Sales Assistant
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Job Description
Sales Assistant managing mortgage leads, consultations, calendars, and CRM tracking for a lending team. Driving speed-to-lead, appointment setting, and accurate handoffs through the loan process.
Responsibilities:
- Contact every new lead within 4 hours of receipt in a fast, warm, and personal manner
- Conduct intake questionnaires live by phone
- Schedule and confirm initial loan consultations
- Set 20 appointments per week for the Loan Officer
- Confirm appointments 24 hours in advance and handle or re-book no-shows
- Send loan applications promptly and track them through completion
- Coordinate appointments with realtors, financial planners, title companies, insurance agents, CPAs, and attorneys
- Manage the inbox daily using the Delete, Defer, Do, Delegate framework
- Action emails the same business day and draft responses where appropriate
- Own, maintain, protect, and de-conflict the calendar
- Manage incoming correspondence and route communications through the team platform for logging
- Maintain accurate CRM lead tracking and contact information
- Keep lead, appointment, and tracking pipelines current
- Track leads from first contact through appointment scheduling
- Ensure systems are aligned and provide daily views of required follow-ups and actions
Requirements:
- Excellent organizational skills
- Strong attention to detail
- Confident and professional phone communication skills
- Clear English with a minimal accent
- Experience using Google Workspace, including Sheets, Calendar, Gmail, Docs, and Drive
- Comfortable making outbound calls to leads, clients, and business partners
- Ability to manage multiple tasks in a fast-paced environment
- Positive and professional attitude
- Self-motivated and able to work with minimal supervision
- Reliable and dependable
- Ability to work under pressure and meet deadlines
- Experience using a CRM or lead management system
- Previous experience using a phone or dialer system
- Experience with mortgage software or loan origination systems is a plus; training will be provided
Benefits:
- Above market salary
- HMO on Day 1 for principal and two dependents
- Government-mandated benefits
- Performance-based Incentives
- Quarterly Company Events
- 1,000 PHP De Minimis
- Equipment and software provided
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