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

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