Accordingly, when determining the extent to which you'll offer
excellent service to a
client, your state's ethic rules should be your
starting point.
Job Responsibilities • Answer telephones • Provide customer
service and support • Organize, schedule and maintain calendars • Create and maintain online CRM and filing system • Submit and reconcile expense reports • Act as the point of contact and support for internal and external
clients • Provide support for management and account reps with various tasks Required Education, Experience, and Skills • Post-high school office experience •
Excellent computer skills, including Microsoft Office, CRMs, and Quickbooks • Be able to excel in a self -
starting work environment • The aptitude to create policies and procedures • Outstanding customer
service skills •
Excellent writing and communication skills • High - level organizational skills with an accurate attention to detail • The ability to work without direction As an employee of a small business, the ideal candidate must be willing to learn what they don't know and be willing to assume job duties in multiple roles as needed to benefit the company.
Clients benefit from our no hassle loan process, simplified documentation, competitive pricing, low fees, and
excellent customer
service from
start to finish.