Responsibilities: * Communicate effectively with clients and team members * Analyze financial data using Excel * Manage administrative tasks efficiently * Process mortgage applications via phone calls Sales incentives Job/soft skill training
Resp. * Collaborate with clients on financial planning strategies * Analyze finances using Excel & communicate findings clearly * Manage end-to-end mortgage applications with lenders and internal teams Manage mortgage applications, start to close Sales incentives Job/soft skill training
Responsibilities: * Manage mortgage portfolio, analyze data, prepare reports. * Provide exceptional customer service through telephone communication. * Collaborate with team on business operations and account management.