What are the responsibilities and job description for the Client Services Coordinator position at Thrive?
Key Responsibilities :
Client Education : Handle inbound calls to provide potential clients with information about our loan programs and their benefits, delivering exceptional customer service.
Client Onboarding : Facilitate a seamless transition from pre-approval to active borrower status. Collaborate closely with MM Lending teammates to ensure clear communication and a smooth client experience.
CRM Management : Maintain and update the customer relationship management (CRM) database with accurate and up-to-date client information, ensuring data integrity.
Scheduling Coordination : Organize and schedule meetings, appointments, and events for the business development team, ensuring efficient use of time and resources.
Administrative Support : Perform general administrative tasks, including data entry. Maintain an organized and professional office environment to support team operations.
Desired Attributes :
Organizational Excellence : Strong organizational skills with keen attention to detail, ensuring tasks are completed accurately and efficiently.
Team Collaboration : Proven ability to work effectively with team members, fostering a positive and cooperative work environment.
Strong Communication : Exceptional interpersonal and communication skills, with a friendly and professional demeanor in client interactions.
Critical Thinking : Logical and analytical thinker with strong problem-solving skills, capable of managing complex situations and making sound decisions.
Qualifications :
Proven experience as an office manager, administrative coordinator or in a similar technical role.
Strong analytical skills and attention to detail.
Ability to communicate technical information clearly and concisely.
Proficiency in MS Office applications.
High degree of accuracy and commitment to excellence.
Ability to work independently and manage multiple tasks simultaneously.
What We Offer :
Competitive salary and benefits package.
Opportunities for professional development and growth.
A supportive and collaborative work environment.
Recognition and rewards for exceptional performance.
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