Related skills
crm pipeline management loan documentation encompass velocify๐ Description
- Performs admin duties for the Sales team, including calls, docs, and fulfillment.
- Manages sales pipeline to ensure compliance and disclosures.
- Handles inbound/outbound calls to customers seeking a loan.
- Gathers loan documents, including customer-executed forms.
- Prepares files for submission; coordinates with Operations to close loans.
- Provides excellent customer service with timely follow-up.
๐ฏ Requirements
- High School diploma or GED.
- 2 years of completed college coursework at an accredited institution.
- 4-year degree highly preferred.
- Experience with Encompass and Velocify a plus, not required.
- Self-motivated and achievement-oriented.
๐ Benefits
- Medical, dental, vision, life; 401K match; PTO; sick time; holidays; remote work.
Meet JobCopilot: Your Personal AI Job Hunter
Automatically Apply to Sales Jobs. Just set your
preferences and Job Copilot will do the rest โ finding, filtering, and applying while you focus on what matters.
Help us maintain the quality of jobs posted on Empllo!
Is this position not a remote job?
Let us know!