Sales Assistant

Champions Funding LLC; Gilbert (AZ); On-site; USD 42,000 - 65,000; Full time

Job summary

Champions Funding LLC in Gilbert, AZ is seeking a motivated Sales Support professional to assist Account Executives and Sales Leaders. You will solicit new prospects, manage loan submissions, and coordinate with underwriting and funding teams to move files toward closing.

The role requires 1–3 years in sales support or financial services, strong organization, and excellent communication. Proficiency with HubSpot and MS Office is a plus, and you will work in a fast-paced environment.

Qualifications

• 1–3 years of experience in a sales support, sales, mortgage, or financial services role.
• Strong organizational and time management skills.
• Excellent written and verbal communication.
• Familiarity with CRM platforms such as HubSpot is a plus.
• Proficient in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint).

Responsibilities

• Provide administrative and operational support to the sales team, including Account Executives and Sales Leaders.
• Solicit new prospective clients and target new prospects.
• Outbound sales solicitation via phone, email and marketing strategies.
• Schedule appointment presentations of our products and services to new and existing clients.
• Manage incoming loan submissions, review for completeness, and ensure accurate data entry into loan origination systems.
• Serve as a point of contact for clients, answering questions and routing inquiries to the appropriate team members.
• Assist in the preparation of presentations, reports, and marketing materials for prospective and existing clients.
• Track pipeline activity and coordinate with operations to ensure loans are progressing through underwriting and closing in a timely manner.
• Maintain up-to-date knowledge of company loan products, eligibility requirements, and pricing tools.
• Collaborate with underwriting, disclosures, and funding teams to resolve documentation or status issues.
• Support the onboarding process for new brokers and correspondents, including gathering necessary documents and setting up access to systems.
• Monitor and update CRM and sales tracking tools with accurate client and loan-level information.
• Participate in team meetings and contribute to process improvements and efficiency initiatives.

Skills

Sales support

Multitasking

Communication

Time management

Team player

Tools

HubSpot CRM

Microsoft Office

Job description

• Provide administrative and operational support to the sales team, including Account Executives and Sales Leaders.
• Solicit new prospective clients and target new prospects.
• Outbound sales solicitation via phone, email and marketing strategies.
• Schedule appointment presentations of our products and services to new and existing clients.
• Manage incoming loan submissions, review for completeness, and ensure accurate data entry into loan origination systems.
• Serve as a point of contact for clients, answering questions and routing inquiries to the appropriate team members.
• Assist in the preparation of presentations, reports, and marketing materials for prospective and existing clients.
• Track pipeline activity and coordinate with operations to ensure loans are progressing through underwriting and closing in a timely manner.
• Maintain up-to-date knowledge of company loan products, eligibility requirements, and pricing tools.
• Collaborate with underwriting, disclosures, and funding teams to resolve documentation or status issues.
• Support the onboarding process for new brokers and correspondents, including gathering necessary documents and setting up access to systems.
• Monitor and update CRM and sales tracking tools with accurate client and loan-level information.
• Participate in team meetings and contribute to process improvements and efficiency initiatives.

Description

• Provide administrative and operational support to the sales team, including Account Executives and Sales Leaders.
• Solicit new prospective clients and target new prospects.
• Outbound sales solicitation via phone, email and marketing strategies.
• Schedule appointment presentations of our products and services to new and existing clients.
• Manage incoming loan submissions, review for completeness, and ensure accurate data entry into loan origination systems.
• Serve as a point of contact for clients, answering questions and routing inquiries to the appropriate team members.
• Assist in the preparation of presentations, reports, and marketing materials for prospective and existing clients.
• Track pipeline activity and coordinate with operations to ensure loans are progressing through underwriting and closing in a timely manner.
• Maintain up-to-date knowledge of company loan products, eligibility requirements, and pricing tools.
• Collaborate with underwriting, disclosures, and funding teams to resolve documentation or status issues.
• Support the onboarding process for new brokers and correspondents, including gathering necessary documents and setting up access to systems.
• Monitor and update CRM and sales tracking tools with accurate client and loan-level information.
• Participate in team meetings and contribute to process improvements and efficiency initiatives.

Requirements

• PST and MST candidates preferred.
• 1–3 years of experience in a sales support, sales, mortgage, or financial services role preferred.
• Knowledge of Non-QM lending products is a plus but not required.
• Strong organizational and time management skills with the ability to prioritize and multitask.
• Excellent communication skills, both written and verbal.
• Comfortable working in a fast-paced, deadline-driven environment.
• Familiarity with CRM platforms such as HubSpot is a plus.
• Proficient in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint).
• Self-motivated team player with a strong attention to detail and customer service orientation.