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Sales Assistant at The Loan Store

Plano, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Oct, 26

Salary

0.0

Posted On

10 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Mortgage Sales, Mortgage Operations, Relationship Management, Loan Structuring, Loan Pricing, Partner Onboarding, Problem Solving, Customer Focus, Communication Skills, Organizational Skills

Industry

Financial Services

Description

Job Title: Sales Assistant Overview: We are seeking a highly communicative and solutions-oriented professional to support and grow our partner network. This role blends elements of mortgage sales and operations, requiring both relationship management and technical expertise to ensure a seamless loan process from submission through funding. Key Responsibilities: * Onboard new partners to the TLS platform, providing hands-on training on pricing, loan structuring, and submission processes. * Serve as a primary point of contact for partners throughout the loan lifecycle, ensuring a smooth and efficient experience from initial submission to final funding. * Utilize product guidelines and lending knowledge to evaluate loan scenarios and provide accurate, timely guidance to partners. * Collaborate closely with Account Executives to develop and strengthen partner relationships, supporting business growth initiatives. * Maintain proactive and consistent communication with loan officers, including phone-based problem solving and scenario discussions. * Troubleshoot challenges and identify solutions quickly to keep loans progressing and partners satisfied. Qualifications: * Background in mortgage sales, operations, or a hybrid of both. * Strong understanding of loan products, guidelines, and the mortgage process. * Excellent communication skills with a willingness to engage partners via phone and email regularly. * Ability to manage multiple priorities in a fast-paced environment. * Strong problem-solving skills and a customer-focused mindset. * Experience working with third-party originators or broker partners is a plus. Preferred Skills: * Familiarity with loan pricing engines and submission platforms. * Relationship-building mindset with a focus on partner success and retention. * Detail-oriented with strong organizational skills.

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Responsibilities

Support and grow the partner network by onboarding new partners to the TLS platform and providing training on loan processes. Serve as the primary contact for partners to ensure a seamless loan lifecycle from submission to funding.