Mortgage Sales Support Specialist

Triad Financial Services, Inc.; Jacksonville (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

Triad Financial Services, Inc. seeks a Sales Support Admin to assist the sales team with loan production tasks and client outreach. This role supports loan officers by handling administrative duties, scheduling, and reporting needs while ensuring accuracy and timely communication.

Ideal candidates have mortgage processing experience, strong attention to detail, and can work independently within a sales team environment. Experience with Encompass LOS and the Composer Phone System is preferred.

Qualifications

• 2 years of mortgage processing experience.
• Strong attention to detail.
• Ability to work independently and as part of a sales team.
• Knowledge of Encompass Loan Origination System.
• Knowledge of Composer Phone System.

Responsibilities

• Support sales team with administrative tasks for new loan production.
• Assist with client outreach and inbound call overflow.
• Prepare and manage post-meeting notes and reporting for management.
• Coordinate scheduling and administrative tasks for loan officers.

Skills

Mortgage processing

Attention to detail

Independent worker

Team collaboration

Customer outreach

Tools

Encompass Loan Origination System

Composer Phone System

Job description

Triad Financial Services, Inc. seeks a Sales Support Admin to assist the sales team with loan production tasks and client outreach. This role supports loan officers by handling administrative duties, scheduling, and reporting needs while ensuring accuracy and timely communication.

Ideal candidates have mortgage processing experience, strong attention to detail, and can work independently within a sales team environment. Experience with Encompass LOS and the Composer Phone System is preferred.