Sales Support Specialist
Job Summary
Assisting Account Executives in the field, the full-time Sales Support Specialist will connect clients with appropriate resources, manage dormant accounts, and aid in customer service escalations while working remotely.
Key responsibilities
- Deliver welcome calls to clients and provide support for TPO portals and login credentials
- Utilize CRM to identify and reactivate dormant accounts
- Assist with loan-level support, including managing the pipeline and restructuring files
Required qualifications
- 3 years of mortgage industry experience
- Familiarity with Encompass
- CRM management skills
- Proficient in Excel
Complete Job Description
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