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Sales Associate
Location : Florida, Miami
Refer job # BORQ340595
 
Job Responsibilities and Requirements: Description: Managers, and Operations partners. Must have sound communication, organization, and Microsoft Office skills. Customer facing communication includes call screening and routing, but will not include taking an application. Must be able to achieve a thorough understanding of the loan origination process, regulatory requirements and CFI/LOIS/CitiWorks platform to performproduction tasks including but not limited to Federal disclosure requirements and RESPA Changed Circumstance evaluation and re-disclosure. Sales Assistant must be able to adapt to a changing work environment as responsibilities may be modified based on business need. Sales Assistant processes are defined and prioritized with input by the Sales Managers to ensure alignment withBusiness objectives and NPS focus .Position Responsibilities: Answering, routing, or handling inbound sales leads efficiently and with a high level of clientsatisfaction. Production support functions that aid retail sales partners in fulfilling loan requirementsincluding but not limited to making outbound follow-up calls to clients, regulatory disclosuresupport as deemed necessary by individual channels, miscellaneous credit report requirements,and channel reporting needs. Miscellaneous and/or immediate support needs as identified by management; includes urgentregulatory pipeline scrubs, re-disclosures, fee reconciliations, etc.
 
 
 
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