Sales Assistant

Sales Assistant

Department: Operations

Employment Type: Full Time

Location: Client

Compensation: ₱50,000 - ₱60,000 / month

Description

Key Responsibilities

•  Contact every new lead within 4 hours of receipt, fast, warm, and personal. This is the team’s single most important LP1 standard. 
•  Take the intake questionnaire live on the phone while speaking with the lead. 
•  Schedule and confirm initial loan consultations on the calendar. 
•  Set 20 appointments per week for the Loan Officer. 
•  Confirm 100% of appointments 24 hours in advance so no one is left guessing; handle and re-book no-shows. 
•  Send loan applications promptly and track them through to completion, no lead falls through the cracks. 
•  Coordinate appointments with third parties as needed: realtors, financial planners, title companies, insurance agents, CPAs, and attorneys. 

•  Manage the inbox daily using the Delete, Defer, Do, Delegate framework. 
•  Ensure all emails are actioned same day; flag anything requiring personal attention. 
•  Draft and send email responses where appropriate. 
•  Own and maintain the calendar, schedule, protect, and de-conflict time. 
•  Maintain an organized inbox at all times and manage all incoming correspondence. 
•  Communication standard: respond to internal messages the same business day and to borrower/partner messages within 24 hours. Copy the appropriate team members (and, once a file is live, the team) on borrower and partner emails, and route calls and texts through the team's communication platform so activity is logged and visible. 

•  Maintain lead tracking in the CRM, ensure all contact information (name, phone, email) is current and accurate. 
•  Keep the lead & appointment pipeline and tracking documents up to date. 
•  Track every lead from first contact through appointment scheduled, no lead falls through the cracks. 
•  Ensure all systems are aligned and the team always knows the current status of every lead and active file. 
•  Provide a daily view of who needs to be called, followed up with, or actioned.

Skills, Knowledge and Expertise

• Excellent organizational skills.
• Strong attention to detail. 
• Confident and professional phone communication skills. 
• Clear English with a minimal accent. 
• Experience using Google Workspace, including Google Sheets, Calendar, Gmail, Docs, and Drive. 
• Comfortable making outbound calls to leads, clients, and business partners. 
• Able to manage multiple tasks and stay organized in a fast paced environment.
• Positive and professional attitude.
• Self motivated and able to work with minimal supervision. 
• Reliable and dependable. 
• Able to work well under pressure and meet deadlines. 
• Experience using a CRM or lead management system. 
• Previous experience using a phone or dialer system. 
• Experience with mortgage software or loan origination systems is a plus (training will be provided).

Benefits

• Above market salary
• HMO on Day 1 for principal and two dependents
• Government-mandated benefits
• Performance-based Incentives
• Quarterly Company Events
• 1,000 PHP De Minimis
• Equipment and software provided