Job Description
Team: Account Executive
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 offers an excellent opportunity to support mortgage sales operations within a customer-focused and collaborative banking environment. The Mortgage Sales Assistant will play a key role in coordinating communication between loan originators, clients, vendors, and business partners to ensure a smooth and efficient lending experience. The position combines administrative support, customer service, and mortgage process coordination, making it ideal for professionals who enjoy multitasking and relationship-building in a fast-paced financial services setting. Candidates will contribute directly to the success of mortgage sales activities by helping manage loan documentation, scheduling, customer inquiries, and cross-functional coordination. This remote opportunity also provides exposure to residential lending operations and offers strong career development potential within the banking industry. Professionals with strong organizational skills and a passion for customer experience will thrive in this dynamic role.
Accountabilities:
- Support Mortgage Loan Originators with day-to-day sales and operational activities to ensure efficient loan processing and customer service.
- Communicate with customers regarding loan status updates, rate inquiries, appointments, and required documentation.
- Coordinate and confirm appointments while ensuring applicants are informed about all necessary documents prior to the application process.
- Assist in preparing complete loan packages by ensuring all required documents and file components are properly collected and organized.
- Serve as a liaison between loan consultants, sales support teams, vendors, and external business partners.
- Build and maintain professional relationships with Realtors, Builders, Appraisers, and Title Companies.
- Provide marketing and administrative support to assist with mortgage sales initiatives.
- Support cross-selling efforts by identifying opportunities to introduce additional banking products and services.
- Maintain compliance with internal procedures, lending regulations, and risk management standards.
- High school diploma or equivalent required.
- Minimum of 1 year of experience in customer service, mortgage processing, loan origination support, or related financial services roles.
- Strong understanding of residential mortgage loan processes and documentation requirements.
- Familiarity with federal lending regulations related to residential real estate lending.
- Strong organizational skills with the ability to manage multiple priorities and deadlines effectively.
- Excellent written and verbal communication skills with a customer-first mindset.
- Proficiency with Windows-based applications and general computer systems.
- Ability to analyze policies, procedures, and guidelines while maintaining operational accuracy and compliance.
- Demonstrated teamwork, collaboration, and relationship-building abilities.
- Ability to obtain and maintain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS).
- Competitive salary range of $43,680 – $69,900 USD annually.
- Eligibility for performance-based incentive compensation programs.
- Comprehensive healthcare, dental, and wellness benefits.
- Retirement and financial well-being support programs.
- Remote work opportunity with flexible virtual collaboration.
- Paid time off and employee well-being initiatives.
- Career growth and professional development opportunities within the banking industry.
- Inclusive and supportive workplace culture focused on teamwork and employee success.
- Access to employee assistance and work-life balance programs.
- Opportunity to build long-term expertise within mortgage and financial services operations.
Requirements:
Benefits:
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Date Posted
05/20/2026
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