Sales Coordinator for Retail Sales Remote

Job Description

The Sales Coordinator for Retail Sales will be responsible for providing dedicated administrative, operational, and customer support to a designated group of high-performing Loan Officers within the Inside Sales Division. The primary purpose of the role is to reduce Loan Officer’s administrative workload, improve application completion rates, enhance borrower experience, and facilitate the efficient movement of loans through the application stage. The Sales Coordinator serves as a key point of contact for borrowers throughout the application process while ensuring adherence to all licensing, compliance, and privacy requirements.

Primary Job Duties:

Support a designated pod of 1–4 Loan Officers within the Inside Sales Division.

Assist borrowers throughout the application process by providing administrative support and guidance related to document collection and application completion.

Coordinate and schedule borrower appointments as directed by Loan Officers.

Guide borrowers through the e-signature process and assist with completion of required documents.

Communicate with borrowers to obtain outstanding application items and supporting documentation.

Track application progress and maintain consistent borrower follow-up to ensure timely completion.

Monitor application milestones and update loan status information within Salesforce.

Create and manage tasks within Salesforce to support pipeline progression and borrower follow-up efforts.

Review application packages for completeness and identify missing signatures, documents, or required information.

Partner closely with Loan Officers to proactively identify and resolve administrative obstacles impacting loan progress.

Maintain compliance with all company policies, consumer privacy requirements, RESPA guidelines, and applicable mortgage regulations.

Maintain clear separation from licensed mortgage origination activities and refrain from discussing loan terms, rates, product recommendations, counseling, underwriting decisions, or other activities requiring mortgage licensure.

Send mail or perform document lookup.

Assist VP of Inside Sales or Production Partner Supervisor with sales support tasks.

Performs any other related duties as assigned or as necessary.

Location

In-Office at Houston branch 5 days a week.

Required Experience:

Minimum 2 years of mortgage industry experience preferred.

Experience as a Loan Assistant, Loan Coordinator, Processor, Junior Processor, Sales Assistant, or similar mortgage support role strongly preferred.

Qualifications:
Qualifications

Required Experience:

Minimum 2 years of mortgage industry experience preferred.

Experience as a Loan Assistant, Loan Coordinator, Processor, Junior Processor, Sales Assistant, or similar mortgage support role strongly preferred.

Additional Information

Working in a growing and dynamic industry

Full benefits: Medical, Dental, Vision, FSA/HSA, and wide array of voluntary products and discounts

401(k) with company match

Paid time off

This is a non-exempt role.

Target base salary range is 40-45K, Commission based.

LBF is an EEO/AA/Vet/Disabled Employer

Please note that salaries that are estimated on various job sites may not reflect the actual compensation. Job sites, set the estimated salary, not Longbridge Financial.

Important Note: When you click on a video, certain personal information may be sent to the video provider (such as YouTube, Vimeo, etc.). To learn more about our privacy practices, please review our company Privacy Notice.