Mortgage Sales Assistant

Jobgether

Posted 3 months ago

Full Time

,

Remote OK

Smart Summary

Responsibilities

Support Mortgage Loan Originators by coordinating communication between clients, vendors, and partners to ensure efficient loan processing. Manage loan documentation, schedule appointments, and provide administrative support for mortgage sales initiatives.

Qualifications

You have at least one year of experience in customer service, mortgage processing, or a related financial services role, along with a strong understanding of residential mortgage loan processes and documentation. You possess excellent communication skills and proficiency with Windows-based applications, and you are able to obtain S.A.F.E. Act registration.

Must Have Skills for ATS

Mortgage Sales

Sales Operations

Loan Processing

Customer Service

Mortgage Documentation

Lending Regulations

NMLS

Windows-based applications

Job Description

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.

\nAccountabilities:
  • 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.
\n

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.

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Jobgether

Jobgether is an AI-powered career coach and matching platform fixing the broken job search. Remote professionals no longer waste hours applying blindly; instead, they receive a personalized job search strategy, stronger visibility, and curated matches aligned with their skills, flexibility preferences, and career goals. We flip the hiring model by connecting talent only to roles that truly match, reducing noise for employers and eliminating wasted effort for candidates. Jobgether combines AI coaching, profile optimization, Match Score insights, and the world’s largest remote job database to help people land opportunities faster and with less bias. Our purpose is to make remote job search guided and intentional. Our mission is to become the world’s reference platform for remote talent, ensuring no professional remains invisible and every match is meaningful.
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