"We are committed to providing a competitive and equitable total rewards package. The compensation for this role is designed to attract, retain, and motivate top talent.
The expected base salary range for this position is $45,000 to $55,000 Annually.
The central focus of a Sales Assistant is to support the sales force with a variety of tasks related to increasing their production, efficiency and quality of work. A Sales Assistant's role is divided between 3 important components including 1) Marketing support; 2) Pre-application/post-closing client interaction; and 3) Loan data entry into the operating system, Encompass.
- Phone and email support including checking messages, return calls and correspondence, to maintain organized files and work environment - Maintain calendar in scheduling meetings, closings and create calendar invitations and follow up timely with customers and potential borrowers - Ensure application is complete and enter notes into the file for processing as directed - Prepare preapproval letters after qualification by Loan Officer/Vice President, Mortgage Lending - Monitor the loan from application through closing process, maintaining effective communications with customers, referral sources, and loan support staff - Pipeline Inspection: review pipeline to check for challenges and assess daily turn times to minimize lock expirations, missed contingency and scheduled close times - Change/extend loans and request pricing expectations as needed or requested - Update, change or extend investor locks with Commitment Desk as necessary - Track and approve CDs for closings and educate borrowers on process and terms - Obtain and track CDs, check final numbers and call borrowers with dollar amount necessary to close - Database management including coordinating monthly correspondence to borrowers who recently closed a loan - Coordinate with the Marketing Department to create marketing materials for agents - Complete tasks in a timely manner and work amicably with others and the POD - Other duties and responsibilities as assigned
- Excellent customer service skills and strong work ethic - Exceptional verbal and written communication and listening skills with ability to communicate with multiple levels of management and influence others - Ability to work a fast-paced environment that will require strong organizational skills and analytical acumen - Excellent time-management skills and follow up and follow through with ability to multitask and meet deadlines - Familiarity with mortgage industry and GRA loan processes - Ability to multi-task with strong attention to detail while meeting deadlines in a fast-paced environment - Proficient in Microsoft Office Suite including Outlook, and loan origination system (preferably Encompass) - Ability to thing strategically to solve problems or challenges with loan files
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This posting was published by Jorge Hernandez at Rate (NMLS #269284) on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.