Homeoffice Sales Support Specialist bei Current Openings

Job Overview

We are seeking a dedicated and detail-oriented Sales Support Specialist to join our dynamic Sales Support team. As a Sales Support Specialist, you will work closely with our loan officers and operations team members throughout the mortgage loan process, ensuring a smooth and efficient experience for our internal team members, their clients and referral partners. You will play a pivotal role in providing training & support to deliver solutions that lead to successful loan originations and a five-star experience.

Key Responsibilities

• Manage and resolve support requests through the FreshDesk ticketing system.
• Respond promptly to Live Chat and Hotline inquiries and provide accurate, timely assistance.
• Collaborate with Sales and Operations teams to address loan file setup, qualification, and guideline questions.
• Develop proficiency in RWM’s internal workflows and loan processes.
• Learn and understand basic guidelines for Conventional, FHA, VA, USDA & nonQM loan programs.
• Assist with reviewing loan applications for completeness and compliance with company policies for correspondent and brokered loan transactions.
• Actively participate in team trainings, meetings, and monthly Sales & Operations sessions to stay informed on internal processes and external products.

Qualifications

• 1+ year experience in a support role for a Mortgage Lender
• Strong organizational and multitasking abilities
• Excellent communication and customer service skills over the phone, email & Microsoft Teams Chats
• Proficiency in MS Office

Desired, but not required:

• Encompass loan origination software experience
• Canva, Mortgage Coach, Total Expert or SimpleNexus (nCino) experience
• Support ticketing experience (Salesforce, Zendesk, FreshDesk etc.)
• Comfortable hosting/leading internal trainings including screensharing, system walkthroughs and job aide creation