Sales Assistant

• Provide administrative and operational support to the sales team, including Account Executives and Sales Leaders.

•Solicit new prospective clients and target new prospects.

• Outbound sales solicitation via phone, email and marketing strategies.

• Schedule appointment presentations of our products and services to new and existing clients.
• Manage incoming loan submissions, review for completeness, and ensure accurate data entry into loan origination systems.
• Serve as a point of contact for clients, answering questions and routing inquiries to the appropriate team members.
• Assist in the preparation of presentations, reports, and marketing materials for prospective and existing clients.
• Track pipeline activity and coordinate with operations to ensure loans are progressing through underwriting and closing in a timely manner.
• Maintain up-to-date knowledge of company loan products, eligibility requirements, and pricing tools.
• Collaborate with underwriting, disclosures, and funding teams to resolve documentation or status issues.
• Support the onboarding process for new brokers and correspondents, including gathering necessary documents and setting up access to systems.
• Monitor and update CRM and sales tracking tools with accurate client and loan-level information.
• Participate in team meetings and contribute to process improvements and efficiency initiatives.