Mid Level Mortgage Sales Assistant Jobs
Mid level mortgage sales assistant jobs go to professionals ready to own client pipelines, coordinate loan processing end to end, and support senior originators with minimal oversight. Roles are spread across Staffing & Recruiting, Banking & Financial Services, and Fintech, with a mix of on-site, remote, and hybrid settings, and employers like Jobot, AmeriHome Mortgage Company, and KeyBank hiring at this level now.
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Showing 5 of 62+ Mid Level Mortgage Sales Assistant jobs
JOB SUMMARY
The Mortgage Warehouse Lending Data Analyst supports the Warehouse Lending Group through data analytics, reporting automation, dashboard development and maintenance, and process optimization initiatives. The primary focus of the role is to develop scalable reporting solutions, automate manual processes, improve data accessibility, and create analytical tools that support portfolio monitoring, decision-making, and business performance.
Working closely with Warehouse Lending, Credit Risk, the Chief Investment Office, Credit Review, Technology, and other stakeholders, the analyst will leverage data, automation, and emerging technologies, including artificial intelligence, to interpret trends, drive efficiencies and support strategic initiatives. The role also offers a career path into broader mortgage warehouse lending, financial analysis, counterparty risk management, and underwriting responsibilities.
CARREER DEVELOPMENT OPPORTUNITIES
- Gain exposure to mortgage warehouse lending operations and portfolio management.
- Participate in customer diligence meetings and management discussions.
- Develop knowledge of financial statement analysis and counterparty risk assessment.
- Support portfolio monitoring and risk measurement and management activities.
- Progress into more advanced analytical, risk management, and underwriting responsibilities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Designs, develops, automates, and maintains recurring reports, dashboards, and management information packages.
- Extracts, validates, transforms, and analyzes data from multiple internal and external sources to support business decisions.
- Develops analytical models, reporting tools, and performance metrics that improve operational efficiency and reduce manual processes.
- Creates dashboards and visualizations using Power BI, Tableau, or similar business intelligence platforms.
- Identifies opportunities to streamline workflows through automation, advanced analytics, artificial intelligence, and other emerging technologies.
- Develops management reports, portfolio analytics, and presentation materials for senior leadership and committee meetings, including analysis of key insights and trends.
- Partners with business stakeholders to understand reporting needs and deliver scalable data and analytics solutions.
- Assists in the development of AI-powered tools, intelligent agents, automated workflows, and other technology solutions to enhance reporting and decision-making capabilities.
- Documents data sources, reporting processes, methodologies, and procedures to promote consistency and data integrity.
- Monitors industry trends and emerging technologies and recommends innovative solutions to improve business processes and analytical capabilities.
- Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
- Adheres to Bank policies and procedures and completes required training.
- Identifies and reports suspicious activity.
QUALIFICATIONS
Education
- Bachelor's degree in Computer Science, Data Analytics, Information Systems, Engineering, Mathematics, Statistics, Economics, Finance, or a related field required. Equivalent combination of education and relevant experience will be considered.
Experience
- 3 years of experience extracting, transforming, validating, and analyzing data from multiple internal and external sources
- 3 years of experience developing automated reports, dashboards, analytical models, and business intelligence solutions
- 3 years of experience identifying and implementing opportunities to streamline workflows and improve operational efficiency through automation and technology
- Familiarity with artificial intelligence tools, large language models (LLMs), intelligent agents, or AI-enabled workflow solutions preferred
- Familiarity with AWS, Power Apps, SharePoint, or other data management and workflow platforms preferred
Knowledge, Skills, and Abilities
- Strong analytical, quantitative, and problem-solving skills.
- Ability to translate complex data into actionable business insights and recommendations.
- Strong verbal and written communication skills, including the ability to prepare reports, presentations, and executive-level summaries.
- Ability to manage multiple priorities and work effectively in a fast-paced environment.
- Curiosity and willingness to learn new technologies, tools, and business processes.
- Demonstrated interest in data analytics, automation, artificial intelligence, and process improvement.
- Ability to work collaboratively across business, technology, and operational teams.
- Self-motivated with a continuous improvement mindset and strong attention to detail.
Technical Skills:
- Python (Pandas, NumPy, data visualization, automation, and data analysis libraries)
- SQL
- Power BI, Tableau, or similar business intelligence and data visualization tools
- Advanced Microsoft Excel, including Power Query, data modeling, and complex data analysis
- Power Automate, VBA, or other process automation tools
Additional Information
- Candidates residing in locations within BankUnited's footprint may be given preference.
Compensation: $85,000-$95000
JOB SUMMARY
The Mortgage Warehouse Lending Data Analyst supports the Warehouse Lending Group through data analytics, reporting automation, dashboard development and maintenance, and process optimization initiatives. The primary focus of the role is to develop scalable reporting solutions, automate manual processes, improve data accessibility, and create analytical tools that support portfolio monitoring, decision-making, and business performance.
Working closely with Warehouse Lending, Credit Risk, the Chief Investment Office, Credit Review, Technology, and other stakeholders, the analyst will leverage data, automation, and emerging technologies, including artificial intelligence, to interpret trends, drive efficiencies and support strategic initiatives. The role also offers a career path into broader mortgage warehouse lending, financial analysis, counterparty risk management, and underwriting responsibilities.
CARREER DEVELOPMENT OPPORTUNITIES
- Gain exposure to mortgage warehouse lending operations and portfolio management.
