Wholesale manager vs national sales assistant

Differences between wholesale manager and national sales assistant duties and responsibilities

Wholesale manager example responsibilities.

• Manage QuickBooks including invoicing, accounts receivable and data entry.
• Assist with underwriting of conventional, FHA and portfolio mortgage loans.
• Surmount tumultuous economy by maintaining steady income, retaining customers, and realizing exponential sales growth by creating realistic customer expectations.
• Review conditions as stipulated by UW and internal policy to ensure broker and AE understand what is required to meet/clear conditions.
• Surmount tumultuous economy by maintaining steady income, retaining customers, and realizing exponential sales growth by creating realistic customer expectations.

National sales assistant example responsibilities.

• Manage RFP process to make sure all CCO proposals are consistent with each client's goals and image.
• Expand CRM database (Ultra-STAFF/ABD) by cultivating client relationships.
• Maintain a proprietary CRM system tracking opportunities, quotes, appointments, orders, and project completion.
• Create PowerPoint presentations for use during sales meetings/presentations.
• Prepare engaging PowerPoint presentations to expand client base through new business opportunities.
• Facilitate productive office environment, process payroll using QuickBooks software, set appointments and suggestively sell base on customer need
Show more