Client Support Representative

Location: Remote
Compensation: To Be Discussed
Reviewed: Wed, May 07, 2025
This job expires in: 13 days
Salesforce LQB Broker Portal Webinar Training

Job Summary

A company is looking for a Client Support Representative to guide and train customers on using the broker portal and navigating the loan process.

Key Responsibilities
  • Serve as a vital link between brokers and the operations team
  • Support brokers with technical inquiries regarding the loan submission process
  • Lead and facilitate engaging webinar training sessions for new brokers
Required Qualifications
  • High School degree or equivalent
  • Some knowledge and working history within the mortgage/lending industry
  • Ability to perform tasks with minimal supervision
  • Professional phone skills
  • Desire to take personal responsibility to complete tasks
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