Sales Assistant

Job Description

Job Description

Summary:

This role is essential in ensuring smooth loan processing, maintaining high customer satisfaction, and enhancing the overall efficiency of a sales team. You will also play a vital role in keeping the loan officers on track with their appointments and tasks.

Key Responsibilities:

• Income Analysis: Work up borrower income calculations to ensure accuracy for loan qualification.
• File Preparation: Ensure loan applications are complete and accurate, including borrower details, eConsent, and supporting documents.
• Document Management: Collect, review, and organize initial and follow-up documents upfront and at CLA to identify and address potential issues early.
• Loan Processing: Assist with RESPA compliance when loans are under contract and help process refinances by working up numbers.
• Client Interaction: Meet clients in person as needed for disclosures or eConsent assistance.
• Follow up with pre-qualified borrowers regularly to keep them engaged and informed.
• Communication: Send timely emails to buyer's agents with pending items for CTC to expedite the process. Communicate updates and requests clearly and professionally to all parties involved.
• Loan Applications: Take loan applications over the phone and prepare them for the loan officer to finalize pre-qualifications.
• Credit Repair Assistance: Guide clients through credit repair strategies to improve their loan eligibility.
• LSU Preparation: Draft and send Loan Status Updates (LSUs) as required.
• Time Management: Time block specific days to ensure consistent follow-up with borrowers and manage workflow effectively.
• Scheduling and Reminders: Assist Loan Officers by scheduling their appointments and tasks.
• Send reminders to ensure all meetings, deadlines, and tasks are met on time.
• Technology Utilization: Demonstrate proficiency with technology tools, including Microsoft Office Suite, loan origination systems (LOS), and ChatGPT, to streamline communication, enhance productivity, and improve efficiency.
• Receptionist: Coverage for the front desk as needed.
• Other duties as assigned.

Qualifications:

• Language Skills: Bilingual proficiency (English and Spanish).
• Experience: Prior experience in the mortgage or real estate industry is a plus.
• Technical Skills:
  • Fluency with modern technology, including ChatGPT and other AI tools, to enhance workflow and communication.
  • Familiarity with loan origination systems (LOS) and proficiency in Microsoft Office Suite.
• Communication: Excellent verbal and written communication skills.
• Customer Service: Ability to build rapport with clients and maintain professionalism under pressure.
• Detail-Oriented: Strong attention to detail and ability to manage multiple priorities.
• Team Player: Ability to collaborate effectively with loan officers, agents, and clients.

Work Environment:

• In Office (Tucson, AZ)

Physical Demands:

• Dexterity of hands to operate a computer keyboard.
• Reaching overhead above the shoulders and horizontally bending at the waist, climbing, kneeling, and stooping for installation of hardware and more.
• Hearing and speaking to communicate and provide information to others.
• Prolonged periods sitting at a desk and working on a computer.