Supports branch managers and loan officers with loan information collection, customer service, loan-status tracking, product discussions, phone and email communication, shipment tracking, and issue resolution. Maintains loan and lead records, learns lending products and processes, and works toward obtaining a Loan Officer license. Requires an active NMLS license in good standing, professionalism, organization, communication skills, and familiarity with applicable laws and practices.
Overview
The Sales Assistant assists the Branch Manager and Loan Officers with the day to day functioning of the branch.
Responsibilities- Works closely with the Loan Officers to ensure all of the appropriate information is taken for each individual loan.
- Ensures an exceptional customer experience.
- Maintains and analyzes all loan and lead information.
- Provides support to Loan Officers by answering phone calls, keeping track of loan statuses, tracking product shipments, and assists in resolving problems.
- Facilitates conversations about the products offered by the Money Store and to assist in determining which product would be best for each individual.
- Required to know all products and services offered.
- Works under general supervision applying diversified procedures and standards.
- Completes non-routine assignments that require a longer timeframe.
- Participates in educational opportunities from Loan Officers, Branch Managers and outside sources to become well-versed in the loan process in order to obtain a Loan Officer License.
- Maintains an open communication style and a professional working environment with coworkers.
- Must be NMLS licensed and NMLS license must remain in good standing
- Able to communicate via the telephone, face to face and email.
- Supports diversity and is familiar with current laws and practices.
- Is results driven, works well with others, excels in project management, is organized, is professional and is unbiased.
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Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
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