What are the responsibilities and job description for the Broker Representative / Documentation Specialist position at GenConnect Recruiting and Consulting?
Broker Representative / Documentation Specialist located in Nashville, TN
Key Objectives:
o Move broker deals through the system quickly and efficiently
o Broker Management: communicate effectively with internal operations, customers, and brokers throughout entire deal process
Responsibilities
o Front End
- Enter and Verify Applications into Salesforce as they come in from sales source or track deals that come in through Salesforce
- Pull credit on guarantors and businesses to include Equifax, PayNet, and LexisNexis
- Upload and organize all pertaining documents to the repository in Salesforce
- Submit deals to credit
- Enter information as needed into Salesforce
o Follow up
- Once approved, communicate with sales or broker of status
- Request and obtain from sales or broker any missing items needed prior to printing customer documents
- Generate documents for brokers
- Be able to identify, track, and clear exceptions through communication with brokers, sales, and customers on missing or needed document items through funding
Measurements and Responsibilities
o Enter new deals within two hours of reception
o Maintain a list of on-going deals to include status and missing items
o Maintain high satisfaction of customer and broker service
o Attend trade shows and other annual events upon request
Qualifications
- Proficient in Office Suite of products
- Effective communicator
- Detail oriented
- Salesforce experience preferred (not required)
- Ability to work cooperatively with others
- Highest character supported by strong references
Compensation Package
Competitive compensation package including base pay and competitive incentive plan; plus, 100% fully paid employer health care, dental, vision, life insurance, and a 401k plan with company match.
