Sales Assistant

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.