Sales Assistant in Plano, Texas at The Loan Store, Inc.

Job Title: Sales Assistant

Overview:
We are seeking a highly communicative and solutions-oriented professional to support and grow our partner network. This role blends elements of mortgage sales and operations, requiring both relationship management and technical expertise to ensure a seamless loan process from submission through funding.

Key Responsibilities:

• Onboard new partners to the TLS platform, providing hands-on training on pricing, loan structuring, and submission processes.

• Serve as a primary point of contact for partners throughout the loan lifecycle, ensuring a smooth and efficient experience from initial submission to final funding.

• Utilize product guidelines and lending knowledge to evaluate loan scenarios and provide accurate, timely guidance to partners.
• Collaborate closely with Account Executives to develop and strengthen partner relationships, supporting business growth initiatives.
• Maintain proactive and consistent communication with loan officers, including phone-based problem solving and scenario discussions.
• Troubleshoot challenges and identify solutions quickly to keep loans progressing and partners satisfied.

Qualifications:

• Background in mortgage sales, operations, or a hybrid of both.
• Strong understanding of loan products, guidelines, and the mortgage process.
• Excellent communication skills with a willingness to engage partners via phone and email regularly.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong problem-solving skills and a customer-focused mindset.
• Experience working with third-party originators or broker partners is a plus.

Preferred Skills:

• Familiarity with loan pricing engines and submission platforms.
• Relationship-building mindset with a focus on partner success and retention.
• Detail-oriented with strong organizational skills.