Job Summary:
We are seeking a highly motivated and customer-focused Mortgage Sales Assistant to join one of our high-volume lending teams at our headquarters in Austin TX. This role is ideal for someone with experience in loan processing or pre-processing who thrives in a fast-paced environment and is passionate about delivering outstanding service to clients throughout the lending process.
Duties & Responsibilities :
Client Experience & Support
- Deliver a high-touch concierge-level experience to borrowers from initial contact through loan funding
- Guide clients through the lending process with clear timely communication and professional support
- Proactively identify and resolve borrower needs or potential issues
Sales & Business Development Support
- Assist with onboarding new clients and preparing pre-qualification packages
- Collaborate with the processing team to ensure smooth loan closings
- Support team business development efforts and contribute to client growth
- Represent HouseMax with professionalism to encourage repeat business and referrals
Client Relationship Management
- Maintain relationships with clients post-funding to promote repeat business and referral opportunities
- Keep CRM systems up to date with client communications and status updates
- Help refine and improve the overall client journey to ensure a positive experience
Requirements
Qualifications:
Minimum 2 years of experience in lending mortgage title or high-touch customer service (private lending experience is a plus)
Excellent verbal and written communication skills
Strong attention to detail and commitment to follow-through
Self-starter with a proactive ownership-oriented mindset
Ability to thrive in a fast-paced goal-oriented environment
Required Experience:
IC
Job Summary:We are seeking a highly motivated and customer-focused Mortgage Sales Assistant to join one of our high-volume lending teams at our headquarters in Austin TX. This role is ideal for someone with experience in loan processing or pre-processing who thrives in a fast-paced environment and i...
Job Summary:
We are seeking a highly motivated and customer-focused Mortgage Sales Assistant to join one of our high-volume lending teams at our headquarters in Austin TX. This role is ideal for someone with experience in loan processing or pre-processing who thrives in a fast-paced environment and is passionate about delivering outstanding service to clients throughout the lending process.
Duties & Responsibilities :
Client Experience & Support
- Deliver a high-touch concierge-level experience to borrowers from initial contact through loan funding
- Guide clients through the lending process with clear timely communication and professional support
- Proactively identify and resolve borrower needs or potential issues
Sales & Business Development Support
- Assist with onboarding new clients and preparing pre-qualification packages
- Collaborate with the processing team to ensure smooth loan closings
- Support team business development efforts and contribute to client growth
- Represent HouseMax with professionalism to encourage repeat business and referrals
Client Relationship Management
- Maintain relationships with clients post-funding to promote repeat business and referral opportunities
- Keep CRM systems up to date with client communications and status updates
- Help refine and improve the overall client journey to ensure a positive experience
Requirements
Qualifications:
Minimum 2 years of experience in lending mortgage title or high-touch customer service (private lending experience is a plus)
Excellent verbal and written communication skills
Strong attention to detail and commitment to follow-through
Self-starter with a proactive ownership-oriented mindset
Ability to thrive in a fast-paced goal-oriented environment
Required Experience:
IC
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