Sales Assistant

Job description

Description: •Solicit new prospective clients and target new prospects. - Provide administrative and operational support to the sales team, including Account Executives and Sales Leaders. - 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...