Job Description
•Manage CRM (BNTouch): Efficiently utilize the BNTouch CRM system to maintain and update client information, track interactions, and manage leads.
•Send Out Loan Applications: Prepare and distribute loan applications to potential clients in a timely and accurate manner.
•Take Mortgage Applications: Assist clients in completing mortgage applications, ensuring all necessary information is collected and accurately recorded.
•Take Phone Calls: Handle incoming phone calls professionally, addressing client inquiries and providing excellent customer service.
•Use Mortgage Origination System (Arive): Utilize the Arive mortgage origination system to process and manage mortgage applications, ensuring compliance with all relevant regulations and standards.
Skill Set
•CRM Experience: Prior experience with CRM systems, particularly BNTouch, is essential. •Exceptional written and verbal communication skills in English. •Ability to Work Weekends: Availability to work on weekends as needed.