Sales Support Associate, Vontive

$60-100k

Junior and Mid level
Remote in US
Vontive

Embedded mortgage platform for investment real estate

Open for applications

Vontive

Embedded mortgage platform for investment real estate

21-100 employees

FintechB2BMortgagesReal EstateFinancial ServicesSaaS

Open for applications

$60-100k

Junior and Mid level
Remote in US

21-100 employees

FintechB2BMortgagesReal EstateFinancial ServicesSaaS

Company mission

To build the connective tissue for investment real estate financing.

Role

Who you are

  • Bachelor’s degree in Business, Finance, or related field preferred
  • 2+ years of experience in a sales support, credit analysis, or marketing role, preferably within the lending or financial services industry
  • Strong organizational and multitasking skills, with attention to detail
  • Excellent communication and interpersonal skills
  • Ability to collaborate across teams, including sales, marketing, and underwriting
  • Ability to work in a fast-paced environment and meet tight deadlines
  • Benefits

What the job involves

  • The Sales Support Professional at Vontive provides essential support to the sales team, enabling them to operate efficiently and effectively
  • This role is crucial in managing administrative tasks, assisting in client communications, and supporting the overall sales process
  • You will work closely with Loan Officers, Sales Directors, and other team members to ensure that all operational and client-facing needs are met in a timely manner
  • Email Outreach Management: Assist with individual email outreach efforts, supporting the sales team's engagement with prospects through tools like Outreach and marketing email campaigns
  • Post-Closing Communications: Manage post-closing tasks, including sending instructions, surveying client satisfaction, and maintaining positive client relationships
  • Lead Prospecting Support: Help generate lead lists, assign territories, and assist in contacting and nurturing leads
  • Client Pre-qualification: Assist Loan Officers in pre-qualifying loan submissions by gathering and reviewing necessary client information
  • Lending Offer Support: Aid in the creation of lending offers in the Vontive portal, assist with securing credit policy exceptions, and participate in reviewing offers with clients
  • Pipeline and Task Management: Support Loan Officers by tracking borrower tasks, following up with clients to complete required documentation, and managing the loan submission process to underwriting
  • Loan Issue Resolution: Assist in resolving issues that arise during the underwriting process, ensuring smooth progress toward loan approval

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Company

Company benefits

  • Full health coverage
  • Unlimited vacation
  • Company 401(k)
  • Paid parental leave
  • Remote friendly
  • AD&D benefits
  • Fitness and wellness

Funding (2 rounds)

Apr 2022

$25m

SERIES B

Feb 2019

$8m

SERIES A

Total funding: $33m

Our take

Although steep rises in home prices have closed the market to many, those who own property have seen attractive returns, and investors have turned their attention to the property sector. But despite this alluring opportunity, they could be deterred by the outdated processes associated with property investment. Votive’s platform upgrades mortgage lenders with new tech to streamline their operations, and allow their customers easier access into investment real estate.

By embedding mortgage options at the point of sale, Vontive removes the need to seek credit elsewhere, and makes it more likely that the investment will be completed. Also, the company is taking a two-prong approach in serving both “retail partners”, such as banks and B2C brands, and “capital partners”, the lenders.

Funding is being channeled into Vontive's engineering team, creating its debt marketplace, expanding its B2C partners, and providing additional mortgage products. In 2022, Vontive crossed the $1 billion threshold for properties financed using its services, indicating its continued strength.

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Steph

Company Specialist at Welcome to the Jungle