Strategic Sales Assistant

Strategic Sales Assistant Homestead Funding Corp Albany, NY Job Details Full-time $24.04 - $31.25 an hour 3 hours ago Benefits Health savings account Health insurance Dental insurance 401(k) Flexible spending account Paid time off Parental leave Vision insurance 401(k) matching Life insurance Retirement plan Qualifications Teamwork Organizational skills Communications Business Associate's degree Full Job Description Winner of multiple 2026 Culture Excellence & Industry Awards, Homestead Funding Corp. is a multi-state licensed mortgage banker with branches located throughout the eastern U.S. In operation since 1995, our corporate headquarters is located in Albany, New York where we have perennially been the area's largest independent mortgage lender. We have tens of thousands of satisfied customers, originated billions of dollars in residential mortgage loans and maintained a reputation of exceptional service, honesty, integrity and financial reliability. Our goal is simple. We want to offer our customers outstanding service and the best mortgage financing to suit their needs. Our mix of traditional and innovative mortgage products gives us the ability to evaluate and deliver a wide variety of competitively priced mortgage financing solutions. We understand that not every situation is the same and our company has embraced that diversity in our customers by continually upgrading our product portfolio. Homestead Funding is committed to working with customers to ensure a smooth process from initial pre-qualification and mortgage evaluation to closing. After closing, we maintain contact with our customers to keep apprised of their ever-changing goals so that we can continue to service their home financing needs. This reflects our commitment to serving our customers for life.

The Strategic Sales Assistant is a highly visible support role that partners closely with the Vice President of Sales to help keep priorities organized, communication clear, and key initiatives moving forward. This position serves as a central point of coordination across the retail sales and consumer direct teams, providing day-to-day administrative, operational, and project support that helps leadership stay focused on execution. The ideal candidate is proactive, detail-oriented, highly organized, and energized by managing follow-through, coordinating moving pieces, and helping the business run smoothly. Key Responsibilities

• Provide day-to-day support to the Vice President of Sales and the broader sales leadership team by helping keep priorities organized, visible, and on track.
• Coordinate key initiatives across both the retail sales and consumer direct divisions to support alignment, communication, scheduling, accountability, and timely follow-through.
• Assist with high-priority sales projects by managing timelines, deliverables, action items, meeting preparation, and post-meeting follow-up.
• Partner with internal stakeholders to support improvements across the sales technology stack, including tool adoption, process enhancements, and implementation coordination.
• Support recruiting efforts for new loan officers by coordinating outreach, interview scheduling, recruiting materials, pipeline tracking, and timely communication.
• Assist with onboarding for newly hired loan officers by coordinating communication, training logistics, materials, and cross-functional handoffs.
• Prepare and maintain sales reports, dashboards, presentations, and leadership updates that support visibility into production, recruiting activity, and strategic priorities.
• Track progress on key initiatives and support workflow improvements that reduce friction and strengthen execution across the sales organization.
• Coordinate meetings, agendas, follow-up communication, and action tracking tied to sales priorities, recruiting initiatives, and operational projects.
• Work closely with partners across operations, marketing, IT, training, finance, and human resources to support execution of business priorities.
• Maintain accurate records and reporting across CRM systems, spreadsheets, and internal tools to support visibility, accountability, and informed decision-making.
• Bring organization, responsiveness, professionalism, and follow-through to a wide range of sales, recruiting, and operational support activities. Qualifications
• Associate's or bachelor's degree in business, communications, marketing, finance, or a related field preferred.
• 3+ years of experience in executive support, sales support, operations, recruiting coordination, project coordination, mortgage banking, financial services, or a related business support role preferred.
• Experience supporting leadership priorities, coordinating cross-functional initiatives, or assisting high-volume teams in a fast-paced environment.
• Strong proficiency with Microsoft Office, especially Excel, PowerPoint, Outlook, and Word.
• Comfort learning and supporting CRM platforms, reporting systems, sales enablement tools, and other business technology solutions.
• Excellent organizational skills with strong attention to detail, follow-through, and accountability.
• Strong written and verbal communication skills, with the ability to build relationships and work effectively across multiple departments and leadership levels.
• Ability to manage multiple priorities, maintain confidentiality, and provide professional support in a highly visible role. Core Skills
• Executive and leadership support
• Project and meeting coordination
• Organization and time management
• Communication and follow-through
• Technology adoption and process support
• Recruiting coordination and onboarding assistance
• Data accuracy, reporting, and administrative support
• Cross-functional collaboration in a fast-paced sales environment

Pay:

$24.04 - $31.25 per hour

Benefits:

401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Retirement plan Vision insurance

Work Location:

In person