- Solicit New Business: Proactively identify and cultivate relationships with brokers to secure loans, ensuring consistent growth in the company’s client base.
- Client Relationship Management: Serve as the primary point of contact for brokers, acting as a trusted resource for all questions related to the mortgage industry and Lendz
- Customer Service Excellence: Deliver outstanding client service by promptly addressing loan status inquiries and resolving any issues during the loan process.
- Operational Collaboration: Partner with the operations team to facilitate the successful submission, processing, and closing of loans as needed.
- Client Training & Support: Provide brokers with training and conduct informational meetings.
- Rate Lock Monitoring: Stay vigilant on expiring rate locks and ensure timely communication with brokers.
- Represent the Brand: Be a champion of the Lendz experience—delivering consistent, exceptional service that drives loyalty and repeat business.
SalesforceMS OfficeAccount Management