Junior Sales Associate

Job Description

Job Description

POSITION SUMMARY

The Junior Sales Associate is responsible for handling inbound and outbound sales calls with the primary objective of identifying prospects and transferring them to licensed loan originators. This role requires exceptional organization, efficiency, and resourcefulness. Success depends on the ability to operate effectively in a fast‑paced environment, manage shifting priorities, and maintain a high level of professionalism and confidentiality. The position interacts with staff at all levels and demands flexibility, proactive problem‑solving, and strong communication skills.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following :

Call Handling & Lead Transfer

• Manage a high volume of inbound and outbound calls in a call‑center environment.
• Engage prospects quickly, gather basic qualifying information, and transfer callers to licensed loan originators.
• Follow call scripts, compliance requirements, and call‑center quality standards.

Operational Support

KNOWLEDGE, SKILLS & ABILITIES

EDUCATION & EXPERIENCE