Job Description

Description
Provide administrative and operational support to the sales team, including Account Executives and Sales Leaders.
Solicit new prospective clients and target new prospects.
Outbound sales solicitation via phone, email and marketing strategies.
Schedule appointment presentations of our products and services to new and existing clients.
Manage incoming loan submissions, review for completeness, and ensure accurate data entry into loan origination systems.
Serve as a point of contact for clients, answering questions and routing inquiries to the appropriate team members.
Assist in the preparation of presentations, reports, and marketing materials for prospective and existing clients.
Track pipeline activity and coordinate with operations to ensure loans are progressing through underwriting and closing in a timely manner.
Maintain up-to-date knowledge of company loan products, eligibility requirements, and pricing tools.
Collaborate with underwriting, disclosures, and funding teams to resolve documentation or status issues.
Support the onboarding process for new brokers and correspondents, including gathering necessary documents and setting up access to systems.
Monitor and update CRM and sales tracking tools with accurate client and loan-level information.
Participate in team meetings and contribute to process improvements and efficiency initiatives.
Requirements
1–3 years of experience in a sales support, sales, mortgage, or financial services role preferred.
Knowledge of Non-QM lending products is a plus but not required.
Strong organizational and time management skills with the ability to prioritize and multitask.
Excellent communication skills, both written and verbal.
Comfortable working in a fast-paced, deadline-driven environment.
Familiarity with CRM platforms such as HubSpot is a plus.
Proficient in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint).
Self-motivated team player with a strong attention to detail and customer service orientation.

Job Tags

Work at office,

Similar Jobs

Housing Authority of Kansas City

Apartment Maintenance Mechanic II Job at Housing Authority of Kansas City

...Missouri is seeking qualified candidates for the position of Apartment Maintenance Mechanic II. Our Apartment Maintenance Mechanic II's are responsible for skilled maintenance of buildings, facilities, grounds, and light equipment. Performs carpentry, electrical, plumbing,...

Livestock Nutrition

Loader Operator Job at Livestock Nutrition

...meet the specific nutritional needs of Livestock Producer's operations. We understand that management, performance objectives and feeding... ...operation of equipment, including Front End Loaders and Skid Steers at our feed manufacturing facility. Responsibilities & Duties...

YMCA of Central Stark County

Summer Day Camp Counselor Job at YMCA of Central Stark County

...Summer Day Camp Counselor Department: Child Care Employment Type: Seasonal (MayAugust 2026) Pay Rate: $13.40/hour Hours: Approximately 2530 hours per week Locations: Alliance, Canton City, Jackson, Lake (Hartville), Louisville, North Canton, and...

Generali Global Assistance

Vice President of Strategic Accounts Job at Generali Global Assistance

...Generali Global Assistance A great place to work. Are you ready for new challenges and... ...brand for tour operator, cruise and airline partners. Learn more here . What youll... ...working onsite 2 days a week and working from home 3 days a week. Apply today to begin...

FreightTAS LLC

Ocean Import or Export Coordinator Job at FreightTAS LLC

...Job Description Job Description Ocean Import or Export Coordinator Salary - $50k to $65k base depending on experience Excellent... ...a minimum of 2 years of current experience working at an International freight forwarder in operations is required to complete the...

Sales Assistant Job at Champions Funding LLC, Gilbert, AZ

c3o4WUJaeGpHNnRYeGVSYTBhVXJxNlF4eUE9PQ==