Sales Assistant - Bilingual

Guaranteed Rate•Waukesha, WI

5d•Onsite

About The Position

The central focus of a Sales Assistant is to support the sales force with a variety of tasks related to increasing their production, efficiency and quality of work. A Sales Assistant's role is divided between 3 important components including 1) Marketing support; 2) Pre-application/post-closing client interaction; and 3) Loan data entry into the operating system, Encompass.

Requirements

Excellent customer service skills and strong work ethic
Exceptional verbal and written communication and listening skills with ability to communicate with multiple levels of management and influence others
Ability to work a fast-paced environment that will require strong organizational skills and analytical acumen
Excellent time-management skills and follow up and follow through with ability to multitask and meet deadlines
Familiarity with mortgage industry and GRA loan processes
Ability to multi-task with strong attention to detail while meeting deadlines in a fast-paced environment
Proficient in Microsoft Office Suite including Outlook, and loan origination system (preferably Encompass)
Ability to thing strategically to solve problems or challenges with loan files

Nice To Haves

Bilingual

Responsibilities

Phone and email support including checking messages, return calls and correspondence, to maintain organized files and work environment
Maintain calendar in scheduling meetings, closings and create calendar invitations and follow up timely with customers and potential borrowers
Ensure application is complete and enter notes into the file for processing as directed
Prepare preapproval letters after qualification by Loan Officer/Vice President, Mortgage Lending
Monitor the loan from application through closing process, maintaining effective communications with customers, referral sources, and loan support staff
Pipeline Inspection: review pipeline to check for challenges and assess daily turn times to minimize lock expirations, missed contingency and scheduled close times
Change/extend loans and request pricing expectations as needed or requested
Update, change or extend investor locks with Commitment Desk as necessary
Track and approve CDs for closings and educate borrowers on process and terms
Obtain and track CDs, check final numbers and call borrowers with dollar amount necessary to close
Database management including coordinating monthly correspondence to borrowers who recently closed a loan
Coordinate with the Marketing Department to create marketing materials for agents
Complete tasks in a timely manner and work amicably with others and the POD
Other duties and responsibilities as assigned

Benefits

eligibility to participate in a company-sponsored 401(k)
vacation benefits
eligibility for medical, dental, vision, and prescription drug benefits
flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts)
life insurance and death benefits
critical care insurance
personal accidental insurance
commuter benefits
pet insurance
certain time off and leave of absence benefits
well-being benefits (e.g., employee assistance program)
other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources)