Sales Support
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Job Description
Sales Support assisting mortgage Account Executives with client service, CRM, and loan pipeline support. Handling dormant-account reactivation, portal access, loan scenarios, and file restructuring.
Responsibilities:
- Assist Account Executives in the field
- Connect clients with appropriate Resources
- Package exceptions
- Aid in customer service escalations
- Deliver Welcome Calls
- Use the CRM to identify, contact, and document dormant accounts for reactivation
- Provide TPO Portal support across all portals and manage login credentials
- Ask for additional loans and scenarios
- Request introductions to Loan Officers or Processors who may need login credentials and system support
- Provide loan-level support for the general pipeline
- Assist with running DO and restructuring files/COC
Requirements:
- 3 years of mortgage industry experience
- Familiarity with Encompass
- Reliable internet connection
- Quiet, professional workspace
- CRM Management skills (preferred)
- Proficient in Excel (preferred)
Benefits:
- Fully remote work performed from the employee’s home or another approved off-site location
- Company-provided essential equipment, including computer, headset and webcam
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