Sr. Sales Assistant (Originations)

Responsibilities

• 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.
• Cook up calendars, prospect meetings, and follow-up activities.
• Protect the RM's prospecting schedule by minimizing administrative interruptions.
• Aid the RM with business development activities by coordinating outreach and maintaining organized prospect management.
• Build and maintain prospecting lists.
• Cook up 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.
• Serve as the operational liaison for borrowers while allowing the RM to focus on relationship development.
• Respond to routine borrower inquiries.
• Cook up status updates throughout the loan process.
• Aid in post-closing follow-up.
• Cook up extension and refinance opportunities.
• Escalate relationship-sensitive matters to the RM when appropriate.
• Support the RM and Underwriting on larger or more complex opportunities.
• Prepare cash flow analyses.
• Perform borrower financial analysis.
• Aid in 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.
• Cook up effectively across Sales, Processing, Underwriting, and Operations.
• Aid in preparing larger, more complex loan opportunities without replacing the underwriting function.

Pay

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.