Sales Assistant

Guaranteed Rate Affinity
Alexandria, VA
Oct 19, 2019
Oct 23, 2019
Full Time
BackgroundSince beginning his career in the mortgage industry, Rob Clark has grown into one AlexandriaA cents € (TM) s top mortgage originators by offering clients superior access to mortgage products and an unsurpassed level of personalized service. Now heA cents € (TM) s Vice President of Mortgage Lending for Guaranteed Rate Affinity, the leader of a high-performing team based in Alexandria, VA which he is now looking to grow.More specifically, Rob seeking to hire a Sales Assistant that will become an essential member of his mortgage team. This is an entry-level position, full-time position, that will report directly to the Regional Manager.Job DescriptionThe primary function of the Sales Assistant is to support and manage client engagement activities including some aspects of partner development. This position does not require experience in the mortgage industry, but will require an aptitude for the financial industry, and an ability to remain responsive to clients A cents € " even when working within a complicated underwriting process.Keep current on all licensing requirements and continuing education classes throughout year to maintain LO licenseInterview borrowers over the phone, take loan applications and schedule borrowersBack up Originator; work with new and past clients to lock loans & increase monthly productionPricing out loans in OB as needed for clients, quote rates, create Estimates/CCWA cents € (TM) sScore files through AUS - DU & LPCreate file tabs and labels for all filesMaintain positive, professional, helpful, friendly relationships with all real estate agentsEnter complete and accurate data into Encompass & Print Encompass docs including CCWA cents € (TM) s etc. for borrowers to signAssist Team with providing Commitment and Pre-approval LettersCreate and email new listings and open house flyers to agents through rate plug & RAC daily when notifiedSubmit Files to Investor for Bridge Loans a subordinate 2nd mortgagesRegister and Lock all BOND loans with registration, completing and assisting in getting all necessary disclosures/forms to specific Bond programEnter Client data in Contacts into Encompass to initiate follow-up Encompass CampaignsEnter Client data into Outlook for follow-up callsAssist with marketing flyers-open house flyers-create DeanA cents € (TM) s marketing packetsWork with Marketing Dept. on lead generation marketing materials & flyers as requestedOrder all office supplies for team as needed; toner, pre-packs, brochures, etcA cents € |Provide Marketing reports as neededPhoto copy client data as neededA cents € "alt doc: paystubs, W2A cents € (TM) s, tax returns, bank statements, etc. during all appointments, etc..Promptly return calls from borrowers and real estate agentsInterview clients in person & take loan applications, send pre-approval letters, etcA cents € | when Sr. LO is out of officeAssist Team members with misc. tasks as requested-maintaining positive attitudeProfessional dress code requiredA strong commitment to customer service to sales associates and borrowersA cents € "is a must!!Keep team organized; in generalOrder appraisal and title work on all filesMaintain monthly newsletters & distribute to officeMaintain calendarsSend out interest rates to agents daily, post in officeQualifications2+ years of Mortgage and or Real Estate Experience is preferredExceptional communication skills A cents € " both written and verbalKnowledge of Microsoft Outlook, Work, and Excel (required)Encompass is preferredFamiliarity and comfort with social mediaPositive outlook and proactive attitude working around a relatively complex and regulated underwriting processMust have NMLS or be willing to obtain NMLSGuaranteed Rate Affinity is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.A' A'