Job Description
The Role: Senior Assistant, Mortgage
Overview
This is an opportunity for a sharp, dynamic, and highly organized Senior Mortgage Assistant to work alongside a successful residential mortgage broker. The role is based in New York City , with hybrid or remote flexibility for the right individual.
The ideal candidate has exposure to real estate and understands the fundamentals of co-op and condo transactions . You will serve as a key point of contact for clients, managing agents, real estate agents, and third-party stakeholders, ensuring each transaction moves smoothly from application through closing.
This is a great role for someone who enjoys being client-facing , is confident picking up the phone, is proactive rather than reactive , and genuinely enjoys problem-solving and fitting all the pieces together. You will receive training and mentorship from your broker while maintaining autonomy and ownership over your work.
Responsibilities
- Serve as a primary point of contact for clients throughout the mortgage process
- Communicate regularly with managing agents, real estate agents, attorneys, and other third parties
- Collect, review, and organize all required documentation for each transaction
- Identify missing or incorrect information and proactively obtain corrections
- Ensure all paperwork is accurate, complete, and submitted in a timely manner
- Track deal progress and anticipate next steps to keep transactions moving forward
- Provide high-touch client service and support throughout the process
Qualifications
- Excellent written and verbal communication skills
- Strong phone etiquette and comfort speaking with clients and professionals
- Highly organized with strong attention to detail
- Client-focused with a genuine desire to help others
- Willingness to go the extra mile to ensure a successful closing
- Proactive, solutions-oriented mindset
- Tech-savvy and comfortable using multiple software platforms
- Real estate experience a plus
- Sales support or transaction coordination experience a plus
Compensation & Benefits
- Base salary: $60,000–$75,000, plus bonus tied to broker performance
- Full benefits package
- 401(k)
- Hybrid or remote flexibility for the right candidate
- Access to a beautiful Midtown Manhattan office
Job Tags
Work at office, Remote work,