Sales Support Specialist jobs in United States
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U.S. Bank · 12 hours ago

Sales Support Specialist

U.S. Bank is committed to helping customers and businesses make better financial decisions. The Sales Support Specialist assists the sales team by preparing customer accounts, gathering sales information, and addressing customer inquiries positively.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Assists the sales team by preparing and processing customer accounts, gathering and reviewing sales information, collaborating with other employees and listening to customers’ needs
Addresses customer inquiries with a positive attitude
Review, onboarding and ongoing support of our Correspondent lenders by following established procedures
Reviewing new application packages, communication with our sales team, lenders and Housing Finance Authorities, obtain missing documentation, update our client management system to onboard new lenders, organize files and perform review of annual recertifications
Respond to questions from our lenders, HFA partners, internal staff and our sales team in our shared mailbox
Review monitoring actions against our lender base and follow procedure for collecting information
Build good rapport with sales staff, take ownership and actively build credibility and trust
Offer support to other colleagues where necessary
Participate in completing miscellaneous departmental projects as necessary

Qualification

Mortgage experienceCustomer service skillsMicrosoft Office proficiencyData interpretationTask managementInterpersonal skillsVerbal communicationWritten communication

Required

High school diploma or equivalent
Typically four to five years of clerical experience

Preferred

Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
Ability to manage multiple tasks/projects and deadlines simultaneously
Ability to identify and resolve exceptions and to interpret data
Proven customer service/relations skills
Effective interpersonal, verbal and written communication skills
Minimum 4 years mortgage experience, processing or Correspondent Lending lender approval experience

Benefits

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Company

U.S. Bank

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At U.S.

Funding

Current Stage
Public Company
Total Funding
$991M
Key Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO

Leadership Team

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John C Stern
CFO
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Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
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Company data provided by crunchbase