SR. SALES ASSISTANT

Job Summary

The Senior Sales Assistant provides high-level support to assigned Account Executives by managing the loan process from submission through closing and serving as a key liaison to broker partners. This role delivers concierge-level experience to new and existing broker relationships through proactive communication, welcome and engagement calls, and expert guidance on loan products. The Sr. Sales Assistant helps structure and re-structure loans, manages loan pipeline, and acts as a trusted partner to ensure smooth operations and enhanced production.

Job Duties

• Serves as the primary point of contact for assigned Account Executives, supporting all aspects of the sales and loan process.
• Conduct welcome calls with new brokers to introduce company resources, products, and processes.
• Perform engagement and re-engagement calls to strengthen long-term partnerships and activate dormant accounts.
• Run DU findings and assist Account Executives in structuring and restructuring loans.
• Manage the active loan pipeline from submission through closing, ensuring timely and accurate processing of all loan files.
• Maintain expert-level knowledge of loan product offerings and program guidelines to support brokers and internal teams.
• Provide education and product guidance to brokers to help increase production and improve loan quality.
• Collaborate closely with internal departments including Operations, Underwriting, and Closing to resolve issues and ensure seamless loan flow.
• Foster trust-based relationships with brokers, Account Executives, and internal teams by promoting open communication, collaboration, and shared success.

Competencies

• Customer Service - Understands and maintains client needs and relationships, internal and external, as the primary driver of work goals and activities.
• Positive Attitude - Promotes a constructive and solution-orientated work environment through a consistently positive demeanor.
• Proactive - Identifies potential issues or opportunities early and takes timely, independent action to address them without being prompted.

Work Environment

Minimum Qualifications

• Minimum 3 years of experience in mortgage operations, sales support, or business process management.
• Proficiency with Encompass Loan Origination System (LOS).
• Deep understanding of mortgage loan origination processes, including workflow, compliance, and document management.
• Strong communication skills with the ability to collaborate effectively across departments and roles.
• Demonstrated ability to proactively engage in phone and virtual (Teams) communication to build relationships and manage workflows.
• High emotional intelligence (EQ) with the ability to handle broker and internal partner interactions with professionalism, empathy, and tact.
• Excellent organization skills with strong attention to detail, accuracy, and documentation. 

Preferred Qualifications

• Strong analytical and problem-solving skills with the ability to identify loan structuring opportunities.
• Proven ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Demonstrated success in developing and maintaining long-term client or broker relationships.
• Proficiency in Microsoft Office Suite (Excel, Outlook, Teams) and CRM tools.
• Ability to work independently while maintaining alignment with team and company goals.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate via oral and written communication, such as phone calls, emails, and ticketing systems. The employee frequently is required to stand, walk, use hands and fingers and reach with hands and arms. This role may require long periods of sitting at a desk and working on a computer. The employee may occasionally be asked to pick up and/or move up to 15 pounds.

Duties Disclosure

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time, with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.