The Sales & Loan Processor will serve as a key liaison between our sales team and lending partners, ensuring smooth and efficient processing of manufactured housing loan applications. They will oversee the sales application process, anticipating and identifying issues to provide quick and accurate processing. They will be responsible for reviewing sales documentation to ensure it is completed correctly, managing that documentation through our established systems and processes, and coordinating with our lenders from start to finish. This position requires a highly organized individual with strong process management skills, a continuous improvement mindset, and the ability to thrive in a fast-paced, collaborative environment.
Responsibilities
- Actively manage sales through the pipeline to ensure quick, error-free deal processing.
- Serve as a primary point of contact between sales and lenders, maintaining clear, proactive, and timely communication.
- Anticipate problems, communicate proactively, and escalate issues for immediate action.
- Perform regular and ad hoc reporting.
- Evaluate lender performance metrics and collaborate to improve applicant experience and turnaround times.
- Work with leadership and lenders to optimize workflows, streamline processing, and drive improvement.
- Support and assist the sales team with training.
Qualifications
- Education: High school diploma or equivalent required; Bachelor’s degree preferred.
- Experience: Minimum of 2 years of relevant experience in loan processing, underwriting, mortgage processing, or a similar field.
- Physical Demands: Can spend long hours sitting while using computer equipment or standing to deliver/facilitate training.
- Skills:
- Proficient in data entry and administrative reporting with strong accuracy and speed.
- Working knowledge of underwriting processes and lender condition terminology.
- Ability to read and interpret lender documentation and assist the sales team in clearing lender conditions.
- Experience managing sales pipelines and workflows within a CRM platform; HubSpot experience preferred.
- Excellent written and verbal communication skills, with the ability to convey information clearly and professionally.
- Strong organizational and problem-solving abilities, with a proactive, solution-oriented approach.
- High attention to detail and exceptional time management skills, with the ability to manage multiple priorities effectively.
- Technologically adept; proficient with Microsoft Office Suite (Word, Excel, Outlook, etc.) and able to quickly learn new tools or software.
- Proven ability to build and maintain effective working relationships with both internal sales teams and external lenders.
- Additional Requirements: Able to pass a criminal background check.