Sales Assistant Job at Upward On, New York, NY

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  • Upward On
  • New York, NY

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,

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