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Champions Funding LLC · 1 day ago

Sales Assistant

Gilbert, AZ

Full-time

Onsite

Entry Level

1+ years exp

Champions Funding LLC is seeking a Sales Assistant to provide administrative and operational support to their sales team. The role involves soliciting new clients, managing loan submissions, and assisting in the preparation of marketing materials while ensuring effective communication with clients and team members.

CommunitiesFinancial ServicesLendingTraining

Responsibilities

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

Qualification

Sales support experienceCRM platformsMicrosoft Office SuiteOrganizational skillsCommunication skillsCustomer service orientationMultitaskingNon-QM lending knowledgeAttention to detailTime managementTeam playerFast-paced environment

Required

1–3 years of experience in a sales support, sales, mortgage, or financial services role preferred

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

Proficient in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint)

Self-motivated team player with a strong attention to detail and customer service orientation

Preferred

Knowledge of Non-QM lending products is a plus but not required

Familiarity with CRM platforms such as HubSpot is a plus

Company

Champions Funding LLC

NMLS ID #2254210 (www.nmlsconsumeraccess.org) At Champions Funding LLC, we Non-QM all day, every day! In fact, it's our core business and we live to serve the underserved.

Founded in 2021

Gilbert, Arizona, USA

201-500 employees