Job Overview
The Sales Assistant will provide administrative and professional support in the assigned lending sales team. Ensures that operational transactions are performed quickly and accurately and has a strong impact on the level of customer satisfaction.
Responsibilities include, but are not limited to:
- Assist lenders and management in administrative functions relating to loan clients and portfolio management.
- Data input into Salesforce and nCino for pipeline management and to initiate credit requests, including preparing credit file documents for submission to the centralized credit file.
- Prepare weekly report of delinquent accounts for loan officers. Will prepare, update, and coordinate departmental reports.
- Portfolio management support (e.g., financial statement gathering and submission to the centralized credit file).
- Maintains knowledge of each officer's loan portfolio.
- Customer service support (customer problem resolution, sales support). Answer routine inquiries from customers.
- Follow up on past due payments, overdrafts, and expired lines of credit.
- Process loan payments, draws on lines of credit, payoffs, and credit advances, as necessary.
- Daily administrative duties (phones, office supplies, travel, meetings, mail distribution).
Required Skills:
- Strong interpersonal skills as well as verbal and written communication skills.
- Ability to prioritize and organize assignments.
- Ability to handle multiple tasks simultaneously.
- Intermediate PC skills using Microsoft office applications.
Required Experience:
- High School Diploma or GED and at minimum up to 3 years of related experience.
- Work experience in loan/credit environment preferred.
