Sales Assistant

Job Overview:

We are seeking an experienced Sales Assistant with a background in mortgage or real estate to support our sales team. The ideal candidate will have excellent communication skills, the ability to multitask in a fast-paced environment, and a strong understanding of sales processes. Reporting directly to the Sales Manager, this role involves handling inbound and outbound calls, tracking payments, and conducting follow-ups with clients.

Key Responsibilities:

- Assist the sales team with administrative and client-related tasks.

- Handle inbound and outbound calls, providing information to potential and existing clients.

- Track and manage payments, ensuring all records are up to date.

- Follow up with leads, clients, and lenders to facilitate smooth transactions.

- Maintain accurate and organized client records using CRM software.

- Prepare reports and provide updates to the Sales Manager.

- Support mortgage and real estate transactions by coordinating necessary documentation.

- Work under pressure to meet deadlines and assist with multiple ongoing deals.

- Utilize Microsoft Office (Word, Excel, Outlook, PowerPoint) to create reports, presentations, and manage communication.

- Provide exceptional customer service and ensure a seamless client experience.

Requirements & Skills:

- Proven experience in mortgage, real estate, or a related field.

- Strong communication and interpersonal skills.

- Ability to multitask and work efficiently under pressure.

- Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint).

- Experience handling inbound and outbound calls.

- Strong organizational skills with attention to detail.

- Ability to track and manage payments efficiently.

- Experience working with CRM systems is a plus.

Benefits:

- Competitive salary + commission/bonus opportunities.

- Career growth opportunities in mortgage and real estate.

- Supportive and dynamic work environment.

- Training and development programs.

Job Type: Full-time

Pay: $6,000.00 - $7,000.00 per month

Benefits:

- Paid time off

Compensation Package:

- Monthly bonus

Schedule:

- 8 hour shift

- Monday to Friday

Ability to Commute:

- Santa Ana, CA 92707 (Required)

Ability to Relocate:

- Santa Ana, CA 92707: Relocate before starting work (Required)

Work Location: In person