Sr. Sales Assistant - Loan Originations

CoreVest Finance; Mill Valley (CA); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Discretionary bonus program

Multiple health plans

STD and LTD options

Company sponsored life insurance

Fitness reimbursement

Paid parental leave

Paid Time off

ESPP

401K matching

Job summary

CoreVest Finance in Mill Valley, CA is seeking a Senior Sales Assistant to maximize the productivity of one or more Senior Relationship Managers. You will handle pipeline management, borrower communications, and Salesforce administration, enabling RMs to focus on originating loans.

You will also assist with marketing coordination, loan intake, and document collection, and provide analytic support on larger deals when needed, helping grow the lender's loan portfolio.

Qualifications

• Bachelor's degree in Business, Finance, Real Estate, or related field preferred.
• 2–5 years of experience in mortgage lending, commercial lending, banking, or financial services.
• Experience supporting loan originators, sales teams, or relationship managers preferred.
• Working knowledge of commercial or residential mortgage lending.
• Strong organizational and project management skills.
• Excellent written and verbal communication skills.
• Advanced proficiency with Microsoft Office and Salesforce or other CRM platforms.
• Strong analytical skills with the ability to interpret financial information.

Responsibilities

• Provide daily sales support that enables the RM to focus on prospecting and originating loans.
• Manage loan intake and borrower follow-up throughout the application process.
• Maintain Salesforce records, pipeline updates, and activity reporting.
• Coordinate with Processing, Underwriting, and Operations to move transactions forward.
• Assist with cash flow analyses and loan structuring for larger opportunities.
• Draft preliminary credit memos and gather underwriting data.
• Coordinate calendars, meetings, and follow-ups to protect the RM’s schedule.

Skills

Mortgage lending experience

Strong communication skills

Organizational & project management

Sales support experience

CRM proficiency (Salesforce)

Financial analysis ability

Education

Bachelor's degree in Business, Finance, Real Estate, or related field

Tools

Microsoft Office

Salesforce

Job description

The Senior Sales Assistant is a dedicated sales support professional responsible for maximizing the productivity of one or more Senior Relationship Managers (RMs). This role exists to remove administrative, operational, and sales support responsibilities from the RM, enabling them to focus almost exclusively on originating new business, developing referral relationships, and closing loans. The Senior Sales Assistant serves as the RM's primary operational partner by managing pipeline activities, borrower communications, Salesforce administration, marketing coordination, application intake, and document collection. On larger or more complex transactions, the role also provides analytical support through cash flow modeling, loan structuring, and preliminary credit memo preparation.

This position is designed as a developmental role with the opportunity to grow into a Relationship Manager (Originator).

Responsibilities

Sales Support & Pipeline Management (Primary Focus)

• Provide comprehensive day-to-day support that allows the assigned RM to maximize time spent on prospecting and originating loans.
• Manage inbound applications and coordinate loan intake.
• Serve as the primary point of contact for borrower follow-up throughout the application process.
• Collect, track, and resolve outstanding documentation.
• Coordinate with processing, underwriting, operations, and servicing teams to keep transactions moving.
• Monitor pipeline status and proactively identify stalled files.
• Maintain accurate Salesforce records, pipeline updates, and activity tracking.
• Generate pipeline reports and assist with forecasting.
• Coordinate calendars, prospect meetings, and follow-up activities.
• Protect the RM's prospecting schedule by minimizing administrative interruptions.

Prospecting & Marketing Support

• Assist the RM with business development activities by coordinating outreach and maintaining organized prospect management.
• Build and maintain prospecting lists.
• Coordinate marketing campaigns and referral partner communications.
• Execute RM-approved borrower and referral outreach.
• Re-engage inactive prospects and prior borrowers.
• Track marketing activity and customer engagement within Salesforce.
• Maintain accurate contact records and CRM hygiene.

Borrower & Relationship Support

• Serve as the operational liaison for borrowers while allowing the RM to focus on relationship development.
• Respond to routine borrower inquiries.
• Coordinate status updates throughout the loan process.
• Assist with post-closing follow-up.
• Coordinate extension and refinance opportunities.
• Escalate relationship-sensitive matters to the RM when appropriate.

Credit & Analytical Support (Secondary Responsibility)

• Support the RM and Underwriting on larger or more complex opportunities.
• Prepare cash flow analyses.
• Perform borrower financial analysis.
• Assist with loan sizing and structuring scenarios.
• Draft preliminary credit memoranda.
• Gather financial information needed for underwriting.

Qualifications

• Bachelor's degree in Business, Finance, Real Estate, or related field preferred.
• 2–5 years of experience in mortgage lending, commercial lending, banking, or financial services.
• Experience supporting loan originators, sales teams, or relationship managers preferred.
• Working knowledge of commercial or residential mortgage lending.
• Strong organizational and project management skills.
• Excellent written and verbal communication skills.
• Advanced proficiency with Microsoft Office and Salesforce or other CRM platforms.
• Strong analytical skills with the ability to interpret financial information.

Required Skills

• Increase RM prospecting capacity by removing operational and administrative responsibilities.
• Maintain organized, accurate Salesforce records and pipeline reporting.
• Deliver exceptional borrower service throughout the lending process.
• Coordinate effectively across Sales, Processing, Underwriting, and Operations.
• Assist in preparing larger, more complex loan opportunities without replacing the underwriting function.

Pay range and compensation package

A reasonable estimate of the compensation range for this role is $70,000-$80,000. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.