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The Sales Assistant will support the processing team by communicating with lenders and clients, reviewing loan documents, and managing time-sensitive information while maintaining accuracy.

Manage and grow strategic partner relationships through outreach (phone, email, LinkedIn), develop and execute sales strategies, nurture inbound leads, and collaborate with the sales team to meet and exceed growth targets.

Manage and grow a portfolio of existing partner relationships to drive scalable referral deal flow. Use CRM, email automation, and LinkedIn to activate partners, collaborate with advisors for seamless client funding, monitor market trends, and expand your book through targeted outreach and prospecting.

Work with business owners via phone/video to qualify needs, diagnose financials, and close funding solutions using inbound leads. Hit sales targets, maximize earnings, and pursue leadership growth.