We're searching for a Sales Support Partner to help Sales focused associates navigate systems, workflows, and day-to-day production needs. The role has two significant components: guiding new Loan Officers during their first 90–120 days and supporting existing Loan Officers with quick questions, workflow gaps, and light production support.
Requirements
- Serve as the primary point of contact for new production staff during their onboarding and early production
- Guide Loan Officers through systems, workflows, and daily expectations
- Reinforce training content by answering follow-up questions and translating concepts into practical application
- Direct new Loan Officers to the appropriate departments to resolve issues and avoid delays or silos
- Track common questions, identify gaps in onboarding, and communicate feedback to Production Support and Training
- Support both initial and ongoing adoption of all sales technologies, workflows, and tools through coaching and reinforcement
- Assist with generating and updating relevant job aids, how-to guides, and internal learning tools
- Act as an admin for our CRM and POS platforms
- Provide light production coverage for branches when an LOA or Production Support associate is out
- Support onboarding and offboarding of users within Production Support systems when necessary, ensuring accurate data integrity
- When needed: assist on projects related to the selection, design, testing, and rollout of new software or workflow updates
- Help facilitate workflow discussions, testing cycles, launch readiness, and early-stage feedback loops
- Monitor workflow efficiency and identify opportunities to decrease turn times, improve data quality, and reduce friction for the field
- Partner cross-functionally with Operations, Training, Secondary, IT, and Compliance to resolve incidents end-to-end, including research, testing, and follow-through
- Stay current on mortgage industry trends, guidelines, and best practices
- Other duties as assigned
Benefits
- Eligible associates (and their families) have the option to enroll in medical, dental, and/or vision coverage
- Basic Life/AD&D insurance for eligible associates as well as a Short-term Disability benefit
- Additional Voluntary Life/AD&D, Long-term Disability benefits and Legal/ID protection plans paid for by the associate
- Associates are automatically enrolled in Evergreen’s 401(k) plan
- Personal Time Off (PTO) of up to 13.34 hours may be earned monthly
- 9 paid holidays each year
- Paid voluntary day of work
- Company matching on charitable donations
- Mortgage loan benefit
