Communicate in all directions in a manner that is positive, productive, and supportive of teamwork, innovation, and collaboration.
September 20, 2022
Manage all customer account and contact information, sales call notes, and rate quote documents as well as any other customer interaction information through a Logistics Operations System & CRM Tool.
December 18, 2022
Adhere to all company policies, procedures, and guidelines, such as the Code of Conduct, assigned work schedules, and attendance requirements.
December 29, 2022
Develop and maintain thorough knowledge of the insurance marketplace, products and services, developing productive business relationships with key insurance underwriters.
January 25, 2023
Assist in the preparation and review of training materials and other communications to ensure business units meet maintain compliance requirements as well as help to educate internal clients on changes in rules and regulations and their implications for our business.
January 30, 2023
Demonstrate advanced product knowledge of FHA, VA, Conventional and other loan programs such as Home Equity Lines of Credit, 2nd Mortgages, Home Improvement, down payment assistance and bond programs.
January 31, 2023
Building and maintaining ongoing relationships with clients including scheduling and attending meetings and understanding the nature of clients' businesses.
April 24, 2023