Sales Assistant
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What you'll do
- Sorting/splitting/labeling docs when a file is submitted
- Communicate with broker to collect necessary documents and agreements
- Income calculation, complete Income workbook
- Communicate with internal parties to complete processes necessary to help the files through the process
- Follow up on eConsent/eSign/Intent to Proceed (ITP)
- Lending tech logins
- Update Encompass contacts/new CRM
Nice to have
- 1 year of mortgage or lending experience preferred
- 1 year of sales experience preferred
- Will train the right candidate
- Bilingual fluency in Spanish and English is a bonus
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
First National Bank of America is seeking an engaging Sales Assistant to assist the Account Executive(s) with getting a new mortgage file set up and ready for processing. The ability to do this accurately and efficiently is important to the processing of the file from start to finish so that the loan closes on time. Leads and resources are provided for this role.
Responsibilities:
- Sorting/splitting/labeling docs when a file is submitted
- Communicate with broker to collect necessary documents and agreements
- Income calculation, complete Income workbook
- Communicate with internal parties to complete processes necessary to help the files through the process
- Follow up on eConsent/eSign/Intent to Proceed (ITP)
- Lending tech logins
- Update Encompass contacts/new CRM
Qualifications:
- 1 year of mortgage or lending experience preferred
- 1 year of sales experience preferred
- Will train the right candidate
- Bilingual fluency in Spanish and English is a bonus
Employee benefits
- Medical – Multiple plans to choose from including HSA and traditional. Premiums as low as $0.00
- Dental – Premiums as low as $0.00
- Vision – Low premium Plan
- Discounted childcare
- Pet Insurance
- Paid Time Off (PTO)
- 401k with employer match
- Adjustable desks that can be raised or lowered to sit or stand
At First National Bank of America, we are looking for exceptional individuals with a "servant's heart" or a natural humility that recognizes the importance of prioritizing others' needs. We celebrate and acknowledge efforts that exceed expectations, whether it's delivering added value to customers or supporting colleagues. Just as interest compounds over time, the little things we do can make a substantial difference.
First National Bank of America recognizes that the quality of our people is the foundation for our success. Attracting exceptional individuals who value a challenging work environment that rewards the contributions of its people is the cornerstone of our hiring philosophy.
Note: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties, and skills required for this job.
First National Bank of America uses E-Verify to confirm employment eligibility as per E-Verify guidelines.
First National Bank of America is an Equal Opportunity Employer.
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Company
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