Mortgage Retail Sales Coordinator – SAFE
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Posted: 10/20/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in mortgage origination processes, compliance requirements, and sales support to enhance loan officer productivity and ensure a consistent customer experience. Proficient in managing customer interactions and coordinating loan documentation while adhering to regulatory standards.
Highest-signal resume keywords
Mortgage Retail Sales Support ExperienceSAFE RegistrationCompliance With S.A.F.E. Mortgage Licensing ActUnderstanding Of Mortgage Origination ProcessKnowledge Of Loan Documentation
About the role
Key responsibilities & impact- Drive sales effectiveness, operational execution, and a consistent customer experience across the mortgage origination process
- Support loan officers and internal stakeholders with customer engagement, operations coordination, pipeline activity, and compliance execution
- Manage customer interactions, timely follow-up, and communications throughout the mortgage lending process
- Support moderately complex loan activities, including documentation coordination and pipeline tracking
- Provide sales support that enhances loan officer productivity and contributes to business growth
- Ensure adherence to compliance requirements and manage risk
- Collaborate with internal partners to resolve issues and improve workflows
- Perform administrative, transactional, and operational tasks supporting consistent execution and scalable sales outcomes
- Identify and escalate risk and compliance issues according to established guidelines
- Complete SAFE registration and comply with Loan Originator regulatory requirements
Requirements
What you’ll need- 1+ year of mortgage retail sales support experience, or equivalent demonstrated through work experience, training, military experience, or education
- SAFE registration at the time of employment
- Compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations
- Meet Loan Originator requirements under Regulation Z
- Meet applicable financial responsibility, character, general financial fitness, and criminal background standards
- Successful completion of ongoing regulatory requirements and additional screening, if necessary
- Understanding of the end-to-end mortgage origination process
- Knowledge of mortgage products, terminology, loan documentation, mortgage licensing, and compliance requirements
- Experience supporting retail mortgage sales efforts, managing pipelines, and coordinating activities
- Ability to review, organize, and manage loan documentation accurately
- Effective communication skills for explaining financial concepts clearly and professionally
- Collaboration skills with loan officers, processors, and cross-functional teams
- Ability to adapt to changing priorities, customer needs, and business demands
Benefits
Comp & perks- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
- Incentive opportunities may be available
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 Products KnowledgePipeline ManagementLoan Documentation CoordinationRisk ManagementOperational Execution
Soft Skills
Effective Communication SkillsCollaboration SkillsAdaptability
Certifications & Qualifications
SAFE Registration
Industry Keywords
Mortgage OriginationCompliance RequirementsLoan Originator RequirementsRegulation ZCustomer Engagement