Sales Assistant - V.I.P. Mortgage Inc.

Job Summary:

We are seeking a highly organized and proactive Sales Assistant to support two dynamic bilingual loan officers on the Azares/Miranda/Toledo team. The ideal candidate will be detail-oriented, customer-focused, and tech-savvy, comfortable managing multiple tasks in a fast-paced environment. This role is essential in ensuring smooth loan processing, maintaining high customer satisfaction, and enhancing the overall efficiency of our team. You will also play a vital role in keeping the loan officers on track with their appointments and tasks.

Key Responsibilities:

1. Income Analysis: Work up borrower income calculations to ensure accuracy for loan qualification.
2. File Preparation: Ensure loan applications are complete and accurate, including borrower details, eConsent, and supporting documents.
3. Document Management: Collect, review, and organize initial and follow-up documents upfront and at CLA to identify and address potential issues early.
4. Loan Processing: Assist with RESPA compliance when loans are under contract and help process refinances by working up numbers.
5. Client Interaction:

• Meet clients in person as needed for disclosures or eConsent assistance.
• Follow up with pre-qualified borrowers regularly to keep them engaged and informed.

Communication:

• Send timely emails to buyer's agents with pending items for CTC to expedite the process.
• Communicate updates and requests clearly and professionally to all parties involved.

Loan Applications: Take loan applications over the phone and prepare them for the loan officer to finalize pre-qualifications. Credit Repair Assistance: Guide clients through credit repair strategies to improve their loan eligibility. LSU Preparation: Draft and send Loan Status Updates (LSUs) as required. Time Management: Time block specific days to ensure consistent follow-up with borrowers and manage workflow effectively. Scheduling and Reminders:

• Assist Loan Officers by scheduling their appointments and tasks.
• Send reminders to ensure all meetings, deadlines, and tasks are met on time.

Technology Utilization:

• Demonstrate proficiency with technology tools, including Microsoft Office Suite, loan origination systems (LOS), and ChatGPT, to streamline communication, enhance productivity, and improve efficiency.

Qualifications:

• Language Skills: Bilingual proficiency (English and Spanish).
• Experience: Prior experience in the mortgage or real estate industry is a plus.
• Technical Skills:
  • Fluency with modern technology, including ChatGPT and other AI tools, to enhance workflow and communication.
  • Familiarity with loan origination systems (LOS) and proficiency in Microsoft Office Suite.
• Communication: Excellent verbal and written communication skills.
• Customer Service: Ability to build rapport with clients and maintain professionalism under pressure.
• Detail-Oriented: Strong attention to detail and ability to manage multiple priorities.
• Team Player: Ability to collaborate effectively with loan officers, agents, and clients.

Benefits:

• Competitive hourly wage with performance incentives.
• Opportunities for professional growth and development.
• Flexible work environment with the potential for hybrid/remote options.