Sales Assitant Position

FIRST INTEGRITY MORTGAGE SERVICES

Job Description 1/2007

Job Title: Sales Assistant

Reports To: Senior Tenured Loan Officer

Department: Mortgage

Summary: The primary duties of this position involve handling routine tasks so that the salesperson has more time to focus on direct selling activities.

Essential Duties and Responsibilities include the following. Other duties may be assigned

• Manage all databases, Encompass, Mortgage Returns, Act.
• Prepare letters and other mailings from databases including birthday and thank you cards.
• Organize and maintain excel and word files on server in individual loan officers folder.
• Print guidelines for loan officer to read daily.
• Ensure that all pre-approvals are on touch campaign and manage that campaign.
• Assist with application input as needed including running credit on pre-qualifications.
• Run automated underwriting as needed.
• Copy documents, create application packages and mail out when loan officer is not meeting with client.
• Register and lock loans within approved pricing guidelines.
• Develop and maintain lead tracking system.
• Develop and maintain lead distribution tracking system.
• Follow up with appraisal values with both agents and customers.
• Assist loan coordinator gathering of missing documentation, getting verifications, making copy packages, and any other needed functions.

Additional Responsibilities: The employees talent will enable them to dictate additional responsibilities.

Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

Analytical, problem solving, customer service, interpersonal, team work, visionary leadership, ethics, strategic thinking, adaptability, dependability, initiative, motivation, professionalism, planning/organizing, quality, quantity, judgment.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience:

High school diploma, or general education degree (GED), or one to three months related experience, and/or training or equivalent combination of education and experience.

Language Ability:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Math Ability:

Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning Ability:

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer Skills:

To perform this job successfully, an individual should have knowledge of Word Processing software and Internet software.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee must regularly lift and /or move up to 10 pounds and occasionally lift 25 to 50 pounds. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl.

Please fax resume to Chris Scheer 314.878.5636 or e-mail to chrisscheer@firstintegrity.com.

Are you ready for a Mentor?

No matter where you are in your career, until you have hung it up, you need a mentor. When you first enter any industry everyone has ideas of how they should be a success, but if you take the time to look around you, you will find people who are doing things right and who are seemingly doing things right but having no success. Seek out those people that are doing things right with success and let them know you have noticed their success and you are looking to learn from them. Tell them initially you just would like to e-mail them a question once in a while and when they are ready to invest quality time, start by buying them a cup of coffee or lunch and pick their brain on what makes them successful. If you are having success, look to more successful people either in your industry or others and approach them about developing a mentor relationship. In the meantime, find someone new to mentor. By finding someone to mentor, you will rekindle the energy and passion you had when you entered your field, be reminded of you successes as you help the new person overcome their challenges and still have the opportunity to learn how others view and want to solve challenges. If you find yourself at the crossroads of not having anyone to mentor you, find a coach or mentor that will work with you for a fee. The nominal fee is often recouped in the first sale and often you are reminded of the reason that you are a success in the first place.

For more information about my mentoring program, please send me an e-mail at chrisscheer@firstintegrity.com.