Jr. Sales Support Specialist

 

The Sales Support Specialist I provides support to the Direct to Consumer (DTC) Call Center staff through a variety of day-to-day activities. Sales Support Team is mainly responsible for providing guidance and support to sales in respect to applications with compliance issues and failing compliance. The Jr Sales Support Specialist will provide guidance and support to sales with processing applications in compliance with Policies and Procedures and general workflow issues.

Duties and Responsibilities

• Field inquiries from Sales related to failures identified by Compliance Check.
• Manage, support and guide sales with any Compliance issues to ensure applications are disclosed and/or re-disclosed in timely fashion.
• Assist sales team members with submissions to Underwriting.
• Assist Sales Support, Business Operations and Compliance in identifying Policy and Procedure gaps.
• Conduct testing of new systems and processes.
• Provide support to the DTC Sales Call Center through project focused responsibilities and other related duties as assigned by supervisor.
• Responsible for end-to-end assessments that identify operational and regulatory risks in addition to operational process gaps.
• Assists in developing and maintaining Process, Policy and Procedures related to Sales Support functions.
• Performs related duties as assigned by management.

Qualifications and Education Requirements

• High School Diploma or equivalent required.
• 1-2 years previous work experience in Mortgage industry sales, processing, or underwriting.
• Nationwide Multistate Licensing System (NMLS) license required.

Skills, Abilities, and Knowledge

• Basic computer and Microsoft Office skills.
• Ability to work independently with minimal supervision.
• Ability to multi-task and adapt quickly to change.
• Excellent oral, written, listening, and organizational skills.
• Detail-oriented with efficient focus on work activities.
• Strong sense of responsibility for completing work quickly and accurately.
• Ability to handle faster-than-average pace of activities
• Careful decision-making skill with ability to avoid mistakes.
• Must work well in a team environment and as an individual contributor.
• Must demonstrate careful decision-making skills.
• Energetic and inquisitive, quick learner takes initiative.
• Ability to communicate effectively, both written and verbal.
• Fluent in Microsoft Office - Excel, Word & PowerPoint.
• Ability to influence others and work effectively in a cross-functional matrix environment.

Additional Information

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.

By applying to this position candidate acknowledges that this is not a remote role and is required to be on-site.