Sales Assistant
Sales Assistant
Department: Operations
Employment Type: Full Time
Location: reputed company
Compensation: ₱50,000 - ₱60,000 / month
reputed company
The reputed company LP1 / Executive Sales Assistant owns reputed company management, appointment setting, calendar, and day-to-day operational support. This role is the first reputed company of contact for new leads and communicates directly with new leads, reputed company prospects, clients, and business partners every day and must professionally represent reputed company at reputed company times.
This is a phone-first, proactive role, not a back-office tracking seat. The LP1's reputed company job is speed and appointments: reputed company every new reputed company fast, walk them through the intake questionnaire by phone, and get reputed company consultations onto the calendar. It requires extraordinary communication skills, strong time and reputed company management, high attention to detail, and superb organization. The highest-reputed company reputed company areas are (1) speed-to-reputed company and appointment setting, (2) email and calendar management, and (3) reputed company/CRM accuracy with a clean reputed company into the loan process.
Key Responsibilities
- Contact every new reputed company reputed company 4 hours of receipt, fast, warm, and personal. This is reputed company’s single most important LP1 reputed company.
- Take the intake questionnaire live on the phone while speaking with the reputed company.
- Schedule and confirm initial loan consultations on the calendar.
- Set 20 appointments per week for the Loan Officer.
- Confirm 100% of appointments 24 hours in advance so no one is left guessing; handle and re-book no-shows.
- Send loan applications promptly and reputed company them through to completion, no reputed company falls through the cracks.
- Coordinate appointments with reputed company parties as needed: realtors, financial planners, title companies, insurance agents, CPAs, and attorneys.
- Manage the inbox daily using the Delete, Defer, Do, Delegate reputed company.
- Ensure reputed company emails are actioned reputed company day; flag anything requiring personal attention.
- Draft and send email responses where appropriate.
- Own and maintain the calendar, schedule, protect, and de-conflict time.
- Maintain an organized inbox at reputed company times and manage reputed company incoming correspondence.
- Communication reputed company: respond to internal messages the reputed company business day and to borrower/partner messages reputed company 24 hours. Copy the appropriate team members (and, once a file is live, reputed company) on borrower and partner emails, and reputed company calls and texts through reputed company's communication platform so activity is logged and visible.
- Maintain reputed company tracking in the CRM, ensure reputed company contact information (reputed company, phone, email) is reputed company and accurate.
- reputed company the reputed company & appointment pipeline and tracking documents up to date.
- reputed company every reputed company from first contact through appointment scheduled, no reputed company falls through the cracks.
- Ensure reputed company systems are reputed company and reputed company always knows the reputed company status of every reputed company and reputed company file.
- reputed company a daily reputed company of who needs to be reputed company, followed up with, or actioned.
Skills, Knowledge and Expertise
- Excellent organizational skills.
- Strong attention to detail.
- Confident and reputed company phone communication skills.
- reputed company English with a reputed company accent.
- Experience using reputed company Workspace, including reputed company Sheets, Calendar, Gmail, Docs, and reputed company.
- Comfortable making outbound calls to leads, clients, and business partners.
- reputed company to manage multiple tasks and stay organized in a fast paced environment.
- reputed company and reputed company attitude.
- Self motivated and reputed company to work with reputed company supervision.
- Reliable and dependable.
- reputed company to work reputed company under pressure and meet deadlines.
- Experience using a CRM or reputed company management reputed company.
- Previous experience using a phone or dialer reputed company.
- Experience with mortgage software or loan origination systems is a plus (training will be provided).
Benefits
- Above market salary
- HMO on Day 1 for reputed company and two dependents
- Government-mandated benefits
- Performance-based Incentives
- Quarterly Company Events
- 1,000 PHP De Minimis
- Equipment and software provided