Mortgage Sales Assistant
Location
Virtual, CA
Job Type
Full-time
Category
other-general
Posted
June 27, 2026
Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).
+ Assists in preparing new business proposals or presentations to clients/prospects.
+ Assists in preparing for client meetings and account opening documentation.
+ Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
+ Performs client sales & service support activities as required to meet client needs and maintain overall service standards.
+ Determines client needs and ensures timely and accurate completion of transaction processing.
+ Provides after sales ...
+ Assists in preparing new business proposals or presentations to clients/prospects.
+ Assists in preparing for client meetings and account opening documentation.
+ Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
+ Performs client sales & service support activities as required to meet client needs and maintain overall service standards.
+ Determines client needs and ensures timely and accurate completion of transaction processing.
+ Provides after sales ...