Supports the Branch Manager and Loan Officers with loan information collection, customer service, lead and loan tracking, product discussions, shipment tracking, issue resolution, and branch administration. Maintains knowledge of loan products, communicates professionally, and must keep an active NMLS license while pursuing Loan Officer licensing.
Overview
The Sales Assistant assists the Branch Manager and Loan Officers with the day to day functioning of the branch.
Responsibilities- Works closely with the Loan Officers to ensure all of the appropriate information is taken for each individual loan.
- Ensures an exceptional customer experience.
- Maintains and analyzes all loan and lead information.
- Provides support to Loan Officers by answering phone calls, keeping track of loan statuses, tracking product shipments, and assists in resolving problems.
- Facilitates conversations about the products offered by the Money Store and to assist in determining which product would be best for each individual.
- Required to know all products and services offered.
- Works under general supervision applying diversified procedures and standards.
- Completes non-routine assignments that require a longer timeframe.
- Participates in educational opportunities from Loan Officers, Branch Managers and outside sources to become well-versed in the loan process in order to obtain a Loan Officer License.
- Maintains an open communication style and a professional working environment with coworkers.
- Must be NMLS licensed and NMLS license must remain in good standing
- Able to communicate via the telephone, face to face and email.
- Supports diversity and is familiar with current laws and practices.
- Is results driven, works well with others, excels in project management, is organized, is professional and is unbiased.
Similar Jobs
Insurance • Financial Services
Supports analytics teams by creating reports and dashboards, conducting data extraction, cleaning, validation, and basic analysis. Documents queries and business requirements, translates business needs into specifications, supports projects under guidance, and communicates findings to technical and nontechnical stakeholders. The role also develops foundational skills in data storytelling, governed cloud data platforms, metric validation, and workload organization.
Top Skills:
BigQueryDatabricksExcelGoogle SheetsPythonRRedshiftSnowflakeSQLSynapseTableauTableau Prep
Gaming • Mobile • Software
Create and edit short-form video content for social media, paid advertising, marketing campaigns, product promotions, and in-app experiences. Develop motion graphics, typography, transitions, sound, and basic color grading while maintaining brand consistency. Collaborate with marketing and design teams, optimize content for multiple platforms, iterate based on performance data, manage organized asset libraries, and deliver projects independently within deadlines.
Top Skills:
2D AnimationAdobe After EffectsAdobe Premiere ProColor GradingDynamic TypographyMotion GraphicsPaid SocialSocial Media PlatformsSound Editing
Artificial Intelligence • Healthtech • Logistics • Social Impact • Software • Telehealth
Recruit clinical and operations candidates in a high-volume, fully remote environment. Responsibilities include partnering with hiring managers, managing requisitions, sourcing, screening, interviewing, pipeline development, background checks, offer negotiation, onboarding coordination, ATS maintenance, compliance monitoring, and using recruiting metrics to improve efficiency and candidate quality.
Top Skills:
Google SuiteLeverLinkedIn
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
