- Engage with inbound leads to provide compliant information and understand homeowner circumstances.
- Serve as a single point of contact throughout the investment process by providing status updates and requesting documentation.
- Manage a high volume of daily calls while keeping applications moving.
- Coordinate with processors and underwriters to ensure efficient workflows.
- Maintain application data in Salesforce and proprietary tools.
- Meet and exceed monthly and quarterly sales goals.
- Stay current on the competitive landscape and contribute to process improvements.