- Assist the MC's in their accountability for individual loan production goals, loan profitability, loan structuring and compliance.
- Assists the MC in managing the client and Financial Advisor relationships with the Bank.
- Assist MC with analysis of requested loan terms to ensure conformity to all guidelines.
- Help MC manage ongoing communications with the Financial Advisor and Banking Consultant through the loan process.
- Work with processing team for documentation collection, outside vendor management, and regulatory compliance. Comply with all federal, state laws, as well as internal policies and procedures.
- Troubleshoot and resolve any issues that arise during the loan process.
- Perform other duties and responsibilities as assigned.
- Principles, practices, and procedures of retail lending.
- RJ Bank, Fannie Mae, Federal regulatory requirements, and state regulatory requirements.
- Principles and methods for promoting and selling products or services.
- Principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
- Using appropriate interpersonal styles to communicate effectively, both orally and in writing, with all organizational levels.
- Interacting with Financial Advisors, clients and associates and third party professionals to the mortgage process.
- Basic public speaking skills.
- Minimal networking in the community to effectively market Raymond James Bank.
- Providing a high level of customer service in the spirit of Raymond James' Service 1st commitment.
- Identifying the needs of customers through effective questioning and listening techniques.
- Build professional relationships.
- Learn regulatory, internal, and investor guidelines.
- Clearly communicate regarding decisions, changes, and other relevant information.
- Establish and maintain effective working relationships with others.
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
- Make recommendations for initiating changes to policies and procedures.
- Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes.
- Bachelor's Degree and a minimum of two (2) years' experience in a Sales Assistant role or a verifiable sales assistant track record sufficient to meet RJ Bank production goals.
- OR ~
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
- Mortgage certification or broker's license preferred.
- NMLS required
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcome
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
-
Sales Assistant
2 days ago
Rocket Print and Mail Clearwater, United States**Entry Level Sales Representative** · Rapidly Growing Company in CLEARWATER, FL looking for an Entry Level Sales Representative. · Are you interested in joining one of Tampa Bay's Top Workplaces (for 10 years in a row) that provides on-the-job training and a fun, high-energy atm ...
-
Sales Assistant I
4 weeks ago
Elevance Health Clearwater, United StatesThe Sales Assistant I is responsible for general administrative support to Group or Individual sales force (i.e., typing, filing, faxing, and mailing). · Primary duties may include, but are not limited to: · Types, files, faxes, providing phone support and processes mail. Prepare ...
-
Mortgage Sales Assistant
3 weeks ago
Raymond James Financial Incorporated St Petersburg, United StatesJob SummaryWith limited direction, assists multiple Mortgage Consultants (MC's) in all aspects of the loan application and assists through the mortgage loan process through closing, funding, and sale. Assists mortgage originators in gathering documents, perfecting loan applicatio ...
-
Xponential Fitness LLC St Petersburg, United StatesThe purpose of the Assistant Sales Manager is to assist the Owner with new membership sales by bringing new members to the studio, building a relationship, providing a positive experience, and successfully moving them through the sales process to a m Sales Manager, Membership, Ma ...
-
Xponential Fitness LLC St Petersburg, United StatesPure Barre is the national leader in barre fitness with more than 550+ franchise locations in the United States and Canada. Pure Barre provides more than just an amazing workout for its clients, it is also a place where clients can go to feel empowered, be held accountable, find ...
-
Assistant Sales Manager/Lead Membership Advisor
23 hours ago
Pure Barre Saint Petersburg, United StatesJob Description · Job DescriptionPure Barre is the national leader in barre fitness with more than 550+ franchise locations in the United States and Canada. Pure Barre provides more than just an amazing workout for its clients, it is also a place where clients can go to feel empo ...
-
Mortgage Sales Assistant
3 weeks ago
Raymond James Financial Services St Petersburg, United StatesWith limited direction, assists multiple Mortgage Consultants (MC's) in all aspects of the loan application and assists through the mortgage loan process through closing, funding, and sale. Assists mortgage originators in gathering documents, perfect Sales Assistant, Mortgage, Fi ...
-
Mortgage Sales Assistant
1 week ago
Raymond James Financial Services St Petersburg, United StatesDescription · Job Summary · With limited direction, assists multiple Mortgage Consultants (MC's) in all aspects of the loan application and assists through the mortgage loan process through closing, funding, and sale. Assists mortgage originators in gathering documents, perfect ...
