Sales Support Assistant

Job Summary

Providing comprehensive administrative and operational support, the fully remote Sales Support Assistant will manage client communications, facilitate loan submissions, and assist the sales team in soliciting new clients while ensuring accurate data entry and tracking of loan progress.

Key responsibilities

• Manage incoming loan submissions and ensure accurate data entry into loan origination systems
• Schedule and conduct appointment presentations for prospective and existing clients
• Track pipeline activity and coordinate with operations to ensure timely loan processing

Required qualifications

• 1-3 years of experience in a sales support, sales, mortgage, or financial services role preferred
• Knowledge of Non-QM lending products is a plus but not required
• Familiarity with CRM platforms such as HubSpot is a plus
• Proficient in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint)
• Strong organizational and time management skills with the ability to prioritize and multitask