Sales Support Admin

About the role

This role involves supporting the sales team with administrative tasks related to new loan production, client outreach, and daily activities to allow loan officers to focus on dealer relationships and strengthen ties with their borrowers.

Additional activities include handling inbound call overflow, addressing client update requests when loan officers are on vacation, and various reporting needs for management.

Responsibilities

• Handle administrative tasks for loan officers on vacation or out sick
• Conduct client outreach along with managing inbound call overflow and email assistance for expiring locks
• Manage administrative reporting needs, including expiring locks, rejected COFs, and loans requiring additional outbound calls by loan officers
• Compile notes from various meetings and assist with post-meeting activities
• Assist loan officers with various administrative tasks and scheduling needs

Requirements

• 2 years of mortgage processing experience
• Strong attention to detail
• Ability to work independently and as part of a sales team
• Knowledge of Encompass Loan Origination System
• Knowledge of Composer Phone System
• Bilingual (Spanish preferred)

Physical Demands

• Ability to safely and successfully perform essential job functions consistent with ADA, FMLA, and other federal, state, and local standards, including meeting qualitative and/or quantitative productivity standards
• Ability to maintain regular, punctual attendance consistent with ADA, FMLA, and other federal, state, and local standards
• Must be able to lift and carry up to 50 lbs
• Must be able to talk, listen, and speak clearly on the telephone
• Able to sit at a workstation for prolonged periods of time