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Mortgage Advisor Assistant Jobs (NOW HIRING)

The Mortgage Banking Advisor will be responsible for providing administrative and sales support to ... * Assist loan officers with loan originations. * Confirm appointments and review documents with ...

The Mortgage Banking Advisor will be responsible for providing administrative and sales support to ... * Assist loan officers with loan originations. * Confirm appointments and review documents with ...

The Mortgage Banking Advisor will be responsible for providing administrative and sales support to ... * Assist loan officers with loan originations. * Confirm appointments and review documents with ...

Mortgage Loan Officer

Chicago, IL · On-site

$32 - $39/hr

Mortgage Advisors have the opportunity to earn commission in addition to their base pay. In 2025 ... Oversee loan process by monitoring loan status and ensuring conformity with terms. * Assist in ...

The Mortgage Advisor (MA) is responsible for collecting and analyzing information regarding each ... Supervises and trains assistants and other support staff. 13.Keeps up-to-date on all required ...

The Mortgage Advisor (MA) is responsible for collecting and analyzing information regarding each ... Supervises and trains assistants and other support staff. 13.Keeps up-to-date on all required ...

Production Partner

Santa Cruz, CA · On-site

$18.50 - $24/hr

Help manage the Mortgage Advisor's calendar and communications Assist in coordinating the Mortgage Advisor's schedule by booking consultations, managing follow-ups, and helping organize ...

Showing results 41-60

Mortgage Advisor Assistant information

See salary details

$28.5K

$38K

$47K

How much do mortgage advisor assistant jobs pay per year?

As of Aug 19, 2026, the average yearly pay for mortgage advisor assistant in the United States is $37,951.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,500.00 and $40,000.00 per year, depending on experience, location, and employer.

What does a mortgage advisor assistant do?

A Mortgage Advisor Assistant supports mortgage advisors by handling administrative tasks, managing client communications, and preparing necessary documentation for mortgage applications. They help ensure that applications are processed efficiently and that clients receive timely updates throughout the process. Additionally, they may conduct initial research on mortgage products, gather client information, and schedule appointments. Their role is essential in helping mortgage advisors deliver excellent service to clients.

What are the key skills and qualifications needed to thrive as a mortgage advisor assistant, and why are they important?

To thrive as a Mortgage Advisor Assistant, you need a solid understanding of mortgage products, financial documentation, and administrative procedures, usually supported by experience in finance or banking. Familiarity with Customer Relationship Management (CRM) software, mortgage application platforms, and regulatory compliance systems is typically required. Excellent organizational skills, attention to detail, and strong interpersonal communication help you support both clients and advisors effectively. These skills are crucial to ensure smooth mortgage processing, regulatory adherence, and a positive client experience.

What are some typical challenges faced by a mortgage advisor assistant, and how can they be managed?

Mortgage Advisor Assistants often juggle multiple client files and tight deadlines while ensuring all documentation is accurate and compliant with regulations. Staying organized and proactively communicating with both clients and advisors is key to managing workload and reducing errors. Familiarity with mortgage processing systems and a willingness to learn about changing lender requirements can help you stay ahead in this fast-paced environment.

What is the difference between Mortgage Advisor Assistant vs Mortgage Broker?

AspectMortgage Advisor AssistantMortgage Broker
CredentialsTypically requires basic financial or administrative certificationsRequires licensing and certifications, such as mortgage broker licenses
Work EnvironmentSupports mortgage advisors in banks or lending firmsOperates independently or with a team, working with clients directly
Industry UsageCommonly employed in financial institutions and lending companiesWorks across multiple lenders, often as independent agents

The main difference is that a Mortgage Advisor Assistant primarily supports mortgage advisors with administrative tasks, while a Mortgage Broker actively works with clients to find and arrange mortgage loans across various lenders. The assistant role is more supportive and administrative, whereas the broker role involves client interaction and loan negotiation.

How to become a mortgage advisor assistant?

To become a mortgage advisor assistant, candidates typically need a high school diploma or equivalent, strong organizational and communication skills, and familiarity with mortgage processes. Some roles may require basic knowledge of financial products and proficiency with office software; relevant certifications are not usually mandatory but can enhance prospects.

What cities are hiring for Mortgage Advisor Assistant jobs?

Cities with the most Mortgage Advisor Assistant job openings:

What are the most commonly searched types of Mortgage Advisor jobs?

The most popular types of Mortgage Advisor jobs are:

What states have the most Mortgage Advisor Assistant jobs?

States with the most job openings for Mortgage Advisor Assistant jobs include:

Infographic showing various Mortgage Advisor Assistant job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 75% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $37,951 per year, or $18.2 per hour.

Mortgage Banking Advisor

WSFS Bank

Bryn Mawr, PA • On-site

$44K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 28 days ago


WSFS Bank rating

8.7

Company rating: 8.7 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

23rd of 171 rated banks


Job description

Job Description

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service is more than part of our name, it's our mission and our purpose.

The Mortgage Banking Advisor will be responsible for providing administrative and sales support to a team of Mortgage Loan Originators (MLOs). The incumbent will provide a wide range of duties related to day-to-day sales functions, and will act as the main facilitator for communications between the MLO and customers.

Job Responsibilities:

  • Work with customers to set expectations around appointments, loan statuses, rate inquiries, and other information.
  • Assist loan officers with loan originations.

  • Confirm appointments and review documents with customers at the time of the applications to ensure efficiency.
  • Provide marketing support to Mortgage Loan Originators, and act as a liaison between Customers and MLOs.
  • Attend in-person loan closings at Customer's homes or places of business and be willing and able to travel to locations in Philadelphia, Southeastern Pennsylvania, and Delaware.
  • Be self-motivated, able to work in a dynamic team environment, ambitious, and looking to pursue a career in Residential Mortgage sales.

Minimum Qualifications:

  • Must have a Bachelor's Degree in a business-related field or equivalent work experience.
  • Must have previous sales and customer service experience.
  • Must have the ability to travel to different Bank and Customer locations to perform loan closings.
  • Must be registered or be able to register with the Nationwide Mortgage Licensing System (NMLS).
  • Previous experience in residential mortgage originations is preferred.
  • Must have excellent oral and written communications skills.
  • Must have the ability to resolve problems quickly and independently.
  • Must be able to make decisions and recommendations on difficult and important issues affecting individual loan transactions within their level of authority.

Salary Range:

$44,146 - $44,146

In addition to a base salary, this role is eligible to earn commissions based upon individual production.

Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.


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