Sales Assistant, Mortgage

Bonus Type

Summary

Are you passionate about helping people achieve their dreams of owning a home? Do you enjoy being the go-to person and right hand to one, or many Loan Officers? Do you like the idea of limitless earning potential?  If you’re detail-oriented and have a marketing mindset, being a Sales Assistant in our Mortgage division could be right for you. 

Job Description

The Sales Assistant performs vital functions that allow the Loan Originator to focus on customer relationships and customer retention.    Sales Assistant must play an integral part in increasing the Loan Originator’s volume.   Must successfully use creative marketing and sales practices to create new business.   Assist Loan Originator in building relationships with referral partners and jointly making calls and attending Realtor functions with the Loan Originator.   Sales Assistant must remain current on product knowledge and underwriting guidelines.   Use existing systems and technology according to Loan Originator Business Plan and company values.    Sales Assistant must always remain a part of the Loan Originator Team.

Team Culture

Our team is one big happy family. We’re passionate about what we do and it shows. Helping someone achieve their dream of homeownership is rewarding, from start to finish. Our team reinforces and rallies around one another to find solutions to get the customer into their home on time.

We’ve created a safe space for you to brainstorm, ask questions, and find solutions together, as a team. Everyone pulls together, no matter what role or level. There is genuine care and concern for a job well done and lifting up one another to become better.

We live by our team mission statement. A rising tide lifts all ships, if we can help each other achieve more it helps us all.  

How You'll Spend Your Time

• You will effectively communicate across all levels and have contact with clients, internally and externally as well as talk to realtors, processors, closers, sales leaders, and more.
• You will combine all the missing pieces of the puzzle and keep everyone informed on the loan file and what happens next.
• You will be the second point of contact and respond to client questions and concerns when the loan officer is not available.
• You will input loans, request docs, reconcile and step in at any point prior to the loan going to underwriting.
• You’ll use multiple systems to access information in a very structured way.
• You will use your marketing savvy to help the Loan Officer/s grow and strengthen their business. You may educate prospects on social media or drop off marketing materials for realtors.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of Associate's Degree or 1 year general office experience.

• Thorough working knowledge of:  file maintenance, English grammar, appropriate standards regarding letters, memorandums, composition, and proper telephone etiquette.
• Good PC and software application skills.
• Good interpersonal, verbal and written communication skills.
• Ability to handle multiple tasks in a competent and professional matter.
• NMLS required.

Working Conditions & Physical Requirements