-
Sales Office Assistant
3 weeks ago
Speeler Companies Clearwater, United StatesJob Description · Job DescriptionWe are seeking multiple Sales/Office Assistants to join our team Position is full time and will be hourly pay. Scheduled time is 40 hours a week between the hours of 7am-5pm. No nights or weekends. Position is on site unless traveling out to a job ...
-
School Bus Sales Representative
2 weeks ago
Monark Student Transportation Petersburg, United States**Position is with Blue Bird Bus Sales of Virginia** · **Job Summary**: · The Sales Representative will sell products and services offered by the company to current and new clientele. · **Duties/Responsibilities**: · As the Sales Representative of Blue Bird Bus Sales of Pittsburg ...
-
Sales Counselor
3 weeks ago
True Connection Communities-Verena at Hilliard Clearwater, United States**Job Purpose** · The Sales Counselor is responsible for achieving maximum occupancy and total revenue potential of the community by attracting qualified prospects and converting those prospects into Residents. · **Company Overview** · **Benefit of working for us based on eligibi ...
-
Sales Consultant
2 weeks ago
Lancaster Kia East Petersburg, United States**Join Our Team as a Kia Sales Consultant** · Are you passionate about cars and dedicated to providing exceptional customer service? Do you thrive in a dynamic, fast-paced environment? If so, we have the perfect opportunity for you as a Sales Consultant for Lancaster Kia. · **Abo ...
-
Hybrid Asst. Sales Manager
3 weeks ago
Sunbelt Home Solutions Saint Petersburg, United StatesSunbelt Home Solutions, Florida's Premier Home Improvement Company, is growing at an incredible rate and looking for the right individual to lead our Fort Myers market. This is a HUGE opportunity to the right person, and while being a very demanding position with huge responsibil ...
-
Sales Consultant
3 weeks ago
Mercedes Benz of Lancaster East Petersburg, United States**Join Our Dynamic Sales Team and Drive Your Career to New Heights** · Are you ready to become a superstar Sales Consultant in the automotive industry? Look no further We're on the lookout for passionate individuals to join our team and take the wheel on selling the finest select ...
-
Sales Consultant
2 weeks ago
Dimmitt Automotive Group Clearwater, United States**Company Description**: · If you are looking for an exciting opportunity to experience both professional and personal growth the Cycle Springs Powersports, LLC., the newest division of Dimmitt Automotive Group, is the place for you We are proud to promote a work environment that ...
-
Cashier
2 weeks ago
Thacker Ace Hardware Petersburg, United StatesThacker Ace Hardware · General Summary · The Cashier is responsible for register transactions involving the sale and/or return of merchandise. · Essential Duties & Responsibilities · Include the following. Other duties may be assigned. · Customer Service · Project a positive repr ...
-
Inside Sales Rep
2 weeks ago
Lincare Inc. Clearwater, United StatesThis employee increases revenue by responding to incoming and/or initiating outgoing customer inquiries; using company resources, policies, and procedures to provide complete, accurate data. · - Ensure patient contact is handled with accuracy and operational effectiveness · - Pro ...
-
Sales Account Manager
2 weeks ago
Harmony Health LLC Saint Petersburg, United States**Job Title**: Sales Account Manager · **Location**: St. Petersburg, FL · **Company**: Harmony Health · Are you a driven sales professional with a passion for building and managing client relationships? Join our dynamic team as a Sales Account Manager at Harmony Health in beautif ...
-
Retail Sales Associate
2 weeks ago
Event Network, LLC Clearwater, United States**YOUR FUTURE BEGINS AT THIS PREMIER DESTINATION** · We believe _The Experience_ matters. Be a part of this fascinating must-see cultural destination located in Boston - where visitors immerse themselves in this aquarium's treasures and experience an adventure one can only imagin ...
-
Assistant Store Operator
2 weeks ago
7-Eleven, Inc. Saint Petersburg, United StatesOverview: · As a 7-Eleven Assistant Store Manager for a Franchisee you will have the opportunity to create and maintain an exceptional store experience for your franchisee's guests. From coaching and training your franchisee's employees, to making sound operational business decis ...
Mortgage Sales Assistant - St Petersburg, United States - Raymond James Financial Incorporated
Description
Job Summary
With limited direction, assists multiple Mortgage Consultants (MC's) in all aspects of the loan application and assists through the mortgage loan process through closing, funding, and sale.
Essential Duties and Responsibilities
Knowledge, Skills, and Abilitie
Knowledge of
Skill in
Ability to
Educational/Previous Experience Requirements
Licenses/Certifications
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.