What are the responsibilities and job description for the Assistant Sales Manager position at Rate?
About Guaranteed Rate Companies:
We’re Guaranteed Rate, the 2nd leading retail mortgage company in the U.S.—and aiming to be #1. We’re dedicated to the idea that belief makes anything possible. In 23 years, we’ve gone from start-up to funding more than $100 billion in a single year. Our family is over 5,000 people who are driven to make getting a mortgage the easiest part of the homebuying process.
Pay Range: $45-55k base pay/plus bonus
Introduction:
The Assistant Licensed Sales Manager (ASM) position was created to effectively manage and support the production pipelines of VPs (LO) of branch 5170. Working alongside the Branch Manager and the VPs, the ASM will be responsible for ensuring the movement of VP’s transactions from going under contract until closing. The ASM, will work hand in hand with the (POD), the VP and the borrower to reach the closing table. The ASM will interact with Guaranteed Rate support departments as needed, ensuring a successful transaction. The ASM will work alongside their Branch Manager, the POD, VP, and Sales Management to fulfill Regionally coordinated strategies.
Responsibilities:
The Assistant Sales Manager will complete the following tasks daily:
Work directly with borrowers that are under contract
- Generate and review all loan disclosures with borrower
- Clearly communicate loan terms and conditions with borrowers
- Help facilitate communication with borrowers and processing and or underwriters
- Keep track of all borrowers dates and deadlines
- Follow up with the delegated party until the task is satisfactorily completed
Operational ownership of the VP’s transaction:
Utilize the functionality of Guaranteed Rate’s YBR to audit loans daily
Utilize tools like the YBR and HotList to track loan progress: determine opportunities and trends for team improvement
Monitor the tasks performed by the processing team, utilizing the YBR (pipeline report) to ensure that loans are happening within set timeframes
Follow up immediately with POD members on tasks outside of expected turn time
Qualifications:
- 3 years of Mortgage experience is preferred
- Exceptional communication skills – both written and verbal
- Knowledge of Microsoft Outlook, Work, Excel, and Encompass
- Familiarity and comfort with social media
- Positive outlook and proactive attitude working around a relatively complex and regulated underwriting process
Guaranteed 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.
Salary : $45,000 - $55,000
