Description

About the Company:

Our client, a leading mortgage consulting firm in San Diego, CA, is looking for a driven and detail-oriented Sales Support Specialist to join their growing team. This position offers an exciting opportunity to transition into a Loan Officer role within 6-12 months, with comprehensive training and support to help you succeed in the mortgage industry.

Job Description:

As a Sales Support Specialist, you will play a key role in assisting the sales team and ensuring smooth operations throughout the mortgage loan process. This role will allow you to interact with clients, provide exceptional customer service, and support Loan Officers with sales-related administrative tasks. You will be trained to eventually take on the responsibilities of a Loan Officer as you grow in the role.

Key Responsibilities:

• Provide sales support to Loan Officers by managing client communications, answering questions, and addressing inquiries.

• Assist in preparing loan applications, gathering documentation, and ensuring accuracy in customer files.

• Maintain client relationships through follow-up, ensuring a seamless experience from inquiry to loan closing.

• Educate clients on mortgage products, services, and processes.

• Collaborate with the sales team to meet performance goals and ensure customer satisfaction.

• Stay updated on mortgage industry trends and product knowledge.

• Participate in ongoing training to develop into a Loan Officer within 6-12 months.

  Requirements

Requirements:

• Bachelor's degree or equivalent work experience preferred.

• Strong interest in sales and the mortgage industry, with a desire to grow into a Loan Officer role.

• Excellent communication, customer service, and problem-solving skills.

• Highly organized with attention to detail and the ability to manage multiple tasks.

• Ability to thrive in a fast-paced, sales-driven environment.

• Proficient in Microsoft Office (Word, Excel, Outlook).

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .