Sales Support Associate

Overview
The Sales Support Professional at Vontive provides essential support to the sales team, enabling them to operate efficiently and effectively. This role is crucial in managing administrative tasks, assisting in client communications, and supporting the overall sales process. You will work closely with Loan Officers, Sales Directors, and other team members to ensure that all operational and client-facing needs are met in a timely manner.

Responsibilities

• Email Outreach Management: Assist with individual email outreach efforts, supporting the sales team's engagement with prospects through tools like Outreach and marketing email campaigns.
• Post-Closing Communications: Manage post-closing tasks, including sending instructions, surveying client satisfaction, and maintaining positive client relationships.
• Lead Prospecting Support: Help generate lead lists, assign territories, and assist in contacting and nurturing leads.
• Client Pre-qualification: Assist Loan Officers in pre-qualifying loan submissions by gathering and reviewing necessary client information.
• Lending Offer Support: Aid in the creation of lending offers in the Vontive portal, assist with securing credit policy exceptions, and participate in reviewing offers with clients.
• Pipeline and Task Management: Support Loan Officers by tracking borrower tasks, following up with clients to complete required documentation, and managing the loan submission process to underwriting.
• Loan Issue Resolution: Assist in resolving issues that arise during the underwriting process, ensuring smooth progress toward loan approval.

Qualifications

• Bachelor’s degree in Business, Finance, or related field preferred.
• 2+ years of experience in a sales support, credit analysis, or marketing role, preferably within the lending or financial services industry.
• Strong organizational and multitasking skills, with attention to detail.
• Excellent communication and interpersonal skills.
• Ability to collaborate across teams, including sales, marketing, and underwriting.
• Ability to work in a fast-paced environment and meet tight deadlines.

Benefits

• Our benefits are designed for your total wellbeing and include:
• Competitive salary and compensation package
• Comprehensive medical, dental and vision coverage
• Monthly fitness and wellness stipend
• Healthy snacks, beverages and meals at the office
• Company-sponsored events and volunteering opportunities
• Unlimited PTO
• 16 weeks of parental leave
• Short- and long-term disability coverage
• Life insurance policy

At Vontive, you will find a team committed to diversity, inclusion, and values of:

Integrity: Always demonstrating the highest ethical standards.

Accountability: Consistently delivering on our commitments to our clients, partners, communities, and each other.

Candor: Creating an environment where people are heard when they speak up, and where trust, honesty, and respect are at the forefront of our relationships.

Prudence: Always acting in the best interest of our stakeholders and for the long-term integrity of the business.

Execution: Managing our priorities, decisions, and work to aggressively grow the business in fulfillment of our mission.

Culture: Valuing and promoting diversity in our hiring, through our business practices, and by giving back to our communities.

Empowerment: Trusting each other to always do the right thing.

Vontive is an equal opportunity employer that values diversity, inclusion and belonging. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity or expression, sexual orientation, age, marital status, veteran status, disability status, or any other characteristic protected by law. We will ensure that individuals with differing abilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.