environment.
• Employee assistance and wellness programs.
• Inclusive workplace culture focused on growth, collaboration, and long-term career progression.