The Correspondent Sales Assistant supports the Regional Vice President (RVP) and the sales team to drive sales growth, strengthen client relationships, and ensure seamless operations.
Requirements
- Serve as a liaison among Sales, Operations, Secondary, Risk, Compliance, Marketing, Accounting, and Correspondent Approval teams to foster effective communication.
- Collaborate with RVPs and Account Executives (AEs) to achieve sales goals and address client needs.
- Manage the RVP’s calendar, including scheduling meetings and coordinating events with clients and at industry conferences.
- Act as the main support for AEs, proactively communicating about deadlines and deliverables.
- Prioritize urgent requests from RVPs/SVPs, ensuring timely completion of tasks.
- Be the primary contact for clients when AEs are unavailable.
- Provide client support via email, phone, and virtual platforms, addressing inquiries about products, pricing, and processes.
- Organize and schedule welcome calls, training sessions, and joint client meetings.
- Oversee onboarding for new clients, ensuring accurate CRM updates and documentation.
- Assist with loan sales and act as a liaison between clients and the secondary desk.
- Research and organize prospect/client data to support business development.
- Track and follow up with training attendees, providing relevant materials.
- Participate in weekly strategy and planning meetings with AEs and RVPs.
- Develop and maintain reports, protocols, and documentation to improve efficiency.
- Build and manage Excel-based databases and forecasting tools to monitor performance goals.
- Prepare meeting materials, agendas, and marketing collateral for client meetings.
- Attend client meetings and participate in calls as needed, including occasional travel.
- Support social media efforts by sharing company and industry content.
- Perform other duties as assigned.
Benefits
- Medical/Dental/Vision
- Paid Time Off and Holidays
- 401(k)
- Life and Pet Insurance
- Employee Friends and Family Loan
- Employee Assistance Program
