Sales Support Partner

Evergreen Home Loans NMLS 3182

143d•Hybrid

About The Position

We're searching for some really great people who enjoy customers as much as we do. Named as one of Puget Sound Business Journal’s Best Places to Work three years running, 2021, 2022 and 2023. We are a certified Great Place to Work™ and were named a Best Workplace in Financial Services and Insurance in 2021 and 2022. Wow happens every day at Evergreen. Our vision is centered on changing the world one relationship at a time. We're looking to add people who feel the same way we do about our customers, our associates and the work we do. In return, you'll be part of a growing, contemporary company that rewards creative thinking and believes in helping you get to where you want to be. You'll also enjoy a healthy salary, a comprehensive benefits package and an attractive 401K plan to help you grow along with us! The Sales Support Partner is a hybrid support role that helps Sales focused associates navigate systems, workflows, and day-to-day production needs. The role has two significant components: first, acting as a hands-on guide for new Loan Officers during their first 90–120 days. Second, they will support the field by being a reliable resource for existing Loan Officers to answer quick questions, reinforce training, identifying workflow gaps, and providing light production support to keep the field productive and well supported.

Requirements

High School Diploma or equivalent
Must have current Mortgage Loan Originator (MLO) license through the NMLS required per the S.A.F.E. Act of 2008.
Minimum of three years’ experience as a Loan Officer or Loan Officer Assistant
Familiarity with Encompass, Total Expert, nCino, Mortgage Coach, BombBomb.
Demonstrated success in juggling competing priorities and deadlines.
Exercise good judgment and strong character, motivated, hard working.
Ability to work well with fellow associates, clients and vendors.
Good communication skills. Neat, clean, healthy work habits.

Responsibilities

Serve as the primary point of contact for new production staff during their onboarding and early production.
Guide Loan Officers through systems, workflows, and daily expectations including LOS navigation, CRM basics, ticketing, and internal communication channels.
Reinforce training content by answering follow-up questions and translating concepts into practical application.
Direct new Loan Officers to the appropriate departments to resolve issues and avoid delays or silos.
Track common questions, identify gaps in onboarding, and communicate feedback to Production Support and Training.
Support both initial and ongoing adoption of all sales technologies, workflows, and tools through coaching and reinforcement.
Assist with generating and updating relevant job aids, how-to guides, and internal learning tools.
Act as an admin for our CRM and POS platforms
Provide light production coverage for branches when an LOA or Production Support associate is out.
Support onboarding and offboarding of users within Production Support systems when necessary, ensuring accurate data integrity.
When needed: assist on projects related to the selection, design, testing, and rollout of new software or workflow updates.
Help facilitate workflow discussions, testing cycles, launch readiness, and early-stage feedback loops.
Monitor workflow efficiency and identify opportunities to decrease turn times, improve data quality, and reduce friction for the field.
Partner cross-functionally with Operations, Training, Secondary, IT, and Compliance to resolve incidents end-to-end, including research, testing, and follow-through.
Stay current on mortgage industry trends, guidelines, and best practices.
Other duties as assigned.