Sr. Sales Support Specialist

Posted:
10/16/2024, 5:00:00 PM

Location(s):
Upper Dublin Township, Pennsylvania, United States ⋅ Pennsylvania, United States

Experience Level(s):
Senior

Field(s):
Customer Success & Support ⋅ Sales & Account Management

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.


We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.
 

Primary Function

The Sr Sales Support Specialist provides support to the DTC Call Center staff and senior management through a variety of day-to-day activities. The Sr Sales Support Specialist will provide guidance and support to sales with processing applications in compliance with Policies and Procedures and general workflow issues. Track inquiries to assist and analyze the identification of training gaps. This position also has responsibility to assist sales in process perform reviews for adherence with the Telephone Consumer Protection Act (TCPA) policies.

Primary Function

  • Field inquiries from Sales related to failures identified by Mavent.
  • Manage, Support and guide sales with any Mavent issues to ensure applications are disclosed/re disclosed in timely fashion.
  • Assist sales team members with submissions to Underwriting.
  • Assist Sales Support, Business Operations and Compliance in identifying Policy and Procedure gaps.
  • Support Sales Management in new hire development opportunities and training.
  • Represent Sales on special projects.
  • Conduct testing of new systems and processes.
  • Provide support to the DTC Sales Call Center through project focused responsibilities and other related duties as assigned by supervisor.
  • Responsible for end-to-end assessments that identify operational and regulatory risks in addition to operational process gaps.
  • Responsible for end-to-end workflow creation, preparation, and upkeep for all processes within Direct-to-Consumer Sales Support Division.
  • Assists in developing and maintaining Process, Policy and Procedures related to Sales Support functions.
  • Provides support for division-wide programs and special projects through research, idea generation, presentation development and execution.
  • Assists with training and development of Sales Support Team.

Education and Experience Requirements  

  • NMLS license required
  • High School Diploma or equivalent work experience
    • Minimum 5 years previous work experience in Mortgage industry sales, processing, or underwriting
  • Basic computer and Microsoft Office skills.

Knowledge, Skill, and Ability Requirements  

  • Ability to work independently with minimal supervision.
  • Ability to multi-task and adapt quickly to change.
  • Excellent oral, written, listening, and organizational skills
  • Detail-oriented with efficient focus on work activities.
  • Strong sense of responsibility for completing work quickly and accurately
  • Ability to handle faster-than-average pace of activities
  • Careful decision-making skill with ability to avoid mistakes
  • Must work well in a team environment and as an individual contributor.
  • Must demonstrate careful decision-making skills.
  • Energetic and inquisitive, quick learner takes initiative.
  • Ability to communicate effectively, both written and verbal.
  • Fluent in Microsoft Office – Excel, Word & PowerPoint.
  • Ability to influence others and work effectively in a cross-functional matrix environment.

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.

Company Benefits:
•    Medical (including Health Savings Account & Flexible Savings Account)
•    Dental - RX – Vision – Life, Disability Insurance – 401(k) Plan with company match! – Employee Assistance Plan

•    Performance-based Incentives
•    Pet Insurance

•    Advancement Opportunities

Newrez NOW:

•    Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
•    1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
•    Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee

•    Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions


Equal Employment Opportunity 
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

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