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Job Description
- Req#: 3820110
Employer Industry: Financial Services
Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Supportive and collaborative work environment
- Engage with a diverse range of clients and prospects
- Chance to make a positive impact on sales and client satisfaction
- Participate in innovative process improvements and efficiency initiatives
What to Expect (Job Responsibilities):
- Provide administrative and operational support to the sales team, including Account Executives and Sales Leaders
- Solicit new prospective clients and target new prospects through outbound sales solicitation
- Schedule appointment presentations of products and services to new and existing clients
- Manage incoming loan submissions and ensure accurate data entry into loan origination systems
- Collaborate with underwriting and funding teams to resolve documentation or status issues
What is Required (Qualifications):
- 1-3 years of experience in a sales support, sales, mortgage, or financial services role
- Strong organizational and time management skills with the ability to prioritize and multitask
- Excellent communication skills, both written and verbal
- Comfortable working in a fast-paced, deadline-driven environment
- Proficient in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint)
How to Stand Out (Preferred Qualifications):
- Knowledge of Non-QM lending products
- Familiarity with CRM platforms such as HubSpot
- Self-motivated team player with a strong attention to detail and customer service orientation
#FinancialServices #SalesSupport #CareerOpportunity #ClientSatisfaction #ProcessImprovement
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