Mortgage Sales Assistant

This is a fully remote position, open to applicants in California.

📋 Description

• Delivers exceptional customer service and manages portfolios in lending services for both current and prospective clients.

• Aids in the development of new business proposals or presentations for clients and prospects.

• Recognizes and suggests alternative workflow processes that can enhance efficiency and service quality.

• Engages in client sales and service support activities as necessary to satisfy client needs and uphold overall service standards.

• Takes responsibility for client inquiries, concerns, and complaints, ensuring prompt resolution and appropriate referrals.

• Maintains comprehensive knowledge of integrated private banking services, offerings, and lending procedures.

• Works collaboratively with internal and external stakeholders to achieve business objectives.

• Manages the setup, maintenance, and progression of lending products and associated account administration in accordance with established guidelines.

• Identifies, documents, and informs the banker or relationship manager of any credit or risk management concerns.

⛳️ Requirements

• Generally, 3 to 5 years of relevant experience is expected.

• A post-secondary degree in a related field or an equivalent combination of education and experience is required.

• Familiarity with personal (primarily) and commercial credit, as well as non-credit products and services.

• Knowledge of lending processes and applicable supporting policies.

• Proficient verbal and written communication skills.

• Strong organizational skills.

• Effective collaboration and teamwork abilities.

• Good analytical and problem-solving skills.

• A criminal background check and credit history assessment will be necessary.

🏝️ Benefits

• Health insurance.

• Retirement savings plans.

• Tuition reimbursement.

• Accident and life insurance.