Sales Support Associate

Overview
The Sales Support Professional at Vontive provides essential support to the sales team, enabling them to operate efficiently and effectively. This role is crucial in managing administrative tasks, assisting in client communications, and supporting the overall sales process. You will work closely with Loan Officers, Sales Directors, and other team members to ensure that all operational and client-facing needs are met in a timely manner.

Responsibilities

• Email Outreach Management: Assist with individual email outreach efforts, supporting the sales team's engagement with prospects through tools like Outreach and marketing email campaigns.
• Post-Closing Communications: Manage post-closing tasks, including sending instructions, surveying client satisfaction, and maintaining positive client relationships.
• Lead Prospecting Support: Help generate lead lists, assign territories, and assist in contacting and nurturing leads.
• Client Pre-qualification: Assist Loan Officers in pre-qualifying loan submissions by gathering and reviewing necessary client information.
• Lending Offer Support: Aid in the creation of lending offers in the Vontive portal, assist with securing credit policy exceptions, and participate in reviewing offers with clients.
• Pipeline and Task Management: Support Loan Officers by tracking borrower tasks, following up with clients to complete required documentation, and managing the loan submission process to underwriting.
• Loan Issue Resolution: Assist in resolving issues that arise during the underwriting process, ensuring smooth progress toward loan approval.

Qualifications

• Bachelor's degree in Business, Finance, or related field preferred.
• 2+ years of experience in a sales support, credit analysis, or marketing role, preferably within the lending or financial services industry.
• Strong organizational and multitasking skills, with attention to detail.
• Excellent communication and interpersonal skills.
• Ability to collaborate across teams, including sales, marketing, and underwriting.
• Ability to work in a fast-paced environment and meet tight deadlines.