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Client Support Representative

Posted 18 days agoViewed

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📍 Location: United States

💸 Salary: 41600.0 - 45760.0 USD per year

🔍 Industry: Mortgage/Lending

🏢 Company: JMAC Lending👥 101-250Financial ServicesVenture Capital

🗣️ Languages: English

Requirements:
  • High School degree or equivalent
  • Some knowledge and working history within the mortgage/lending industry
  • Strong speaking and listening skills
  • Ability to perform focused work with close attention to detail
  • Display effective interpersonal skills sufficient to build positive, productive and effective professional working relationships
  • Excellent oral & written communication skills
  • Professional, upbeat & courteous phone skills
  • Desire to take personal responsibility to complete tasks & solve problems
  • Ability to perform tasks & complete projects with minimal supervision
Responsibilities:
  • Serve as a vital link between brokers and our operations team
  • Support brokers with technical inquiries concerning imports, registrations, disclosures, uploads, pre-lock processes, and loan submissions
  • Ensure clients are included in the daily rate sheet distribution
  • Provide assistance to brokers through various online platforms including Client Support, Live Chat, Phone, or Email
  • Lead and facilitate engaging webinar training sessions to onboard new brokers and potential prospects
  • Communicate effectively with and assist customers, guiding them through the broker portal and the loan process
  • Uphold the confidentiality of all employee and company information
  • Set up and continually manage broker information in Salesforce and LQB (LOS System)
  • Enhance the Broker department's efficiency by establishing new client logins
  • Identify opportunities and challenges, taking proactive measures to resolve issues or seize opportunities
  • Be prepared for potential overtime as needed
  • Execute other assigned duties as required
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