Provide excellent and timely customer service, under the limited supervision and advice of the department Supervisor or Manager, by proactively informing clients of the status of shipments and referring clients to a higher-level authority when questions are beyond scope of responsibility.
July 10, 2021
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.
October 13, 2021
Develop and maintain thorough knowledge of the insurance marketplace, products and services, developing productive business relationships with key insurance underwriters.
November 09, 2021
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 11, 2021
Communicate in all directions in a manner that is positive, productive, and supportive of teamwork, innovation, and collaboration.
January 05, 2022
Adhere to all company policies, procedures, and guidelines, such as the Code of Conduct, assigned work schedules, and attendance requirements.
January 16, 2022
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 21, 2022