Outside Sales

• Communicate and assist Team Loan Officers (LO)
• Correspondence with borrowers
• Assisting with Proposals/Applications as needed and keeping the LO informed
• Track Application
• Collect trailing documentation
• Submission to Operations
• Assist Ops as needed in order to ensure a high level of customer service
• Business Development
• Facilitating the incorporation of various referral partners to increase sales
• Arrange and coordinate local meetings and events
• Facilitate in maintaining databases of clients and/or referral partners via SalesForce
• Assisting Sales Leader(s) in various aspects
• Support Sales Leader (s) in various aspects as necessary
• Answer and Respond to phone calls, communicate messages and information to the Leader
• Attend/Assist in LO Business Planning
• Prioritize items as necessary
• Arrange and coordinate meetings and events

Sales Coordinator – National Field Sales

Director of Field Sales

Territory Sales Manager

Outside Sales Specialist

Field Sales Specialist

IA Territory Sales Manager – Insurance Experience Required