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.

Accountabilities:

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.

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!

Why Apply Through Jobgether?

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.

#LI-CL1

Requirements

Benefits

USA Remote Jobs