Sales Assistant (WA)
On-site · Washington, United States
Job Summary
The Sales Assistant supports the Branch Manager and Loan Officers in day-to-day branch operations, ensuring accurate collection of information for each loan, delivering exceptional customer experiences, maintaining and analyzing loan and lead data, handling loan statuses and product shipments, answering calls, and assisting in guiding customers to the most suitable loan products. The role requires familiarity with all products and services offered, strong communication skills across phone, in-person, and email, and the ability to work under general supervision, take on non-routine assignments, and participate in ongoing training to stay proficient in the loan process and obtain an active Loan Officer license.
Required Qualifications
- NMLS license required and must remain in good standing
- Able to communicate via telephone, face to face and email
- Familiar with current laws and practices and supports diversity
- Results driven, works well with others, excels in project management, organized, professional and unbiased
- Knowledge of products and services offered
- Ability to analyze loan information and support loan officers
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