Sales Assistant at Champions Funding, LLC

Melville, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Jun, 26

Salary

0.0

Posted On

05 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Administrative Support, Operational Support, Client Solicitation, Outbound Sales, Appointment Scheduling, Loan Submission Management, Data Entry, Loan Origination Systems, Client Communication, Presentation Preparation, Pipeline Tracking, CRM Management, Underwriting Collaboration, Broker Onboarding, Time Management, Attention To Detail

Industry

Financial Services

Description

Description • Provide administrative and operational support to the sales team, including Account Executives and Sales Leaders. •Solicit new prospective clients and target new prospects. • Outbound sales solicitation via phone, email and marketing strategies. • Schedule appointment presentations of our products and services to new and existing clients. • Manage incoming loan submissions, review for completeness, and ensure accurate data entry into loan origination systems. • Serve as a point of contact for clients, answering questions and routing inquiries to the appropriate team members. • Assist in the preparation of presentations, reports, and marketing materials for prospective and existing clients. • Track pipeline activity and coordinate with operations to ensure loans are progressing through underwriting and closing in a timely manner. • Maintain up-to-date knowledge of company loan products, eligibility requirements, and pricing tools. • Collaborate with underwriting, disclosures, and funding teams to resolve documentation or status issues. • Support the onboarding process for new brokers and correspondents, including gathering necessary documents and setting up access to systems. • Monitor and update CRM and sales tracking tools with accurate client and loan-level information. • Participate in team meetings and contribute to process improvements and efficiency initiatives. Requirements • 1–3 years of experience in a sales support, sales, mortgage, or financial services role preferred. • Knowledge of Non-QM lending products is a plus but not required. • Strong organizational and time management skills with the ability to prioritize and multitask. • Excellent communication skills, both written and verbal. • Comfortable working in a fast-paced, deadline-driven environment. • Familiarity with CRM platforms such as HubSpot is a plus. • Proficient in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint). • Self-motivated team player with a strong attention to detail and customer service orientation.

Responsibilities

This role involves providing administrative and operational support to the sales team, including soliciting new prospects through outbound sales efforts via phone, email, and marketing strategies. Key duties also include managing incoming loan submissions, ensuring accurate data entry, and serving as a primary point of contact for clients.