Sales Assistant
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Job Description
Remote Sales Assistant supporting mortgage Account Executives with prospecting, CRM management, loan pipelines, and client engagement. Coordinating sales operations from origination through funding.
Responsibilities:
- Support Account Executives in business development and prospecting efforts
- Create targeted prospecting lists, call sheets, and market opportunity reports using CRM and industry data sources
- Identify and distribute inbound sales opportunities to designated Account Executives
- Coordinate follow-up communications and marketing campaigns on behalf of Account Executives
- Follow up on prospect conversion to approved client and assist with renewals
- Maintain accurate customer, prospect, and referral partner records within the CRM
- Update broker data, manage campaign enrollment, and assist with sales reporting and pipeline tracking
- Monitor loan pipeline activity and assist in moving loans through the origination process
- Review stalled files, upcoming lock expirations, expiring approvals, and renewal opportunities, escalating issues as appropriate
- Conduct proactive outreach to clients regarding outstanding documentation and disclosures
- Provide clients with basic operational support and system assistance
- Assist with troubleshooting loan and pipeline issues
- Support pre-delinquency outreach and customer retention initiatives
- Assist Account Executives with pipeline management from submission through funding
- Provide pricing support on pre-qualified loan scenarios within established guidelines
- Serve as an administrative and operational resource for Account Executives managing client relationships and sales activities
Requirements:
- Minimum 2 years of experience in mortgage sales support, operations, account management support, or related mortgage industry experience
- Working knowledge of mortgage loan origination processes and third-party origination (TPO) lending preferred
- Ability to manage multiple priorities in a fast-paced sales environment
- Strong customer service, communication, and organizational skills
- Proficient in Microsoft Office applications
- Ability to analyze reports, identify trends, and proactively address pipeline issues
- Excellent verbal and written communication skills
- Deep understanding of mortgage products, loan workflows, and pipeline management preferred
- Strong data management and CRM administrative capabilities
- Experience in OptifiNow preferred, but not required
- Reliable internet connection and a quiet, professional workspace
- Ability to communicate via phone, email, and ticketing systems
- Ability to occasionally pick up and/or move up to 15 pounds
Benefits:
- Fully remote work from the employee’s home or another approved off-site location
- Company-provided computer, headset, and webcam
- Flexible off-site work arrangement
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