Sales Assistant

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

📋 Description

• Provide administrative and operational assistance to the sales team, including Account Executives and Sales Leaders.

• Seek out new potential clients and target additional prospects.

• Execute outbound sales outreach through phone calls, emails, and marketing strategies.

• Arrange appointment presentations of products and services for both new and existing clients.

• Handle incoming loan submissions, review them for completeness, and ensure precise data entry into loan origination systems.

• Act as a primary contact for clients, addressing inquiries and directing questions to the appropriate team members.

• Aid in the preparation of presentations, reports, and marketing materials for prospective and existing clients.

• Monitor pipeline activity and collaborate with operations to guarantee that loans advance through underwriting and closing in a timely manner.

• Maintain current knowledge of company loan products, eligibility criteria, and pricing tools.

• Work together with underwriting, disclosures, and funding teams to resolve any documentation or status issues.

• Assist in onboarding new brokers and correspondents, including collecting documents and establishing system access.

• Update and manage CRM and sales tracking tools with accurate client and loan-level information.

• Engage in team meetings and contribute to process enhancements and efficiency initiatives.

⛳️ Requirements

• Preference for candidates in PST and MST time zones.

• 1–3 years of experience in a sales support, sales, mortgage, or financial services role is preferred.

• Familiarity with Non-QM lending products is advantageous but not mandatory.

• Strong organizational and time management skills, with the ability to prioritize tasks and manage multiple responsibilities.

• Exceptional communication abilities, both written and verbal.

• Comfortable operating in a fast-paced, deadline-driven setting.

• Experience with CRM platforms such as HubSpot is a plus.

• Proficient in the Microsoft Office Suite (Excel, Outlook, Word, PowerPoint).

• Self-driven team player with keen attention to detail and a customer service-oriented mindset.

🏝️ Benefits

• Fully remote work arrangement.