Sales Support Specialist

Role Overview

• Review, onboarding and ongoing support of our Correspondent lenders by following established procedures.
• Reviewing new application packages, communication with our sales team, lenders and Housing Finance Authorities.
• Obtain missing documentation, update our client management system to onboard new lenders, organize files and perform review of annual recertifications.
• Respond to questions from our lenders, HFA partners, internal staff and our sales team in our shared mailbox.
• Review monitoring actions against our lender base and follow procedure for collecting information.
• Build good rapport with sales staff, take ownership and actively build credibility and trust.
• Offer support to other colleagues where necessary.
• Participate in completing miscellaneous departmental projects as necessary.

Requirements

• High school diploma or equivalent
• Typically four to five years of clerical experience
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
• Ability to manage multiple tasks/projects and deadlines simultaneously
• Ability to identify and resolve exceptions and to interpret data
• Proven customer service/relations skills
• Effective interpersonal, verbal and written communication skills
• Minimum 4 years mortgage experience, processing or Correspondent Lending lender approval experience.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year