Sales Assistant
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Job Description
Sales Assistant managing client interactions and documentation in mortgage applications at CrossCountry Mortgage. Ensuring accurate communication and progression from initial contact through pre-approval stages.
Responsibilities:
- Serve as the first point of contact for inbound purchase and refinance leads
- Prioritize timely follow-up to ensure prompt engagement, application progression, and completion of required documentation
- Manage inbound communication across phone, text, email, and CRM queues
- Conduct structured intake calls to assess borrower goals, timing, readiness, and next steps
- Capture comprehensive intake information aligned with borrower objectives and Realtor expectations
- Assist clients in initiating and completing the loan application under Loan Officer supervision, ensuring accuracy and completeness
- Drive lead conversion through disciplined follow-up and intake standards
Requirements:
- High School Diploma or equivalent
- Experience in sales support or customer service, preferred
- Familiarity with the mortgage process and required documentation, preferred
- Skilled in communicating effectively by phone with clients and Realtors
- Skilled in managing time-sensitive tasks, multiple active files, and competing priorities while maintaining accuracy and attention to detail
- Excellent organizational and time management skills
- Excellent communication skills
Benefits:
- Medical
- Dental
- Vision
- 401K
- Short-term disability
- Employee assistance program
- Wellness program
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