Jobs and Careers
IF
Mortgage Sales Assistant
iFITUnited Statesfull_timeVerifiedPosted 3 Jan 2026
About the role
Responsibilities will include, but are not limited to:
- Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports and additional mortgage application paperwork.
- Verify that all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/loan officer.
- Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service.
- Assist with administrative duties such as making and screening calls, booking appointments, etc.
- Serve as a primary contact and liaison between clients, branch manager and assigned loan originator and conduct meetings if required to coordinate any follow-up items.
- Perform other job duties as assigned by Mtg Branch Manager.
- Basic computer skills including Microsoft Office (Word and Excel) and the ability to learn Valley's loan origination systems.
- Excellent telephone, communication and customer service skills.
- Attention to detail with basic math skills.
- Ability to work in a fast-paced environment, multi-task, and ensure deadlines are met.
- Ability to use office machines, calculators, computers, photocopiers, scanners and fax machines.
- Ability to work on a team to ensure departmental goals are achieved.
- High School Diploma or GED and a minimum of one year related administrative experience.
- Complies with the Secure and Fair Enforcement for Mortgage Licensing Act (S.A.F.E. Act) requirements and registration requirements.
- Experience in a residential mortgage environment is preferred.
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