Broker Representative / Documentation Specialist Position Available In Davidson, Tennessee
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Job Description
Broker Representative /
Documentation Specialist GenConnect Recruiting and Consulting Nashville, TN Job Details Estimated:
$60.1K – $76.4K a year 3 hours ago Benefits Dental insurance Vision insurance 401(k) matching Life insurance Qualifications Salesforce Mid-level Communication skills Under 1 year Full Job Description 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.
