Sales Assistant

First National Bank of America; East Lansing (MI); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical – Multiple plans including HSA

Dental – Premiums as low as $0.00

Vision – Low premium plan

Discounted childcare

Pet Insurance

Paid Time Off (PTO)

401k with employer match

Adjustable desks

Job summary

First National Bank of America is seeking an engaging Sales Assistant to help Account Executives set up new mortgage files for processing. The role emphasizes accurate and efficient preparation to ensure timely loan closings, with leads and resources provided.

The position supports document handling, income calculations, and coordination with brokers and internal teams to move files through processing, including eConsent/eSign and IT plumbing.

Qualifications

• 1 year of mortgage or lending experience preferred.
• 1 year of sales experience preferred.
• Will train the right candidate.
• Bilingual fluency in Spanish and English is a bonus.

Responsibilities

• Sorting/splitting/labeling docs when a file is submitted.
• Communicate with broker to collect necessary documents and agreements.
• Income calculation, complete Income workbook.
• Communicate with internal parties to complete processes necessary to help the files through the process.
• Follow up on eConsent/eSign/Intent to Proceed (ITP).
• Lending tech logins.
• Update Encompass contacts/new CRM.

Skills

Mortgage knowledge

Sales experience

Bilingual Spanish/English

Job description

First National Bank of America is seeking an engaging Sales Assistant to assist the Account Executive(s) with getting a new mortgage file set up and ready for processing. The ability to do this accurately and efficiently is important to the processing of the file from start to finish so that the loan closes on time. Leads and resources are provided for this role.

Responsibilities

• Sorting/splitting/labeling docs when a file is submitted
• Communicate with broker to collect necessary documents and agreements
• Income calculation, complete Income workbook
• Communicate with internal parties to complete processes necessary to help the files through the process
• Follow up on eConsent/eSign/Intent to Proceed (ITP)
• Lending tech logins
• Update Encompass contacts/new CRM

Qualifications

• 1 year of mortgage or lending experience preferred
• 1 year of sales experience preferred
• Will train the right candidate
• Bilingual fluency in Spanish and English is a bonus

Employee benefits

• Medical – Multiple plans to choose from including HSA and traditional. Premiums as low as $0.00
• Dental – Premiums as low as $0.00
• Vision – Low premium Plan
• Discounted childcare
• Pet Insurance
• Paid Time Off (PTO)
• 401k with employer match
• Adjustable desks that can be raised or lowered to sit or stand

At First National Bank of America, we are looking for exceptional individuals with a "servant's heart" or a natural humility that recognizes the importance of prioritizing others' needs. We celebrate and acknowledge efforts that exceed expectations, whether it's delivering added value to customers or supporting colleagues. Just as interest compounds over time, the little things we do can make a substantial difference.

First National Bank of America recognizes that the quality of our people is the foundation for our success. Attracting exceptional individuals who value a challenging work environment that rewards the contributions of its people is the cornerstone of our hiring philosophy.

Note: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties, and skills required for this job.

First National Bank of America is an Equal Opportunity Employer.