Assist with individual email outreach efforts, supporting the sales team's engagement with prospects through tools like Outreach and marketing email campaigns.
Manage post-closing tasks, including sending instructions, surveying client satisfaction, and maintaining positive client relationships.
Help generate lead lists, assign territories, and assist in contacting and nurturing leads.
Assist Loan Officers in pre-qualifying loan submissions by gathering and reviewing necessary client information.
Aid in the creation of lending offers in the Vontive portal, assist with securing credit policy exceptions, and participate in reviewing offers with clients.
Support Loan Officers by tracking borrower tasks, following up with clients to complete required documentation, and managing the loan submission process to underwriting.
Assist in resolving issues that arise during the underwriting process, ensuring smooth progress toward loan approval.

Bachelor’s degree in Business, Finance, or related field preferred.
2+ years of experience in a sales support, credit analysis, or marketing role, preferably within the lending or financial services industry.
Strong organizational and multitasking skills, with attention to detail.
Excellent communication and interpersonal skills.
Ability to collaborate across teams, including sales, marketing, and underwriting.
Ability to work in a fast-paced environment and meet tight deadlines.

Sales Support Associate

Key skills