potential home loan clients, through lead providers (agents and originators) and through personal marketing then asking for the business 5. Maintain customer contact and Follow-up Update the client on every step of questions from clients accurately and clearly Keep in contact with the client even after LOA has been signed
potential home loan clients, through lead providers (agents and originators) and through personal marketing then asking for the business 5. Maintain customer contact and Follow-up Update the client on every step of questions from clients accurately and clearly Keep in contact with the client even after LOA has been signed
systems to improve commercial outcomes, such as a new agent portal or new data pipelines for core credit analytics
Excellent communication skills Strong network/social contact Strong presentation skills Analytical thought process
Excellent communication skills Strong network/social contact Strong presentation skills Analytical thought process
Should a suitable opportunity arise, we will contact you and request your permission to submit your
Manage the entire sales process, from initial contact and needs assessment to negotiation, proposal creation
suitable opportunity arise in the future, we will contact you and request your permission to submit your
marketing events Function as a primary point of contact for clients in the financial planning process.
marketing events Function as a primary point of contact for clients in the financial planning process.