Sales Admin Assistant Use Case

Sales Admin Assistant
Use Case

A NOC Sales Admin Assistant is trained to support you! Increase your
productivity and business by having a sales admin take care of time consuming tasks. From appointment scheduling to prioritization, an
administrative assistant trained in the mortgage basics will
revolutionize how you work at a no-brainer price.

objective of the role

The NOC Sales Admin Assistant supports the entire sales team, enabling LOs to be more productive
and proactive. Trusting that nothing will fall through the cracks cannot be overstated or overvalued.

key responsibilities

Business and personal communications (email drafts, letters, etc.).
Outlook calendar management and scheduling.
Anticipate the needs of the EVP and proactively manage personal tasks.
Answer and make calls to clients in our database, realtors, referrals, and past clients with proven scripts to deliver high-quality customer service.
Provide administrative support to the Executive Operations department, including daily reporting, scheduling, correspondence, and other clerical duties.

Additional TASKS

Email Management:
- Monitor EVP’s Email.
- Monitor other team member’s emails during busy times.
- Move emails to designated folders.
- List important emails and emails that need immediate action.
- Send daily reminders every morning.
- Send an end-of-the-day report.
Send Reports:
- Weekly reports – every Friday.
- End of day report.
Calendar Due Date Reminders:
- Schedule meetings.
- Categorize EVP’s Calendar.
- Register EVP in webinars he/she is interested in.
Meeting Preparation:
- Prepare minutes of meetings.
Data Management:
- Update the Lead Tracker.
Client Interaction:
- Send gifts to funded clients.
Loan Process:
- Reviews approval and proactively requests third-party conditions.

One Time Onboarding Fee

$1,500

Average Monthly Cost

$1,000 - $1,500

What Our Clients Say

The NightOwl team has been a welcome addition for our business. We no longer have to worry about support challenges and our business has grown as a result. I couldn't imagine life without them at this point and highly recommend them to anyone considering their services.

Shey (and NightOwl) have truly changed the way we look at offshore talent. It’s an incredible thing you all do and I’m more than thankful we were able to find Shey! She’s become not only an assistant for me, but a friend as well. It’s been so cool to learn about her culture and her day-to-day life.

Hi guys!! just wanted to stop in to let you know that Shara is really doing amazing!!! as of recently, we took on a new transitioning LO and she has been pumping out at least 8-10 disclosures a day on top of all the junior processing stuff! She's doing amazing! just wanted to share! Honestly, I’d be lost without her!

We love all of them. No complaints, just love.

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NightOwl Consulting partners with businesses to build and grow their international teams. Our mission is to connect companies with world-class talent with the vision to build a global family that aspires to reach its highest potential.