Sales Assistant
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Job Location:
Kalamazoo, MI - USA
Monthly Salary:
Not Disclosed
Posted on:
4 days ago
Vacancies:
1 Vacancy
Job Summary
We are seeking a Mortgage Sales Assistant to become a part of our Kalamazoo MI team!
Prior mortgage experience is not required. This is an opportunity to learn the mortgage industry and grow into a mortgage sales assistant role with a top-rated local lender.
A Mortgage Sales Assistant works in tandem with their Loan Officer and team throughout the loan process. They assist with lead generation and maintaining a tracking database for the team borrower qualification taking applications and will work with their Processor(s) to track down outstanding conditions and communicate updates throughout the process. Sales Assistants will work closely with borrowersrealtors Set Up Specialists Processing and their Loan Officer.
Essential Duties and Responsibilities:
- Make initial contact and maintain contact with borrowers and reply to/follow up with borrowers and agents in a timely manner by phone email or text.
- Manage the teams lead tracker and CRM.
- Provide assistance to their Loan Officer and Processing team.
- Provide support on loan qualification scenarios and interpreting guidelines.
- Guide borrowers through the loan application process.
- Update loan software with validated information.
- Provide accurate information to all parties in the transaction.
- Request and review all required upfront documents.
- Assist with making credit decisions and issue pre-approvals or game plans once supporting documents are received.
- Work with the team to handle any issues throughout the loan process and take appropriate action to resolve them.
- Act as a knowledgeable resource for the borrowers real estate agents and processors.
- Maintain confidentiality.
Essential Traits and Values:
- Strong verbal communication skills Communicates accurately effectively appropriately and with a positive attitude.
- Strong organizational skills.
- Works effectively as a team player and encourages peers to succeed in their respective roles.
- Takes pride in a high quality of work with a thorough attention to detail.
- Be proactive - Take initiative to resolve any possible issues that can arise.
- The ability to prioritize and multitask throughout the day managing interruptions until the highest priority tasks are accomplished.
- Establishes a record of producing work that is highly accurate.
- Ensures that quality of work does not suffer as quantity of work increases.
- Be a team player who adds complementary skills and contributes valuable ideas opinions and feedback.
- Personally commits to a high quality of work and encourages others to have similar standards.
- Have a desire to learn and grow.
- Represents Treadstone and their team in a professional manner.
- NMLS license (company will provide support in obtaining license if not already licensed)
Key Skills
- Sales Experience
- Time Management
- Data Entry
- Customer Service
- Microsoft Outlook
- Microsoft Word
- Computer Literacy
- Microsoft Powerpoint
- Furniture Sales
- Microsoft Excel
- Administrative Experience
- Sales Support
About Company
We are seeking a Set Up Specialist to become a part of our team! This position is a great way to get your career in the mortgage industry started as this positi...
