Customer Retention Representative

7 days ago


Hollywood, Florida, United States A&D Mortgage LLC Full time
Customer Retention Specialist

We are seeking a highly motivated and well-spoken individual to join our sales team as a Customer Retention Specialist. As a key member of our team, you will be responsible for developing new leads, communicating with customers, and ensuring a smooth sales process.

Key Responsibilities:
  • Build and maintain long-term relationships with mortgage broker accounts
  • Educate brokers on A&D Mortgage's products and policies & procedures
  • Act as a client's go-to resource for guidance and solutions
  • Deliver up-to-the-minute information about the latest products, resources, and industry updates
  • Champion your brokers and strive to make every loan a success story
  • Build and manage a strong pipeline of loans to meet and exceed sales goals
  • Monitor the performance of accounts in your pipeline
  • Track contacts in the company's CRM
  • Maintain sales contact, pipeline, and other pertinent sales activity reports
  • Add value by working directly with brokers and loan officers on marketing programs
  • Stay abreast of underwriting guidelines and program changes
  • Provide ongoing service and support to brokers
Requirements:
  • Excellent verbal and written communication skills
  • Extremely proficient in Microsoft Office Suite or related software program
  • Organized with great attention to detail
  • Ability to learn quickly and adapt to change
  • Excellent customer service skills
  • Ability to act as a team player


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