Loan Officer Associate

Jobtailor; New Jersey; On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor is seeking a Mortgage Sales Support Specialist in New Jersey. You will partner with a Loan Officer to drive customer engagement, guide clients through the mortgage process, and move pipelines using consultative selling.

The role uses CRM, LOS, and digital tools to manage leads, data, and documentation. The ideal candidate has strong communication, customer focus, and a motivation for growth in mortgage sales, with an NMLS license or willingness to obtain one.

Qualifications

• High School Diploma is required.
• Bachelor’s degree is preferred.
• NMLS License or willingness to obtain.
• Experience using digital tools for work, projects, or collaboration.
• Ability to manage multiple priorities across systems and timelines.
• Strong communication skills and customer focus.
• Interest in sales, customer relationships, and performance-based roles.
• Accountability and continuous improvement mindset.

Responsibilities

• Partner with a Loan Officer to drive customer engagement, follow-up, and pipeline movement
• Guide customers through the mortgage process using a consultative approach
• Communicate via phone, email, and digital channels
• Identify customer needs, present options, and address objections to support conversion
• Build relationships with New Home Consultants, internal partners, and referrals
• Participate in builder, realtor, and community activities that generate leads
• Maintain accurate loan data, documentation, and notes in the LOS
• Track follow-ups, milestones, and next steps to support on-time closings
• Review pipeline activity and reports to understand loan progress end to end
• Help gather required documentation for processors and closers
• Complete classroom and online training on products, pricing, compliance, and the loan lifecycle
• Train on mortgage rate sheets, pricing, and rate locking
• Complete required testing and licensing
• Maintain compliance knowledge, including RESPA and continuing education
• Use CRM, LOS, digital tools, AI, and automation to manage leads and workflows
• Use data insights to improve customer experience and pipeline performance
• Identify process improvements that increase selling time and team efficiency

Skills

Strong communication

Customer focus

Resilience

Curiosity

Accountability

Education

High School Diploma

Bachelor’s degree

Tools

CRM

LOS

Digital tools

AI

Automation

Job description

• Partner with a Loan Officer to drive customer engagement, follow-up, and pipeline movement
• Guide customers through the mortgage process using a consultative approach
• Communicate via phone, email, and digital channels
• Identify customer needs, present options, and address objections to support conversion
• Build relationships with New Home Consultants, internal partners, and referrals
• Participate in builder, realtor, and community activities that generate leads
• Maintain accurate loan data, documentation, and notes in the LOS
• Track follow-ups, milestones, and next steps to support on-time closings
• Review pipeline activity and reports to understand loan progress end to end
• Help gather required documentation for processors and closers
• Complete classroom and online training on products, pricing, compliance, and the loan lifecycle
• Train on mortgage rate sheets, pricing, and rate locking
• Complete required testing and licensing
• Maintain compliance knowledge, including RESPA and continuing education
• Use CRM, LOS, digital tools, AI, and automation to manage leads and workflows
• Use data insights to improve customer experience and pipeline performance
• Identify process improvements that increase selling time and team efficiency

Requirements

• High School Diploma (required)
• Bachelor’s degree (preferred)
• NMLS License or willingness to obtain
• Experience using digital tools for work, projects, or collaboration
• Ability to manage multiple priorities across systems and timelines
• Strong communication skills and customer focus
• Strong interest in sales, customer relationships, and performance-based roles
• Comfortable with accountability, metrics, and continuous improvement
• Motivated by growth, progression, and long-term opportunity
• Confident navigating multiple systems and tools in a fast-paced environment
• Learns new platforms quickly and applies them to real work
• Use technology and emerging tools to work smarter
• Thrives in changing environments with evolving priorities
• Open to feedback, coaching, and continuous learningDemonstrates resilience, curiosity, and follow-through
• Interest in building a long-term career in mortgage sales

Core Competencies

Demonstrates expertise in customer engagement and mortgage processes, utilizing digital tools and CRM systems to enhance lead management and pipeline performance. Maintains compliance knowledge and effectively communicates with clients and internal partners to drive sales and improve customer experience.

Highest-signal resume keywords

• NMLS License
• Customer Engagement
• CRM Management
• Mortgage Process Knowledge
• Compliance Knowledge

ATS Optimization Keywords

Hard Skills

• Loan Data Management
• Documentation Gathering
• Pipeline Tracking
• Sales Performance Metrics
• Process Improvement

Soft Skills

• Strong Communication Skills
• Customer Focus
• Resilience
• Curiosity
• Accountability

Certifications & Qualifications

• NMLS License

Industry Keywords

• Mortgage Sales
• RESPA
• Consultative Approach
• Lead Generation
• Continuous Improvement

Tools & Technologies

• CRM
• LOS
• Digital Tools
• AI
• Automation