Sales Assistant - Bilingual

Rate is one of the nation's top retail mortgage lenders, delivering a seamless, tech-driven experience that helps customers reach their homeownership and financial goals. Founded in 2000 and based in Chicago, Rate is licensed in all 50 states and D.C. and has helped over 2 million homeowners with a wide range of loan products, competitive rates and personalized service. With 5,000+ employees across 300+ offices and 12+ subsidiaries, Rate's Loan Officers rank among the best in the country. From purchases and refinances to tapping into equity, Rate makes financing faster, simpler and less stressful. Our technology - including Same Day Mortgage, the Rate App, FlashClose, MyAccount and the Language Access Program - has earned recognition from HousingWire, Scotsman Guide, NerdWallet, the Chicago Tribune and Crain's Chicago Business. Learn more at rate.com.

Job Profile:

GRI Sales Assistant

Job Description Summary:

"We are committed to providing a competitive and equitable total rewards package. The compensation for this role is designed to attract, retain, and motivate top talent.

The expected base salary range for this position is $45,000 to $55,000 Annually.

Job Description:

The central focus of a Sales Assistant is to support the sales force with a variety of tasks related to increasing their production, efficiency and quality of work. A Sales Assistant's role is divided between 3 important components including 1) Marketing support; 2) Pre-application/post-closing client interaction; and 3) Loan data entry into the operating system, Encompass.

Essential Duties and Responsibilities

• Phone and email support including checking messages, return calls and correspondence, to maintain organized files and work environment
• Maintain calendar in scheduling meetings, closings and create calendar invitations and follow up timely with customers and potential borrowers
• Ensure application is complete and enter notes into the file for processing as directed
• Prepare preapproval letters after qualification by Loan Officer/Vice President, Mortgage Lending
• Monitor the loan from application through closing process, maintaining effective communications with customers, referral sources, and loan support staff
• Pipeline Inspection: review pipeline to check for challenges and assess daily turn times to minimize lock expirations, missed contingency and scheduled close times
• Change/extend loans and request pricing expectations as needed or requested
• Update, change or extend investor locks with Commitment Desk as necessary
• Track and approve CDs for closings and educate borrowers on process and terms
• Obtain and track CDs, check final numbers and call borrowers with dollar amount necessary to close
• Database management including coordinating monthly correspondence to borrowers who recently closed a loan
• Coordinate with the Marketing Department to create marketing materials for agents
• Complete tasks in a timely manner and work amicably with others and the POD
• Other duties and responsibilities as assigned

Skills and Competencies

• Excellent customer service skills and strong work ethic
• Exceptional verbal and written communication and listening skills with ability to communicate with multiple levels of management and influence others
• Ability to work a fast-paced environment that will require strong organizational skills and analytical acumen
• Excellent time-management skills and follow up and follow through with ability to multitask and meet deadlines
• Familiarity with mortgage industry and GRA loan processes
• Ability to multi-task with strong attention to detail while meeting deadlines in a fast-paced environment
• Proficient in Microsoft Office Suite including Outlook, and loan origination system (preferably Encompass)
• Ability to thing strategically to solve problems or challenges with loan files

Additional Job Description Summary:

Rate is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.

The company offers a comprehensive benefits program to eligible employees, including eligibility to participate in a company-sponsored 401(k); vacation benefits; eligibility for medical, dental, vision, and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; critical care insurance; personal accidental insurance; commuter benefits; pet insurance; certain time off and leave of absence benefits; well-being benefits (e.g., employee assistance program); and other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources).

Please click this link to learn more about our benefit offerings for Washington State: Benefit Offerings for Washington State