- Appointment Setting (calling new leads and books them an appointment with the broker)
- Knowledge in Nexus CRM, Salesforce, Zendesk, Slack, Zoho, Trello, Clickup, Microsoft Tools, and Google Suite
- Data entry in AOL and CRM
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- Completes Cash deck for clients Living expense summary
- Funding position, Product Comparison, and Borrowing capacity
- Quickli
- Knowledgeable Microsoft Tools
- Knowledgeable Google Tools
- Administrative assistance
- Loan lodgment until settlement
- Conducts follow ups with the bank and reach out to clients for any updates
- Follow ups clients for MIRs and check/verify documents
Onlinejobs.ph "ID Proof" indicates if "they are who they say they are".
It DOES NOT indicate skill level.
ID Proof scores are 0 - 99 with 99 being the best. It is calculated based on dozens of data points.
It's intended to help employers know who they're talking to is real, and not a fake identity.