Sales Support Officer – Rochester, NY

KeyCorp; City of Rochester (NY); Remote; Full time

Job summary

A leading financial institution seeks a Sales Support Officer for its mortgage lending division. This role involves coordinating between loan officers and clients, maintaining sales documentation, and ensuring compliance. Ideal candidates should have a High School Diploma, relevant experience in banking, and strong communication skills. Join a supportive team and explore flexible work opportunities.

Benefits

Incentive compensation

Flexible work arrangements

Health benefits (details available upon request)

Qualifications

• 1-3 years in banking with mortgage sales and operations experience.
• Knowledge of relevant regulations; proficiency in sales and customer service.
• Strong organizational and communication skills; able to work independently.

Responsibilities

• Assemble application data and manage submissions for processing.
• Serve as liaison between Loan Officers, clients, and operations teams.
• Manage incoming sales calls and documentation follow-up.

Skills

Collaboration

Decision Making

Problem Solving

Resilience

Business Acumen

Change Navigation

Data Analysis

Communication

Risk Management

Education

High School Diploma or equivalent

Job description

Sales Support Officer – Rochester, NY

Sales Support Officer – Rochester, NY

Apply locations: Remote, United States | Time type: Full time | Posted on: Posted Yesterday | Application deadline: July 31, 2025

Location: For Those Who Work At Home - Various, New York 14226

Job Summary

The Mortgage Sales Support Officer will support Home Lending Loan Officers with daily operations and sales activities related to residential mortgage lending. This role involves coordinating with internal teams and external clients across various regions, acting as a liaison to ensure smooth processes.

Responsibilities

• Assemble application data and submit complete packages for processing
• Assist with mortgage processing, document tracking, and gathering required documentation
• Serve as a liaison between Loan Officers, clients, and operations teams
• Manage incoming sales calls and customer correspondence
• Coordinate with origination/support staff and external contacts
• Follow up with clients on missing documentation
• Maintain weekly pipeline calls and manage rate lock expirations
• Review appraisals and mortgage commitments with loan officers
• Ensure timely movement of loans through the pipeline
• Generate production reports for performance review
• Adhere to applicable laws, regulations, and compliance policies
• Perform additional duties as assigned

Qualifications

Education: High School Diploma or equivalent

Experience: 1-3 years in banking, with mortgage sales and operations experience; knowledge of relevant regulations; proficiency in sales and customer service; strong organizational and communication skills; ability to work independently and manage deadlines.

Licenses & Certifications

Must comply with the SAFE Act requirements and pass necessary background and credit checks.

Skills

• Collaboration, Decision Making, Problem Solving, Resilience
• Business Acumen, Change Navigation, Data Analysis, Communication, Risk Management

Physical Demands

• Prolonged sitting, communication via face-to-face or phone, use of PC/laptop, occasional lifting up to 10 lbs.

Compensation & Benefits

Hourly rate: $24-28, plus incentive compensation. Benefits details available upon request.

This role may be Mobile or Home-based, supporting flexible work arrangements.

This job posting is valid until July 31, 2025.

KeyBank is an Equal Opportunity Employer. Reasonable accommodations available for applicants with disabilities.

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