What are the responsibilities and job description for the Customer Retention Specialist position at A&D MORTGAGE?
Job Details
Description
We are looking for motivated and well-spoken candidates to join our sales team. The customer retention specialist will be responsible for developing new leads, communicating with customers, understanding their needs, and ensuring a smooth sales process. You should be able to close sales and meet targets. No experience? No problem! We provide paid, comprehensive training and ongoing mentorship to provide you with all the tools needed for this role. To be successful as a customer retention specialist you should be able to build instant rapport and achieve customer satisfaction. A top customer retention specialist should also be very competitive and a good listener.
Duties & Responsibilities
- Calling potential clients
- Building and maintaining long-term relationships with mortgage broker accounts
- Educate brokers on A&D Mortgage’s products and policies & procedures to ensure all loan files are complete and within guidelines
- Acting as your client's go-to resource for guidance and solutions
- Delivering up-to-the-minute information about the latest products, resources, and industry updates
- Championing your brokers and striving to make every loan a success story
- Building and managing a strong pipeline of loans to meet and exceed sales goals
- Monitoring the performance of accounts in your pipeline
- Tracking contacts in the company’s CRM
- Maintains sales contact, pipeline, and other pertinent sales activity reports
- Adds value by working directly with brokers and loan officers on marketing programs
- Stay abreast of underwriting guidelines and program changes
- Provide ongoing service and support to brokers
- Performs other related duties as assigned
Qualifications
Knowledge and Skills Required
- Excellent verbal and written communication skills
- Extremely proficient in Microsoft Office Suite or related software program
- Organized with great attention to detail
- Ability to learn quickly and adapt to change
- Excellent customer service skills
- Ability to act as a team player
