Sales Assistant

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

📋 Description

• Reach out to every new lead within 4 hours of their arrival, ensuring a quick, friendly, and personalized approach.

• Conduct live intake questionnaires via phone.

• Schedule and confirm initial loan consultations.

• Set a target of 20 appointments each week for the Loan Officer.

• Confirm appointments 24 hours prior and manage or reschedule no-shows.

• Promptly send loan applications and monitor their progress until completion.

• Coordinate appointments with realtors, financial planners, title companies, insurance agents, CPAs, and attorneys.

• Daily manage the inbox using the Delete, Defer, Do, Delegate framework.

• Take action on emails the same business day and draft responses where necessary.

• Own, maintain, safeguard, and resolve conflicts on the calendar.

• Handle incoming correspondence and route communications through the team platform for logging.

• Maintain accurate CRM lead tracking and ensure contact information is up to date.

• Keep lead, appointment, and tracking pipelines current.

• Monitor leads from initial contact through to appointment scheduling.

• Ensure systems are aligned and provide daily visibility of necessary follow-ups and actions.

⛳️ Requirements

• Exceptional organizational abilities.

• Strong attention to detail.

• Confident and professional communication skills over the phone.

• Clear English speaking skills with a minimal accent.

• Proficient in Google Workspace, including Sheets, Calendar, Gmail, Docs, and Drive.

• Comfortable with making outbound calls to leads, clients, and business partners.

• Capable of managing multiple tasks in a fast-paced setting.

• Positive and professional demeanor.

• Self-driven and able to work with little supervision.

• Reliable and trustworthy.

• Ability to perform under pressure and meet deadlines.

• Experience with a CRM or lead management system.

• Prior experience using a phone or dialer system.

• Familiarity with mortgage software or loan origination systems is an advantage; training will be provided.

🏝️ Benefits

• Competitive salary above market rates.

• Health Maintenance Organization (HMO) coverage starting on Day 1 for the principal and two dependents.

• Government-mandated benefits.

• Performance-based incentives.

• Quarterly company events.

• 1,000 PHP De Minimis allowance.

• Equipment and software provided.