Sales Assistant Job at Champions Funding LLC, Gilbert, AZ

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  • Champions Funding LLC
  • Gilbert, AZ

Job Description

Description

  • Provide administrative and operational support to the sales team, including Account Executives and Sales Leaders.
  • Solicit new prospective clients and target new prospects.
  • Outbound sales solicitation via phone, email and marketing strategies.
  • Schedule appointment presentations of our products and services to new and existing clients.
  • Manage incoming loan submissions, review for completeness, and ensure accurate data entry into loan origination systems.
  • Serve as a point of contact for clients, answering questions and routing inquiries to the appropriate team members.
  • Assist in the preparation of presentations, reports, and marketing materials for prospective and existing clients.
  • Track pipeline activity and coordinate with operations to ensure loans are progressing through underwriting and closing in a timely manner.
  • Maintain up-to-date knowledge of company loan products, eligibility requirements, and pricing tools.
  • Collaborate with underwriting, disclosures, and funding teams to resolve documentation or status issues.
  • Support the onboarding process for new brokers and correspondents, including gathering necessary documents and setting up access to systems.
  • Monitor and update CRM and sales tracking tools with accurate client and loan-level information.
  • Participate in team meetings and contribute to process improvements and efficiency initiatives.

Requirements

  • 1–3 years of experience in a sales support, sales, mortgage, or financial services role preferred.
  • Knowledge of Non-QM lending products is a plus but not required.
  • Strong organizational and time management skills with the ability to prioritize and multitask.
  • Excellent communication skills, both written and verbal.
  • Comfortable working in a fast-paced, deadline-driven environment.
  • Familiarity with CRM platforms such as HubSpot is a plus.
  • Proficient in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint).
  • Self-motivated team player with a strong attention to detail and customer service orientation.

Job Tags

Work at office,

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