Sales Assistant

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

📋 Description

• Assist Account Executives in their business development and prospecting activities.

• Generate targeted prospecting lists, call sheets, and market opportunity reports utilizing CRM and industry data sources.

• Recognize and assign inbound sales leads to the appropriate Account Executives.

• Manage follow-up communications and marketing campaigns on behalf of Account Executives.

• Track prospect conversion to approved clients and support renewal processes.

• Ensure accurate records of customers, prospects, and referral partners within the CRM.

• Update broker information, oversee campaign enrollment, and contribute to sales reporting and pipeline tracking.

• Monitor loan pipeline activities and facilitate the progression of loans through the origination process.

• Review stalled files, upcoming lock expirations, expiring approvals, and renewal opportunities, escalating issues as necessary.

• Conduct proactive outreach to clients regarding outstanding documentation and disclosures.

• Provide clients with fundamental operational support and system assistance.

• Help troubleshoot loan and pipeline issues.

• Support pre-delinquency outreach and initiatives aimed at customer retention.

• Aid Account Executives with pipeline management from submission to funding.

• Offer pricing support for pre-qualified loan scenarios according to established guidelines.

• Act as an administrative and operational resource for Account Executives managing client relationships and sales activities.

⛳️ Requirements

• At least 2 years of experience in mortgage sales support, operations, account management support, or related experience in the mortgage industry.

• Preferably have a working knowledge of mortgage loan origination processes and third-party origination (TPO) lending.

• Capable of managing multiple priorities in a dynamic sales environment.

• Strong skills in customer service, communication, and organization.

• Proficient in Microsoft Office applications.

• Ability to analyze reports, identify trends, and proactively resolve pipeline issues.

• Exceptional verbal and written communication abilities.

• Preferably possess a deep understanding of mortgage products, loan workflows, and pipeline management.

• Strong data management and CRM administrative skills.

• Experience with OptifiNow is preferred, but not mandatory.

• Must have a reliable internet connection and a quiet, professional workspace.

• Capable of communicating via phone, email, and ticketing systems.

• Ability to occasionally lift and/or move up to 15 pounds.

🏝️ Benefits

• Fully remote work option from the employee’s home or an approved off-site location.

• Company-provided computer, headset, and webcam.

• Flexible off-site work arrangement.