Sales Assistant - Bilingual

Job Profile

GRI Sales Assistant

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. Expected base salary range: $45,000 to $55,000 annually.

• Phone and email support: checking messages, returning calls, maintaining organized files and work environment.
• Maintain calendar: scheduling meetings, closings, creating calendar invitations and following up timely with customers and potential borrowers.
• Ensure application is complete and enter notes into the file for processing as directed.
• Prepare pre‑approval letters after qualification by Loan Officer/Vice President, Mortgage Lending.
• Monitor loan from application through closing, maintaining effective communication with customers, referral sources, and loan support staff.
• Pipeline inspection: review pipeline to check for challenges, assess daily turn times to minimize lock expirations, missed contingencies and scheduled close times.
• Change or 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; educate borrowers on process and terms; obtain and track CDs, check final numbers, and call borrowers with dollar amount necessary to close.
• Database management: coordinate 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.

• 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 in a fast‑paced environment; strong organizational skills and analytical acumen.
• Excellent time‑management skills; 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.
• Proficient in Microsoft Office Suite including Outlook, and loan origination system (preferably Encompass).
• Ability to think strategically to solve problems or challenges with loan files.

• Company‑sponsored 401(k) plan.
• Vacation benefits.
• Medical, dental, vision, and prescription drug benefits.
• Flexible benefits such as healthcare and/or dependent day care flexible spending accounts.
• Life insurance and death benefits.
• Critical care insurance.
• Personal accidental insurance.
• Commuter benefits.
• Pet insurance.
• Time off and leave of absence benefits.
• Well‑being benefits such as employee assistance program.
• Other supplemental benefits (legal planning assistance, identity theft protection, wellness resources).

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.