What are the responsibilities and job description for the Sales Assistant position at Upward On?
The Role: Senior Assistant, MortgageOverviewThis 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.ResponsibilitiesServe as a primary point of contact for clients throughout the mortgage processCommunicate regularly with managing agents, real estate agents, attorneys, and other third partiesCollect, review, and organize all required documentation for each transactionIdentify missing or incorrect information and proactively obtain correctionsEnsure all paperwork is accurate, complete, and submitted in a timely mannerTrack deal progress and anticipate next steps to keep transactions moving forwardProvide high-touch client service and support throughout the processQualificationsExcellent written and verbal communication skillsStrong phone etiquette and comfort speaking with clients and professionalsHighly organized with strong attention to detailClient-focused with a genuine desire to help othersWillingness to go the extra mile to ensure a successful closingProactive, solutions-oriented mindsetTech-savvy and comfortable using multiple software platformsReal estate experience a plusSales support or transaction coordination experience a plusCompensation & BenefitsBase salary: $60,000–$75,000, plus bonus tied to broker performanceFull benefits package401(k)Hybrid or remote flexibility for the right candidateAccess to a beautiful Midtown Manhattan office
Salary : $60,000 - $75,000