Company Description Stone Oak Capital Group LLC is a commercial real estate lending firm focused on addressing inefficiencies in the CRE market and meeting the demand for fast, flexible capital. Founded in 2020, the company uses a fully integrated, institutional-quality platform to quickly analyze, structure, and close loans for borrowers nationwide.

Through a discretionary fund structure, Stone Oak Capital Group offers customized financing solutions with competitive rates and flexible terms across a wide range of property types. The firm provides term and bridge loans from $500,000 to $150,000,000+ for non-owner occupied properties, supporting transactions such as purchases, construction, and refinancing. Team members work in a dynamic environment that emphasizes reliability, speed, and tailored client service.

Role Description The Sales Assistant role is a full-time, remote position supporting the sales team in daily operations and client interactions.

Responsibilities include managing inbound inquiries, responding to prospective borrower questions, and scheduling calls or meetings for sales representatives.

The Sales

Assistant will help prepare presentations, update CRM records, track deal progress, and coordinate documentation needed for loan origination. This role also involves maintaining organized sales reports, assisting with follow-up communications,



and collaborating with internal teams to ensure a smooth client experience throughout the lending process. The position requires consistent, skilled communication and proactive support of sales activities to help drive new business and strengthen client relationships.

Qualifications

- Strong interpersonal skills and customer service abilities to build rapport with clients and support positive borrower experiences.
- Clear and professional communication skills, both written and verbal, for handling inquiries and coordinating with internal teams.
- Foundational sales skills, including comfort with outreach, follow-up, and supporting deal pipelines.
- Solid organization skills for managing schedules, tracking documentation, and maintaining accurate CRM and sales records.
- Proficiency with office productivity tools and CRM or sales software; ability to learn new systems quickly.
- Attention to detail and reliability in handling time-sensitive information and client requests.
- Ability to work independently in a remote environment while collaborating effectively with a distributed team.
- Previous experience in sales support, customer service, or real estate/financial services is preferred but not required.
- Associate or bachelor’s degree in business, finance, communications, or a related field is beneficial.

📌 Sales Assistant (West Vancouver)
🏢 Apricot Media Production
📍 West Vancouver