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Sales Assistant
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Champions Funding LLC
Huntingtn Sta, NY (In Person)
Full-Time
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Job 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.
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