Sales Assistant

We're searching for some really great people who enjoy customers as much as we do.

Named as one of Puget Sound Business Journal’s Best Places to Work three years running, 2021, 2022 and 2023. We are a certified Great Place to Work™ and were named a Best Workplace eight times, most recently in 2024 in the Financial Services and Insurance category.

Check out our rating at:  Working at Evergreen Home Loans | Great Place To Work®

Wow happens every day at Evergreen.  Our vision is centered on changing the world one relationship at a time.  

Learn more about us on our website here.

Discover what’s possible with Evergreen.

We're looking to add people who feel the same way we do about our customers, our associates, and the work we do.  In return, you'll be part of a growing, contemporary company that rewards creative thinking and believes in helping you get to where you want to be.  You'll also enjoy a comprehensive benefits package and an attractive 401K plan to help you grow along with us!

This position will acquire and retain new and existing customers.  Assists Loan Officer with meeting new clients, and facilitating loan closings, assists with Loan Officer’s marketing efforts to new and current clients and assist with administrative tasks.  Must have basic mortgage knowledge, excellent customer service skills and be willing to learn new things. 

Essential Duties and Responsibilities:

• Assist Loan Officer in meeting with borrowers (if need be), providing disclosures and following-up through closing.
• Input Team files into Loan Origination System with accuracy to make sure the correct information is in the file.
• Assist Loan Officer in marketing efforts to current and new clients.
• Assist Loan Officer with administrative tasks such as status reports on loans in process and making copies.
• Responsible for proactive communication with management with respect to all significant challenges or opportunities.
• May order out files.
• Upon given borrower name and contact number from Loan Officer, contact borrower to set up a meeting (with or without Loan Officer present), or take application over the phone.
• Provide disclosures to borrower at application, or mail within 24 hours if over the phone.
• Process Loan Application from start to finish in line with proper standards and company procedures.
• Assist the Loan Processor once approval received and forward to borrower.
• Communicate with realtor and borrower on loan status on a continual basis.
• Assist Processor in satisfying conditions
• Accompany Loan Officer in the field, meeting new clients and realtors at Loan Officer’s discretion.
• Design flyers for new programs or other programs of interest.
• Other duties as assigned.             

Performance Expectations: 

• Perform all actions in accordance with the Mission, Vision, and Convictions of EHL.
• Provide a “WOW” experience and effectively communicate with associates, clients, partners, and vendors via phone, written communication and/or in person.
• Seek Feedback: Host regular and timely communication with associates and Manager.
• Be willing to assume additional responsibilities/duties/projects as they arise.
• Have strong organization skills, the ability to learn quickly, and accuracy/timeliness in completing tasks.
• Perform all actions in accordance with policies and procedures of the company.
• Expected to meet productivity guidelines of the position.
• Effectively use software specific for the position and Microsoft office products.
• Work well with other members of the EHL team and be willing to fill in when needed.

Quality Manufacturing:

• Take full accountability for performing the work and achieving the results as agreed, and your manager is accountable for providing you with the resources and guidance needed.
• Exceptions, problems, changes and questions are reported immediately. You are accountable for notifying your manager, and any other affected people, in writing if the work will not be performed or the results will not be achieved as agreed.  Your manager will also notify you if commitments made to you cannot be achieved.
• Your manager can assume the work is being performed as agreed unless otherwise notified.
• Periodic check-ins between you and your manager are the main vehicle for keeping each other informed about how work is progressing.
• Failure to notify of exceptions or missed due dates – in other words silence – is not acceptable.
• You encourage your coworkers to communicate challenges and opportunities to their manager, rather than to fellow coworkers.
• Relationships built on trust are developed as managers and associates keep their commitments and successful results are achieved.

Specific Skills/ Knowledge/ Abilities Required for Position:

• Minimum of one year of mortgage experience.
• Exercise good judgment and strong character, motivated, hard working.
• Ability to work well with fellow associates, clients and vendors.
• Good communication skills.  Neat, clean, healthy work habits.
• Ask questions of your Loan Officer to facilitate learning and expand mortgage knowledge.

Physical Requirements:

• Requires all forms of dexterity and mobility throughout the shift, which may include extended periods of sitting and/or standing.  Occasionally required to reach with hands and arms, twist, climb or balance, stoop, kneel crouch or crawl.
• Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral, depth perception and the ability to adjust focus.
• Must be able to speak and hear, lift and carry up to twenty-five pounds (25 lbs.) or occasionally more. 
• Ability to work in a fast-paced, occasionally noisy environment. 
• May be required to drive for business purposes and if so, must hold a driver’s license in good standing and maintain personal auto insurance in compliance with EHL’s Auto Insurance policy.

Compensation:

Hourly base pay plus, if applicable, associate may be eligible for per-file incentives, commissions, bonuses or other variable earnings as determined upon hire. Compensation depends on a number of factors including location and experience.

Benefits and Perks:

Eligible associates (and their families) have the option to enroll in medical, dental, and/or vision coverage of which both the associate and the company contribute towards expenses. Basic Life/AD&D insurance for eligible associates as well as a Short-term Disability benefit are provided by Evergreen.  Additional Voluntary Life/AD&D, Long-term Disability benefits and Legal/ID protection plans paid for by the associate are also available. Associates are automatically enrolled in Evergreen’s 401(k) plan. Personal Time Off (PTO) of up to 13.34 hours may be earned monthly and associates may enjoy 9 paid holidays each year. Paid voluntary day of work, company matching on charitable donations and mortgage loan benefit.

Evergreen is an equal opportunity employer and E-Verify employer.www.Evergreenhomeloans.com

Equal Housing Lender

©2025 Evergreen Moneysource Mortgage Company® dba Evergreen Home Loans NMLS ID 3182. 15405 SE 37th Street, Suite 200 Bellevue, WA 98006 Equal Housing Lender. AZ Mortgage Banker License #0910074; CA Licensed by the DFPI under the CRMLA #4130291; NV Mortgage Company License 4837. Evergreen Home Loans does not represent HUD or FHA and the information provided here was not authored, approved, or endorsed by HUD or FHA. For individual and company license information visit www.nmlsconsumeraccess.org