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HM Cons Direct Sales Asst

Customer Service and Call Center

Plano, Texas

Description

The Sales Assistant is responsible for completing various tasks which creates efficiencies for the sales team and managers. The assistant ensures new loans meet quality standards and follow up with customers to collect appraisal fees. The sales assistant must be equipped to handle general customer objections and answer basic questions. This role is responsible to move loans from the initial application phase into operations where the loan will be fulfilled. The position will also handle a number of administrative tasks so of which help support the time sensitive needs of the management staff. As new processes are created throughout the division, the sales assistant reviews the policy and determines the appropriate way to implement the policy to our team.

Qualifications

• BA /BS degree preferred

• 1 years of sales experience in financial services preferred

• Ability to work independently and successfully in a team environment

• Experience working in a call center environment

• Superior organization and time management skills

• Demonstrated ability to handle multiple tasks efficiently in fast environment

• Effective written and verbal communication skills essential

• Capable of delivering results within specified timeframe

• Proficient PC skills, including MS Office experience

• Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS

Hours & Work Schedule 

Hours per Week:  40

Schedule: Monday-Friday

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Benefits

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

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Awards We've Received

2023

Age-Friendly Institute's Certified Age-Friendly Employer

2025

The Banker's
US Bank of the Year

2025

Dave Thomas Foundation’s Best Adoption-Friendly Workplace

2025

Disability:IN Best Places to Work for Disability Inclusion

2025

Human Rights Campaign Corporate Equality Index 100 Award

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