Mortgage Sales Assistant
USFull-TimeJunior
Salary not disclosed
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Job Details
- Experience
- Minimum 1 year of experience
- Required Skills
- Communication SkillsCustomer serviceAttention to detailOrganizational skills
Requirements
- High school diploma or equivalent
- 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.
Responsibilities
- 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.
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