Sales Assistant (WA)

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

Qualifications

• 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.