Posted:1 week ago|
Platform:
Work from Office
Full Time
HybridShift Timing as per project requirement. Working on Indian Holidays will be as per requirement.
Lead / Client Follow-Up, Appointment Management, Supporting Document Management, Create Diary NotesClient setup, strong organisational skills, effective email communication, active listening, accurate notetakingOrder & Track Valuations, Order & Track Pricing Requests, Produce Funds to Complete Table, Order & Interpret Equifax ReportsLoan scenario understanding, organisational skills, task management in CRM, understanding refinance & purchase figures, experience reading credit filesData Entry (Mercury), Data Entry (Apply Online), Email Scenarios to Customers (Structure / Proposal)Application preparation, accuracy in data entry, understanding refinance & purchase structures, effective written communicationLodge & Track Discharge Forms, Formal Approval & Solicitor Letters, Funds to Complete Confirmation Emails, Document Issuance & Tracking, Settlement Management, Post-Settlement TasksSettlement management, client retention, organisational skills, CRM task management, ability to populate & review templates for customer communication Training will be provided as required
PIERIAN
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