Sales Assistant (NY)

The Money Store; New York (NY); On-site; USD 42,000 - 58,000; Full time

Job summary

The Money Store in New York seeks a Sales Assistant to support the Branch Manager and Loan Officers in day-to-day operations, ensuring accurate loan information and a superior customer experience.

You will handle loan details, respond to inquiries, promote loan products, and maintain compliant processes. NMLS licensing is required and must remain in good standing.

This full-time position emphasizes teamwork, reliability, and meticulous data management to help us grow trusted lending relationships.

Qualifications

• Excellent verbal and written communication across phone, in person, and email.
• Able to manage multiple tasks and stay organized in a branch environment.
• Customer-focused with the ability to handle inquiries professionally.

Responsibilities

• Collaborate with Loan Officers to collect complete loan information.
• Deliver exceptional customer experiences.
• Maintain and analyze loan and lead data.
• Answer calls, track loan statuses, shipments, and resolve issues.
• Explain products and guide customers to the best option.
• Know all products and services offered.
• Follow general supervision and standard procedures.
• Handle non-routine assignments with longer timeframes.
• Engage in education to qualify for Loan Officer License.
• Maintain open communication and professional coworker relations.
• NMLS license required and must stay in good standing.

Skills

Telephone communication

Customer service

Organization

Team collaboration

Education

NMLS license

Job description

Full Time US

Overview

The Sales Assistant assists the Branch Manager and Loan Officers with the day to day functioning of the branch.

Responsibilities

• Works closely with the Loan Officers to ensure all of the appropriate information is taken for each individual loan.
• Ensures an exceptional customer experience.
• Maintains and analyzes all loan and lead information.
• Provides support to Loan Officers by answering phone calls, keeping track of loan statuses, tracking product shipments, and assists in resolving problems.
• Facilitates conversations about the products offered by the Money Store and to assist in determining which product would be best for each individual.
• Required to know all products and services offered.
• Works under general supervision applying diversified procedures and standards.
• Completes non-routine assignments that require a longer timeframe.
• Participates in educational opportunities from Loan Officers, Branch Managers and outside sources to become well-versed in the loan process in order to obtain a Loan Officer License.
• Maintains an open communication style and a professional working environment with coworkers.
• Must be NMLS licensed and NMLS license must remain in good standing

Qualifications

• Able to communicate via the telephone, face to face and email.
• Supports diversity and is familiar with current laws and practices.
• Is results driven, works well with others, excels in project management, is organized, is professional and is unbiased.