Job Description

Loan Officer Assistant

Are you an enthusiastic individual with strong persuasion skills and a passion for connecting with people? We’re looking for a dynamic Loan Officer Assistant to join our growing team and play a pivotal role in supporting business expansion. If you’re an excellent deal-maker eager to jump-start your career in sales, this opportunity is for you!

Compensation

$70,000 – $225,000 per year

About the Role

As a Loan Officer Assistant, you will be instrumental in turning customer prospects into qualified leads, driving pipeline growth, and expanding our regional presence. This role requires a proactive approach to identifying new opportunities, managing client relationships through CRM software, and executing high-volume outbound prospecting efforts. You will be responsible for qualifying high-potential leads and effectively transitioning them to our sales team to maximize conversion rates and accelerate deal progression.

Key Responsibilities

• Enter new markets within assigned territories to generate pipeline growth and expand regional presence.
• Proactively identify and develop untapped accounts to increase opportunity volume across designated areas.
• Maintain accurate, up-to-date CRM records to ensure full visibility into prospect activity and deal progression.
• Diligently track engagement metrics and sales opportunities within the CRM to support forecasting and reporting accuracy.
• Execute high-volume outbound prospecting efforts through phone, email, and personalized messaging to generate qualified leads.
• Utilize a multi-channel outreach strategy to engage prospects and advance them through the sales funnel.
• Evaluate prospect intent and effectively transition sales-ready leads to the inbound sales team to maximize conversion rates.
• Qualify and route high-potential opportunities to internal partners to accelerate deal progression and closure.
• Monitor monthly and quarterly performance against sales targets to drive predictable revenue growth.

Desired Skills and Experience

Qualifications

• Education: High school diploma or equivalent required; associate’s or bachelor’s degree preferred.
• Experience Level: Entry-level candidates encouraged to apply; career changers welcome. Prior sales experience is a plus.
• Core Skills: Strong time management, interpersonal, and written and verbal communication skills are essential.
• Technical Acumen: Basic understanding of the sales process and experience using CRM software preferred.
• Mobility: Valid U.S. driver’s license with the ability and willingness to travel by car as needed.

If you’re ready to make a significant impact and grow your career in a supportive and dynamic environment, apply today!