What are the responsibilities and job description for the Sales Assistant position at Rate?
Company Description
Rate is a leading mortgage and finance firm known for its quick and efficient approval process, completing approvals in as little as one day. Operating nationwide with licensing across multiple states, Rate is committed to providing exceptional mortgage solutions. The company maintains a strong presence in the regulatory requirements of the industry, ensuring compliance and trustworthiness. With a customer-first approach, Rate helps individuals and families navigate their financial journey with confidence.
Role Description
This is a full-time, on-site role for a Sales Assistant located in Bozeman, MT. The Sales Assistant will support the sales team by providing exceptional customer service, handling inquiries, and assisting with client communications. Day-to-day responsibilities include building strong client relationships, tracking sales activities, maintaining organized records, and contributing to the overall success of sales operations. Collaboration with team members and proactive problem-solving are key aspects of the role.
Qualifications
- Strong Interpersonal Skills and Customer Service abilities
- Effective Communication and Sales expertise
- Excellent Organization Skills and attention to detail
- Ability to thrive in a fast-paced environment and manage multiple priorities
- Proficiency with relevant software and tools (e.g., CRM systems) is a plus
- Previous experience in sales support, customer service, or administrative roles is advantageous