Sales Assistant

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.

• 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

• 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

• 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