Sales Assistant

. Serve as the first point of contact for inbound purchase and refinance leads .

Posted 5/6/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $24 - $32 per hourWebsite

Key responsibilities & impact

Serve as the first point of contact for inbound purchase and refinance leads
Prioritize timely follow-up to ensure prompt engagement, application progression, and completion of required documentation
Manage inbound communication across phone, text, email, and CRM queues
Conduct structured intake calls to assess borrower goals, timing, readiness, and next steps
Capture comprehensive intake information aligned with borrower objectives and Realtor expectations
Assist clients in initiating and completing the loan application under Loan Officer supervision, ensuring accuracy and completeness
Drive lead conversion through disciplined follow-up and intake standards

What you’ll need

High School Diploma or equivalent
Experience in sales support or customer service, preferred
Familiarity with the mortgage process and required documentation, preferred
Skilled in communicating effectively by phone with clients and Realtors
Skilled in managing time-sensitive tasks, multiple active files, and competing priorities while maintaining accuracy and attention to detail
Excellent organizational and time management skills
Excellent communication skills

Comp & perks

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

communicationorganizational skillstime managementattention to detail

Certifications

High School Diploma