Mortgage Sales Assistant

About This Role

Support Wholesale Account Executives by handling administrative tasks, managing loan documentation, and ensuring a smooth mortgage application process. Act as the primary point of contact for brokers and clients to drive sales performance and deliver exceptional customer service.

Responsibilities

• Assist Wholesale Account Executives with managing and nurturing leads
• Serve as the first point of contact for Brokers, answering questions, gathering information, and assisting with loan structure
• Prepare and organize loan files, ensuring all necessary documentation is complete and compliant
• Communicate with clients, realtors, title companies, and other stakeholders throughout the mortgage process
• Maintain up-to-date records in CRM and loan origination systems (e.g., MLM (LendingQB)
• Monitor pipeline activity and follow up on outstanding tasks or documentation
• Help ensure a seamless and positive borrower / broker experience from application through closing

Requirements

• 2+ years experience in Mortgage Sales or Processing
• Extensive experience with Non-QM loans
• Strong customer service and communication skills
• Ability to multitask in a fast-paced environment with high attention to detail
• Proficient with Microsoft Office Suite and mortgage/CRM software tools
• Knowledge of the mortgage loan process (conventional, FHA, VA, Non-QM)
• High school diploma

Qualifications

• High school diploma required
• 2+ years of experience in Mortgage Sales or Processing

Nice to Have

• Experience with Meridian Link Mortgage (LendingQB)

Skills

* Required skills

Benefits