Sales Assistant, Mortgage (80695)

Bank Of Oklahoma•Oklahoma City, OK

About The Position

The Sales Assistant performs vital functions that allow the Loan Originator to focus on customer relationships and customer retention. Sales Assistant must play an integral part in increasing the Loan Originator's volume. Must successfully use creative marketing and sales practices to create new business. Assist Loan Originator in building relationships with referral partners and jointly making calls and attending Realtor functions with the Loan Originator. Sales Assistant must remain current on product knowledge and underwriting guidelines. Use existing systems and technology according to Loan Originator Business Plan and company values. Sales Assistant must always remain a part of the Loan Originator Team.

Requirements

This level of knowledge is normally acquired through completion of Associate's Degree or 1 year general office experience.
Thorough working knowledge of: file maintenance, English grammar, appropriate standards regarding letters, memorandums, composition, and proper telephone etiquette.
Good PC and software application skills.
Good interpersonal, verbal and written communication skills.
Ability to handle multiple tasks in a competent and professional matter.
NMLS required.

Responsibilities

Communicate across all levels and have contact with clients, internally and externally as well as talk to realtors, processors, closers, sales leaders, and more.
Combine all the missing pieces of the puzzle and keep everyone informed on the loan file and what happens next.
Be the second point of contact and respond to client questions and concerns when the loan officer is not available.
Input loans, request docs, reconcile and step in at any point prior to the loan going to underwriting.
Use multiple systems to access information in a very structured way.
Use your marketing savvy to help the Loan Officer/s grow and strengthen their business. You may educate prospects on social media or drop off marketing materials for realtors.

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