Sales Assistant

Job Description

Job Description

Job Title: Sales Assistant

Department: Sales

Location: Fairfield Branch

Exceptional company seeking exceptional people!

Full-Time | High-Performance Mortgage Team

We are a fast-growing, high-producing mortgage team looking to hire a Sales Assistant to own the front-end of the loan process. This role is critical to our success. The SA is responsible for converting inbound leads into fully documented, underwriting-ready loan files and issuing strong, accurate pre-approvals.

As a Sales Assistant you will:

• Contact new mortgage leads same day / within 24 hours
• Complete borrower interviews and full 1003 applications
• Pull credit and review income, assets, and liabilities
• Send and follow up on document checklists
• Calculate income (W-2, bonus, OT, self-employed)
• Run AUS (DU/LP) and structure loan programs
• Prepare and issue pre-approval letters
• Maintain communication with borrowers and agents
• Update CRM / LOS accurately

Requirements:

• 1+ year mortgage experience (LOA, Jr. Processor or similar)
• Strong attention to detail
• Ability to work in a fast-paced environment.
• Strong interpersonal skills, with the ability and willingness to provide an abundance of communication and customer service via telephone and email

Why Join Us?

Clear role definition, strong systems, competitive compensation, and long-term growth with a producing team.

About Our Workplace

We are an Equal Opportunity Employer.

Our core philosophy is pretty simple:

• Recruit Selectively. A little effort up front can make all the difference. We search far and wide to find the best recruits from across the nation.
• Reward Excellence. Properly equipped employees are a company’s greatest asset. We always make sure our employees are well supported and properly rewarded.
• Retain Talent. Great talent is hard to find. Once we’ve found it, we make sure we don’t lose it.

We take a lot of pride in the culture we’ve created. Here are a few of the things our employees love most about TMS:

• Work with pros — we hire the best and brightest
• Work around family time with flexible work scheduling
• Score a quick massage on our employee appreciation days
• Dine deliciously and affordably with our subsidized meals in the café at corporate
• Speak up — We encourage every employee to help improve our culture and processes

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Voluntary Life Insurance and Dependent Life Insurance
• Voluntary Long-term disability, Short term disability, Accident, Critical Illness and Indemnity Insurance Plans
• 401(k) plan