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Mortgage Sales Assistant in United States at Jobgether

NewJob Function: Sales
Jobgether
United States, United States
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Job Description

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 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.
Requirements:
  • 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).
Benefits:
  • 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.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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Job Location

United States, United States

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