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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in mortgage sales support and operations, with strong capabilities in CRM management, pipeline tracking, and customer service. Proficient in analyzing data and trends to enhance loan origination processes and support Account Executives effectively.
Highest-signal resume keywords
Mortgage Sales Support ExperienceCRM ManagementPipeline ManagementCustomer Service SkillsData Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Mortgage Loan Origination ProcessesThird-Party Origination LendingData ManagementSales ReportingLoan Workflow Understanding
Soft Skills
Strong Communication SkillsOrganizational SkillsAbility to Manage Multiple Priorities
Tools & Technologies
Microsoft OfficeOptifiNow
Industry Keywords
Mortgage ProductsSales SupportClient Relationship ManagementOperational SupportCustomer Retention Initiatives
About the role
Key responsibilities & impact- Support Account Executives in business development and prospecting efforts
- Create targeted prospecting lists, call sheets, and market opportunity reports using CRM and industry data sources
- Identify and distribute inbound sales opportunities to designated Account Executives
- Coordinate follow-up communications and marketing campaigns on behalf of Account Executives
- Follow up on prospect conversion to approved client and assist with renewals
- Maintain accurate customer, prospect, and referral partner records within the CRM
- Update broker data, manage campaign enrollment, and assist with sales reporting and pipeline tracking
- Monitor loan pipeline activity and assist in moving loans through the origination process
- Review stalled files, upcoming lock expirations, expiring approvals, and renewal opportunities, escalating issues as appropriate
- Conduct proactive outreach to clients regarding outstanding documentation and disclosures
- Provide clients with basic operational support and system assistance
- Assist with troubleshooting loan and pipeline issues
- Support pre-delinquency outreach and customer retention initiatives
- Assist Account Executives with pipeline management from submission through funding
- Provide pricing support on pre-qualified loan scenarios within established guidelines
- Serve as an administrative and operational resource for Account Executives managing client relationships and sales activities
Requirements
What you’ll need- Minimum 2 years of experience in mortgage sales support, operations, account management support, or related mortgage industry experience
- Working knowledge of mortgage loan origination processes and third-party origination (TPO) lending preferred
- Ability to manage multiple priorities in a fast-paced sales environment
- Strong customer service, communication, and organizational skills
- Proficient in Microsoft Office applications
- Ability to analyze reports, identify trends, and proactively address pipeline issues
- Excellent verbal and written communication skills
- Deep understanding of mortgage products, loan workflows, and pipeline management preferred
- Strong data management and CRM administrative capabilities
- Experience in OptifiNow preferred, but not required
- Reliable internet connection and a quiet, professional workspace
- Ability to communicate via phone, email, and ticketing systems
- Ability to occasionally pick up and/or move up to 15 pounds
Benefits
Comp & perks- Fully remote work from the employee’s home or another approved off-site location
- Company-provided computer, headset, and webcam
- Flexible off-site work arrangement