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NightOwl Consulting·Philippines·4 авг.
Sales Assistant
4 167 – 5 000 $
≈ 360,8 тыс.–432,9 тыс. ₽
🌍 УдалённоБез опытаПолная занятость🌐 Глобал
Платят на 144% выше медианы грейда.
Наша компания
Sales Assistant Department: Operations
О роли
Employment Type: Full Time Location: Client
Чем предстоит заниматься
Take the intake questionnaire live on the phone while speaking with the lead
Schedule and confirm initial loan consultations on the calendar
Set 20 appointments per week for the Loan Officer
Confirm 100% of appointments 24 hours in advance so no one is left guessing; handle and re-book no-shows
Send loan applications promptly and track them through to completion, no lead falls through the cracks
Coordinate appointments with third parties as needed: realtors, financial planners, title companies, insurance agents, CPAs, and attorneys
Manage the inbox daily using the Delete, Defer, Do, Delegate framework
Ensure all emails are actioned same day; flag anything requiring personal attention
Draft and send email responses where appropriate
Own and maintain the calendar, schedule, protect, and de-conflict time
Maintain an organized inbox at all times and manage all incoming correspondence
Communication standard: respond to internal messages the same business day and to borrower/partner messages within 24 hours. Copy the appropriate team members (and, once a file is live, the team) on borrower and partner emails, and route calls and texts through the team's communication platform so activity is logged and visible
Maintain lead tracking in the CRM, ensure all contact information (name, phone, email) is current and accurate
Keep the lead & appointment pipeline and tracking documents up to date
Track every lead from first contact through appointment scheduled, no lead falls through the cracks
Ensure all systems are aligned and the team always knows the current status of every lead and active file
Provide a daily view of who needs to be called, followed up with, or actioned
Наши требования
Excellent organizational skills
Strong attention to detail
Confident and professional phone communication skills
Clear English with a minimal accent
Experience using Google Workspace, including Google Sheets, Calendar, Gmail, Docs, and Drive
Comfortable making outbound calls to leads, clients, and business partners
Able to manage multiple tasks and stay organized in a fast paced environment
Positive and professional attitude
Self motivated and able to work with minimal supervision
Reliable and dependable
Able to work well under pressure and meet deadlines
Experience using a CRM or lead management system
Previous experience using a phone or dialer system
Experience with mortgage software or loan origination systems is a plus (training will be provided)
Мы предлагаем
₱50,000 - ₱60,000 / month
Description
The Admin LP1 / Executive Sales Assistant owns lead management, appointment setting, calendar, and day-to-day operational support. This role is the first point of contact for new leads and communicates directly with new leads, active prospects, clients, and business partners every day and must professionally represent the team at all times
This is a phone-first, proactive role, not a back-office tracking seat. The LP1's core job is speed and appointments: reach every new lead fast, walk them through the intake questionnaire by phone, and get qualified consultations onto the calendar. It requires extraordinary communication skills, strong time and priority management, high attention to detail, and superb organization. The highest-priority focus areas are (1) speed-to-lead and appointment setting, (2) email and calendar management, and (3) system/CRM accuracy with a clean handoff into the loan process
Above market salary
HMO on Day 1 for principal and two dependents
Government-mandated benefits
Performance-based Incentives
Quarterly Company Events
1,000 PHP De Minimis
Equipment and software provided
Технологии и навыки
NightOwl Consulting
Philippines
ГрейдБез опыта
ЗанятостьПолная занятость
РегионФилиппины
ФорматУдалённо
ИсточникСкрыто
Опубликовано4 авг.
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