Sales Support Admin
About The Position
Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Sales Support Admin. to join our growing team. This role involves supporting the sales team with administrative tasks in regard to new loan production, client outreach, and daily activities to allow the loan officers to focus on dealer relationships and strengthen ties with their borrowers. Additional activities include handling inbound call overflow, addressing client update requests when loan officers are on vacation, and various reporting needs for management.
Requirements
- 2 years of mortgage processing experience
- Strong attention to detail
- Ability to work independently and part of a sales team
- Knowledge of Encompass Loan Origination System
- Knowledge of Composer Phone System
- Bi-lingual (Spanish preferred)
Responsibilities
- Handle administrative tasks for Loan Officers on vacation or out sick
- Client outreach along with inbound call overflow and email assistance with expiring locks
- Manage administrative reporting needs from expiring locks, rejected COFs, loans needing additional outbound calls by LO, compiling notes from various meetings and assist with post meeting activities
- Assist Loan Officers with various administrative tasks and scheduling needs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
