Sales Assistant Professional

3 weeks ago


Tucson, Arizona, United States V.I.P. Mortgage Inc. Full time
Job Title: Sales Assistant

We are seeking a highly organized and proactive Sales Assistant to support our dynamic loan officers in ensuring smooth loan processing, maintaining high customer satisfaction, and enhancing the overall efficiency of our team.

This role is essential in supporting two bilingual loan officers on our Azares/Miranda/Toledo team. The ideal candidate will be detail-oriented, customer-focused, and tech-savvy, comfortable managing multiple tasks in a fast-paced environment.

Key Responsibilities:

  1. Income Analysis: Work up borrower income calculations to ensure accuracy for loan qualification.
  2. File Preparation: Ensure loan applications are complete and accurate, including borrower details, eConsent, and supporting documents.
  3. Document Management: Collect, review, and organize initial and follow-up documents upfront and at CLA to identify and address potential issues early.
  4. Loan Processing: Assist with RESPA compliance when loans are under contract and help process refinances by working up numbers.
  5. 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.

Qualifications:

  • Language Skills: Bilingual proficiency (English and Spanish).
  • Experience: Prior experience in the mortgage or real estate industry is a plus.
  • Technical Skills:
    • Familiarity with modern technology, including ChatGPT and other AI tools, to enhance workflow and communication.
    • Fluency 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.

Benefits:

  • Competitive hourly wage ($25-$30 per hour) with performance incentives.
  • Opportunities for professional growth and development.
  • Flexible work environment with the potential for hybrid/remote options.


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