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Wholesale Assistant

VEJANew York, NY
today
Hybrid

Company

VEJA

Location

New York, NY

Work Schedule

full time

Work Location

hybrid

Job Description

VEJA seeks a Wholesale Assistant in New York, NY to support real estate mortgage wholesale operations. Assist in deal processing, client coordination, and team collaboration to drive business growth.

Full Description

Join VEJA as a Wholesale Assistant in our dynamic New York office, where you will play a pivotal role in our real estate mortgage division. This position is essential for streamlining wholesale lending processes, ensuring seamless transactions, and contributing to our company's expansion in the competitive real estate market. Your efforts will directly impact our ability to deliver high-quality mortgage products to partners, fostering long-term relationships and driving revenue growth in a fast-paced industry. In this role, you will handle daily tasks such as reviewing wholesale mortgage applications for completeness and compliance, coordinating with brokers and underwriters to facilitate smooth deal flow. Weekly, you will prepare reports on pipeline status, track key performance metrics like approval rates and turnaround times, and update client databases with accurate information. Monthly responsibilities include analyzing sales data to identify trends, assisting in forecasting wholesale volumes, and participating in team meetings to discuss strategies for improving efficiency. You will collaborate closely with sales, underwriting, and compliance teams, manage documentation for high-volume deals, ensure adherence to regulatory standards, and support senior staff in preparing presentations for stakeholders. Additionally, you may oversee junior tasks, contribute to process improvements, and handle ad-hoc projects like market research on competitor offerings to enhance our wholesale capabilities. Candidates must possess a bachelor's degree in finance, business administration, real estate, or a related field, with at least 1-2 years of experience in mortgage lending, wholesale operations, or real estate finance. Proficiency in mortgage software such as Encompass or Calyx, advanced Excel skills for data analysis, and familiarity with FHA, VA, and conventional loan guidelines are required. Knowledge of RESPA, TILA, and other federal regulations is essential, along with strong attention to detail to minimize errors in high-stakes transactions. Success in this role demands excellent organizational skills to manage multiple priorities, superior communication abilities for interacting with clients and internal teams, and analytical prowess to interpret financial data accurately. You should be a proactive problem-solver with a customer-focused mindset, capable of thriving in a collaborative environment while demonstrating integrity and adaptability to industry changes. Technical competencies in CRM systems and reporting tools will further set you apart. VEJA is a forward-thinking leader in real estate mortgage solutions, committed to innovation, sustainability, and client success. Our mission is to empower communities through accessible financing, guided by values of transparency, excellence, and teamwork. We foster a vibrant culture in our New York headquarters, with a diverse team that encourages work-life balance, professional growth, and creative problem-solving in a supportive atmosphere. We offer competitive compensation, though salary details are not specified at this time, commensurate with experience. Comprehensive benefits include health, dental, and vision insurance, 401(k) with company match, generous PTO starting at 15 days, flexible hybrid work options, and professional development stipends. Additional perks feature wellness programs, employee discounts on mortgage products, and performance-based bonuses to reward your contributions. Advance your career at VEJA with clear paths to senior assistant, wholesale manager, or specialized roles in underwriting. We invest in your growth through ongoing training, mentorship, and tuition reimbursement. To apply, submit your resume and cover letter via our careers portal today and take the next step toward a rewarding future.

Key Skills

Mortgage ProcessingClient CoordinationData AnalysisRegulatory ComplianceExcel Proficiency