Sales Assistant, Spanish-Speaking

Role Overview

• Assist in lead generation and manage lead contact information, including adding and organizing contacts in CRM systems.
• Manage calendar and scheduling, including appointments and follow-ups.
• Conduct cold and warm calls to realtors for business partnerships and recruitment of new loan officers.
• Respond to client, realtor, and partner messages via email, text, and social media channels.
• Create and post marketing materials, including flyers, presentations, and other promotional content.
• Update and maintain lead/contact tracker lists.
• Upload and organize client documents in company systems such as Encompass.
• Send and follow up on LinkedIn invitations and professional outreach.
• Support basic content creation, including content calendars, graphics, and forms.

Requirements

• Fluent in Spanish and English, with strong communication skills.
• Experience with CRM management, data entry, and scheduling.
• Basic knowledge of social media management and marketing content creation.
• Organized, detail-oriented, and able to manage multiple tasks efficiently.
• Comfortable making calls and following up with clients and partners.

Preferred Tools:

• LO One or similar loan officer management systems
• Encompass or other document management platforms
• Social media tools such as Meta Business Suite, Canva, Buffer, Metricool

Benefits

• Above market salary
• HMO on Day 1 for principal and two dependents
• Government-mandated benefits
• Performance-based Incentives
• Quarterly Company Events
• 1,000 PHP De Minimis
• Equipment and software provided