Sr. Office & Sales Support Assistant

Whitinsville, Massachusetts
Jun 14, 2024
Jun 14, 2025
Full Time

We have a unique opportunity to join our Sterling Associates Team as our new Sr. Office & Sales Support Assistant.  We are a group of talented, professional individuals who are passionate about supporting our customers and team around the US.  We're looking for someone who thrives in a position where delivering exceptional service is expected, who gets excited about learning new things, and wants to work in an environment where no two days, or deals, will ever be the same.  If being a part of a strong team is what you've been looking for, come join us!

Position Overview

The Sr. Office & Sales Support Assistant will be responsible for performing a variety of clerical work to support the Sterling office staff.

Primary Accountabilities

  • Notifies customers of credit approval or rejection by generating and mailing applicable letters.
  • Builds databases to hold up-to-date customer and dealer information.
  • Assists in preparing final settlements and coordinates information to ensure loan closings are handled in a timely manner.
  • Assists with funding.
  • Interacts frequently with customers and sales staff to relay information pertaining to loan transactions.
  • Communicates with customers, insurance companies, brokers, marine surveyors, and various banks.
  • Forwards conditions of approval to the desired bank.
  • Requests and orders documentation from outside companies and vendors.
  • Obtains loan payoffs, seller information, and closing time schedules with sales staff to maximize customer service.
  • Primary backup for the Regional Sales Loan Manager when staff is unavailable or out of the office and may respond to customer inquiries as needed.
  • Assists customers with completing their loan documents, obtaining their first payment and account information with banks and credit unions.
  • Answers incoming phone calls and responds to the inquiry, transfers the call to the appropriate individual or takes a message as appropriate.
  • Other duties as assigned.

Knowledge, Skills, Education and Work Experience

  • High school degree required, 4-year degree preferred
  • 4 years business experience required
  • Must have excellent verbal, math, and customer service skills, possess clerical accuracy and be detail oriented
  • Strong interpersonal and teamwork skills are needed

About Sterling Associates

We are Sterling Associates, a team of dedicated individuals that make up a specialized bank service company that originates boat, aircraft, recreational vehicle, and manufactured housing loans for client lenders. Based in Whitinsville, MA we also have team members across the US.

About UniBank

We are UniBank, a team of civic-minded financial professionals and all-around great people working together to enrich people, businesses and municipalities across New England. We don't abide by the doctrine of big, national banks. What we believe is different. What we believe is unique. We believe in our community. And we believe in the people who live here. We believe in committing time and financial support to local nonprofits. We believe in finding innovative solutions for affordable housing, community development and independent business. And yet, we are bankers. We are a mutual bank, owned by its customers, dedicated to local service. We are technology leaders. Since launching our first online payment platform in 2003, we've never stopped delivering the most effective technology to our customers. We are a unique blend of consumer, civic and business banking with more than 150 years of history. We are an exception to the rule. 

We are unique. Unique to people. Unique to business. Unique to local government.

We are UniBank. Bank Different. Bank Unique. 

This position is subject to SAFE Act Registration Requirements.  Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a veteran or as an individual with a disability.

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