Sales & Project Management Support
• Assist the National Sales Manager with ongoing sales initiatives, timelines, and deliverables
• Track project milestones, prepare status updates, and help coordinate across internal teams
• Support preparation of presentations, reports, and internal sales documentation
Lender Support & Renewals
• Support lender renewal processes by organizing data, tracking accounts, and preparing renewal materials
• Assist with lender communications, follow-ups, and documentation to ensure a smooth renewal experience
• Analyze lender activity and performance trends to identify renewal risks and opportunities
Salesforce Modernization & CRM Optimization
• Support the modernization and optimization of Salesforce, including data cleanup, reporting, and workflow improvements
• Assist in building dashboards, tracking KPIs, and improving visibility into the sales pipeline
• Collaborate with sales and operations teams to improve CRM adoption and data accuracy
Analytical & Operational Support
• Conduct market, lender, and sales performance analysis using Excel and internal tools
• Help identify process inefficiencies and propose practical, data-driven improvements
• Support ad hoc analytical projects related to sales strategy, operations, and growth initiatives
Qualifications Required
• Currently pursuing a Bachelor’s degree in Business, Finance, Real Estate, Data Science, or a related field
• Strong analytical and organizational skills with high attention to detail
• Proficiency in Excel; comfort working with data and financial information
• Strong written and verbal communication skills
• Ability to manage multiple priorities and meet deadlines
Preferred
• Interest in real estate finance, lending, or financial services
• Experience with CRM systems (Salesforce experience is a plus, not required)
• Exposure to financial analysis, market research, or property management
• Comfortable working independently while collaborating with senior leadership
What the Intern Will Gain
• Direct mentorship from the National Sales Manager
• Real-world experience in sales operations, lender relationships, and CRM systems
• Exposure to national sales strategy within a growing financial services company
• Practical experience that bridges finance, real estate, data, and technology
• A strong foundation for future roles in sales, real estate finance, analytics, or operations
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.