Mortgage Sales Assistant

Posted 7 Days Ago
Be an Early Applicant
Phoenix, AZ
Hybrid
Entry level
Fintech • Real Estate
Valon is your financial wellness platform. We remove the stress of your finances so that you can be your best self!
The Role
The Mortgage Sales Assistant will support Mortgage Loan Officers by making follow-up calls, transferring leads, and assisting with sales administration, ensuring excellent customer service.
Summary Generated by Built In

About the Company

Valon’s mission is to empower every homeowner. We believe the journey of home ownership starts when you get your keys, but lasts far beyond. We’re creating a world where home ownership comes with ease, security, and financial know-how. Our growing team of engineers, operators, product enthusiasts, and experienced servicing professionals are leveraging technology to fundamentally improve the homeownership experience. Through mortgage servicing—the process of paying off one’s mortgage—Valon is taking the first step in transforming the industry one homeowner, and lender, at a time.

Lending at Valon

Valon is scaling up its mortgage lending business, which aims to provide Valon homeowners the ability to access low-cost, streamlined mortgage loans and give Valon partners tools they need to retain customers. As a member of the Lending Department, you will make it faster, easier, and cheaper for homeowners to get loans by reinventing the homeowner’s journey. We are looking for experienced and innovative individuals who are eager to transform the mortgage industry for the better by building our team and business.

About this Role

The Mortgage Sales Assistant will make routine follow-up calls to prospective Lending customers, take inbound calls from prospective Lending customers, and assist Lending Sales Managers with general Sales management administration. This individual will be responsible for providing best-in-class customer service to support Valon’s strategic goals. The primary objective of this role will be to support our Mortgage Loan Officers in recapturing future purchase and refinance loans for customers with mortgages within Valon’s servicing portfolio, strengthening customer and investor relationships.

Responsibilities

  • Conduct routine follow-up outreach to prospective Lending customers and transfer warm leads to licensed MLOs. This includes providing general explanations, information, and descriptions in response to customer inquiries.
  • Answer inbound calls from Lending customers and transfer warm leads to licensed MLOs
  • Assist Lending Sales Management with general Sales administration

Ideal Background

  • Bachelor’s degree or equivalent work experience
  • Strong communicator with excellent writing abilities
  • High integrity with strong ethical values
  • General understanding and familiarity with Mortgage Industry
  • Team player with ability to work effectively with cross-team members
  • Eager to join a highly dynamic team and play a role in a high-growth, transformative project

Nice To Have

  • Experience with industry technology (e.g. DU, LP, Encompass, CRM)
  • Experience in a customer-facing customer service environment, ideally in the mortgage industry

Benefits

  • Compensation: competitive salary and the option to partake in our performance bonus program and 401k plan
  • Health & well-being: we’ll invest in your physical and mental well-being with comprehensive medical, dental, & vision benefits, a One Medical membership, and a Talkspace subscription to provide mental health support
  • Food & meals: in-office snacks and drinks, Bagel Fridays, and regular food trucks on premise
  • Commuter benefits: We offer pre-tax deductions for public transportation, rideshare services, and parking expenses to make your commute more affordable and convenient.
  • Grow together: Company-wide orientation for you to successfully onboard alongside other learning and development opportunities, including regular review cycles that feature 360 degree feedback
  • Play together: quarterly budgets for team and company outings. Use it for team swag, cooking classes or team dinners!
  • Generous time off: 17 days paid time off, sick days, and 11 company holidays 

Throughout the interview process, please remember that emails will only be from valon.com emails. We won't ever be asking for any personally identifiable information during the interview process itself. Please reach out to [email protected] if you have any requests to verify the authenticity of an outreach.

 

Valon is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. Valon makes hiring decisions based solely on qualifications, merit, and business needs at the time.

Top Skills

CRM
Du
Encompass
Lp
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The Company
HQ: New York City, NY
320 Employees
Hybrid Workplace
Year Founded: 2019

What We Do

Valon’s mission is to champion homeowners on their financial journey as the partner they can trust with their home and future. We bring simplicity, dependability, and humanity to homeownership. We are a growing team of engineers, operators, product enthusiasts, and experienced servicing professionals who are leveraging technology to fundamentally improve the homeownership experience. Through mortgage servicing, the process of paying off one’s mortgage, Valon is taking the first step in transforming the industry one homeowner, and lender, at a time.

Why Work With Us

We're rewriting the script of the antiquated mortgage servicing industry by building modern solutions that put homeowners first. We’re a growing, curious, and humble team with a tech-centric culture. Valonians are data-driven, quick thinkers who believe in transparency, ownership, and a healthy dose of scrappiness!

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