Sales Assistant | RWM

Client : RWM (New Client)

Sales Assistant / Lead Coordinator

Position Overview

We are seeking a highly organized, proactive, and client-focused Sales Assistant/Lead Coordinator to support a top-producing team and drive efficiency throughout the lead-to-close pipeline. This role is critical in ensuring no opportunity is missed by owning lead management, database engagement, and pipeline hygiene, while helping to identify and convert opportunities within the loan officer's existing network. The ideal candidate is both operationally strong and sales-minded, with the ability to engage prospects, build rapport, and move leads toward application. Mortgage industry experience is preferred but not required.

Key Responsibilities

Lead & Pipeline Management
• Own intake, routing, and tracking of all inbound leads
• Maintain a clean, accurate, and up-to-date CRM/database
• Monitor pipeline stages and proactively advance opportunities
• Ensure consistent follow-up cadence across all prospects

Database Engagement & Opportunity Identification
• Analyze the loan officer's database to identify re-engagement opportunities (past clients, stalled leads, referral opportunities)
• Segment and prioritize outreach lists to maximize conversion
• Surface "quick win" opportunities and ensure timely action

Client & Prospect Communication
• Serve as a point of contact for prospects and clients throughout the early and mid-stages of the sales cycle
• Conduct outreach via phone, email, and text to nurture and qualify leads
• Schedule appointments and ensure a seamless handoff to the loan officer

Sales Enablement & Support
• Support marketing and outreach campaigns (email blasts, follow-up lists, event tracking)
• Track key metrics (conversion rates, response times, pipeline velocity)

Process Optimization
• Identify gaps in follow-up, lead tracking, and conversion workflows
• Recommend and implement improvements to increase sales efficiency
• Drive consistency in systems, tools, and reporting

Qualifications Required:
• Spanish-speaking
• Strong organizational skills with exceptional attention to detail
• Excellent written and verbal communication skills (client-facing role)
• Ability to manage multiple priorities and maintain follow-through
• Comfortable working with CRM systems and sales tools
• Proactive, self-starter mindset with a bias toward action

Required Skills

nCino CRM Total Expert CRM C1 English Level Go Hight Level CRM MortgageIndustry