Mortgage Sales Assistant
4 weeks ago
About Guaranteed Rate Companies:
We are a leader in mortgage lending and digital financial services, with a strong presence in the US market. Our team is dedicated to providing exceptional customer service and innovative solutions to our clients.
What's the Role?
We are seeking a highly motivated and organized Licensed Sales Assistant to join our team. The primary function of this role is to support and manage client engagement activities, including partner development.
Key Responsibilities:
- Maintain positive relationships with real estate agents and clients
- Enter accurate data into our system
- Assist with providing commitment and pre-approval letters
- Create and email new listings and open house flyers to agents daily
- Score files through our automated underwriting system
- Enter and maintain client contacts
- Work with our marketing team on lead generation materials and flyers
- Provide general administrative support to the team
- Provide marketing reports as needed
- Promptly return calls from borrowers and real estate agents
- Keep the team organized and on track
- Order appraisal and title work on all files; prepare files for processing
- Assist other team members to ensure loans close on time
- Maintain office newsletters and distribute to the office
- Maintain calendars
- Provide exceptional customer service to sales associates and borrowers
- Stay up-to-date on licensing requirements and continuing education classes
- Interview borrowers over the phone, take loan applications, and schedule borrowers to meet
- Support Loan Officers with new and past clients to lock loans and increase monthly production
- Understand loan pricing and general mortgage guidelines to quote rates and prepare necessary documentation
Requirements:
- 2+ years of mortgage experience preferred
- Exceptional communication skills - both written and verbal
- Knowledge of Microsoft Outlook, Work, and Excel
- Familiarity with social media
- Positive outlook and proactive attitude working in a complex and regulated environment
- NMLS preferred
Guaranteed Rate is an Equal Opportunity Employer that welcomes and encourages all applicants to apply.
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