- Participate in customer diligence meetings and management discussions.
- Develop knowledge of financial statement analysis and counterparty risk assessment.
- Support portfolio monitoring and risk measurement and management activities.
- Progress into more advanced analytical, risk management, and underwriting responsibilities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Designs, develops, automates, and maintains recurring reports, dashboards, and management information packages.
- Extracts, validates, transforms, and analyzes data from multiple internal and external sources to support business decisions.
- Develops analytical models, reporting tools, and performance metrics that improve operational efficiency and reduce manual processes.
- Creates dashboards and visualizations using Power BI, Tableau, or similar business intelligence platforms.
- Identifies opportunities to streamline workflows through automation, advanced analytics, artificial intelligence, and other emerging technologies.
- Develops management reports, portfolio analytics, and presentation materials for senior leadership and committee meetings, including analysis of key insights and trends.
- Partners with business stakeholders to understand reporting needs and deliver scalable data and analytics solutions.
- Assists in the development of AI-powered tools, intelligent agents, automated workflows, and other technology solutions to enhance reporting and decision-making capabilities.
- Documents data sources, reporting processes, methodologies, and procedures to promote consistency and data integrity.
- Monitors industry trends and emerging technologies and recommends innovative solutions to improve business processes and analytical capabilities.
- Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
- Adheres to Bank policies and procedures and completes required training.
- Identifies and reports suspicious activity.
QUALIFICATIONS
Education
- Bachelor's degree in Computer Science, Data Analytics, Information Systems, Engineering, Mathematics, Statistics, Economics, Finance, or a related field required. Equivalent combination of education and relevant experience will be considered.
Experience
- 3 years of experience extracting, transforming, validating, and analyzing data from multiple internal and external sources
- 3 years of experience developing automated reports, dashboards, analytical models, and business intelligence solutions
- 3 years of experience identifying and implementing opportunities to streamline workflows and improve operational efficiency through automation and technology
- Familiarity with artificial intelligence tools, large language models (LLMs), intelligent agents, or AI-enabled workflow solutions preferred
- Familiarity with AWS, Power Apps, SharePoint, or other data management and workflow platforms preferred
Knowledge, Skills, and Abilities
- Strong analytical, quantitative, and problem-solving skills.
- Ability to translate complex data into actionable business insights and recommendations.
- Strong verbal and written communication skills, including the ability to prepare reports, presentations, and executive-level summaries.
- Ability to manage multiple priorities and work effectively in a fast-paced environment.
- Curiosity and willingness to learn new technologies, tools, and business processes.
- Demonstrated interest in data analytics, automation, artificial intelligence, and process improvement.
- Ability to work collaboratively across business, technology, and operational teams.
- Self-motivated with a continuous improvement mindset and strong attention to detail.
Technical Skills:
- Python (Pandas, NumPy, data visualization, automation, and data analysis libraries)
- SQL
- Power BI, Tableau, or similar business intelligence and data visualization tools
- Advanced Microsoft Excel, including Power Query, data modeling, and complex data analysis
- Power Automate, VBA, or other process automation tools
Additional Information
- Candidates residing in locations within BankUnited's footprint may be given preference.
Compensation: $85,000-$95000
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Find JobsMid Level Mortgage Sales Assistant Job Market
Who's Hiring
- Jobot28
- AmeriHome Mortgage Company5
- KeyBank4
- ICCU2
- Regions Bank2
Top Industries Hiring
- Staffing & Recruiting28
- Banking & Financial Services25
- Fintech1
- Insurance1
- Construction & Real Estate1
Mid Level Mortgage Sales Assistant Jobs: Frequently Asked Questions
How do I get a mid level mortgage sales assistant job?
Position yourself by highlighting ownership experience: loan files you managed independently, production goals you helped hit, and processes you improved. Emphasize familiarity with mortgage platforms, compliance workflows, and borrower communication. Tailor your resume to show results rather than just duties, and target postings that call for hands-on origination support, pipeline management, or processor coordination rather than purely administrative tasks.
Which companies hire mid level mortgage sales assistants?
Companies hiring mid level mortgage sales assistants right now include Jobot, AmeriHome Mortgage Company, and KeyBank, based on current listings on Migrate Mate as of November 2026. Hiring at this level comes primarily from retail banks, credit unions, independent mortgage banks, and regional lenders that need experienced support staff to keep loan officers productive and pipelines moving.
Are there remote mid level mortgage sales assistant jobs?
Yes, though availability varies by employer and state licensing requirements. About 74% of mid level mortgage sales assistant openings are remote or hybrid as of November 2026, reflecting broader adoption of digital mortgage platforms. Many lenders now run processing and borrower communication entirely online, making remote arrangements more common at this experience level than they were previously.
How do I move up to a mid level mortgage sales assistant role?
Moving from entry level to mid level means building real ownership over time. That includes handling loan files from application through closing without close supervision, learning compliance requirements deeply, and demonstrating measurable impact on a team's pipeline output. Taking on coordination tasks, cross-training across origination and processing, and earning relevant certifications all signal readiness for the next tier of responsibility.
Which industries hire the most mid level mortgage sales assistants?
Mid Level mortgage sales assistant roles concentrate in Staffing & Recruiting, Banking & Financial Services, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors drive consistent hiring because loan volume, regulatory complexity, and borrower service demands require experienced assistants who can operate independently alongside licensed originators.