Loan Operations Assistant — CRM & Data Entry
CCM CrossCountry Mortgage, LLC
CCM CrossCountry Mortgage, LLC in Meridian, Idaho is seeking a Junior Loan Specialist to support daily loan operations. Responsibilities include assigning loan files, managing CRM leads, and performing accurate data entry. The ideal candidate should have a high school diploma, with an MLO license and experience in the financial services industry preferred. Benefits include competitive compensation, insurance coverage, and a 401(k) plan. #J-18808-Ljbffr CCM CrossCountry Mortgage, LLC
- Position Overview The Junior Loan Specialist supports daily loan operations by assigning loan files, managing CRM leads, maintaining accurate records, and performing data entry with high accuracy. The role... ...officers and team members Assist with loan application processing...CRMTemporary workWork at officeLocal area
- ...an experienced and motivated Loan Officer to join our growing retail... ...evaluate financial and credit data to determine financing... ...lending regulations Utilize CRM and marketing tools to manage... ...communication Collaborate with internal operations teams to ensure timely and...CRMLocal area
$65k
...and market share growth, present products to advisors, maintain CRM data, conduct presentations, travel to conferences and workshops,... ...required administrative/team responsibilities such as CRM data entry, call reporting, expense reports, conference calls and meetings...CRMFull time- ...enhancing member relationships, and assisting members with defining and... ...Responsibilities Assist with data entry, account servicing, and... ...Document all interactions within a CRM system and follow up promptly... ...such as safety rules, operating and maintenance instructions,...CRMWork at officeRemote workMonday to Friday
- ...Educational reimbursements, tool loans, and safety & tooling dollars Employee Assistance Program Paid Parental leave Care Leave... ..., Salesforce etc. Reporting & Data Management Collaborates on the Lead... ...marketing automation, data analytics, and CRM platforms. Excellent communication...CRMTemporary workNight shift
- ...Establish and maintain customer credit applications and account files.Assist with month-end reporting and account reconciliations.Prepare... ...organized electronic and paper filing systems.Assist with data entry and reporting as needed.Support office staff with administrative...Full timeWork at office
- ...plays a vital role in keeping daily office operations running smoothly. This position balances... ...screening, and routing incoming calls; assist callers as appropriate and take accurate... ...correspondence preparation, light data entry, and mail management. Identify and resolve...Temporary workWork at office
- ...with clients via phone and video (Zoom) -Organized and detail-oriented, able to manage multiple client needs -Basic experience with CRM systems or willingness to learn (e.g., Salesforce, Ease, Gusto) -Self-motivated and able to work independently in a remote setting -Positive...CRMRemote jobFull time
- ...to department members. Works directly with Account Managers to assist in processing client requests for service; processing endorsements... ...duties with minimal errors, e.g., filing, mail preparation, data entry, photocopying, etc. Assist Sales Executives and/or Account Managers...Work at officeLocal area
$26.12 - $36.58 per hour
...Outlook) at intermediate levelExperience using CRM, Salesforce, and/or FacetsHealth care... ...Major/National Accounts by performing or assisting in renewals, benefit design, account... ...organizational needs, and alignment with market data. At Blue Cross of Idaho, it is not...CRMHourly payTemporary workWork at officeLocal area- ...office administrator/coordinator. This position will wear multiple hats within the office. Responsibilities Answer phones Manage the CRM system Communicate between field and front office Other tasks as assigned Qualifications Excellent customer service,...CRMWork at office
- ...Coordinator in Nampa, ID, to handle various office responsibilities and provide excellent customer service. The candidate will manage the CRM system, answer phones, and ensure smooth communication between the field and front office. This position requires strong...CRMWork at office
$19 - $21 per hour
...Administrative Assistant (PRN) Boise, ID; Nampa, ID Job Title... ...through Imagine by Northpoint. Operating under an in-network,... ...Assist leadership in developing data tracking processes and trainings... ...Microsoft Office Suite, data entry software and other office related...ReliefSeasonal workWork at officeMonday to Friday$17 - $20 per hour
...Finance Assistant At Bish's RV, the Finance Assistant is at the heart of every financing... ...success. The Finance Assistant ensures all loan packages are complete, compliant, and... ...with dealership management systems (DMS), CRM platforms, and lender requirements is a plus...CRMHourly payBank staffLocal areaFlexible hoursShift work- ...territory. Core Responsibilities: Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your... ...ability to build genuine connections quickly. A strong passion for assisting others, resilience in challenging situations, and a track record...CRMWeekly payWork experience placementLocal area
$670 per week
A reputable staffing solution provider is seeking a Remote Data Entry Operator to manage clerical tasks from home. This flexible part-time position pays $670 per week, requiring 3-6 hours of work each week. Key responsibilities include scheduling appointments, managing...Remote jobPart timeFlexible hours$18 - $22 per hour
...effectively Comfort working with customer data, reports, and performance metrics... ...and resolving concerns Experience using CRM systems or customer management platforms... ...Flexible Spending Accounts (FSA) Employee Assistance Program (EAP) 401(k) PTO and sick time...CRMFull timeFlexible hours- ...Rentals. We’re seeking a Community Manager to assist with our multi-family units in various... .... KEY RESPONSIBILITIES Oversee daily operations of the community. Conduct regular... ...Strong attention to detail and accuracy in data entry. Strong critical thinking skills to evaluate...For contractorsFlexible hours
$18 per hour
...* Professional development assistance * Career advancement opportunities MTC is proud to operate the Centennial Job Corps Center... ...extensions and transfers. 3. Process data corrections and maintain data... ...spreadsheet and computer data entry experience. * Must type a...Hourly payFull timeTemporary workLocal areaMonday to FridayShift work- ...Representative is responsible for assisting with the sourcing and... ...or potential issues within the loan purchasing process and collaborate... ...as prior experience in using a CRM. Excellent written and spoken... ...and Physical Demands This job operates in a professional office...CRMFull timeWork at officeLocal areaMonday to Friday
$65k - $76.8k
...Ability to organize, analyze and interpret data to reach sound decisions and guide... ...s degree is preferred Familiarity with a CRM (such as Salesforce or Microsoft Dynamics)... ...products such as mortgage, auto, and personal loans (eligibility for special employee pricing...CRMWork at office$55k - $65k
...Maintain updated and accurate pipeline tracking and activity in CRM (e.g., Salesforce) Ability to cold call prospects and brokers... ...IQ staff Interact with staff, management and vendors to ensure operational efficiency and effectiveness Frequent travel is an essential...CRMFull timeWork at officeLocal areaRemote workMonday to FridayNight shift$62.6k - $94k
...analyze sales performance data to identify trends and... ...sessions. Process & Operational Efficiency Monitor team... ...all sales data within CRM and sales management systems... ...approve payroll system entries for the team. Customer... ...Employer‑Paid Employee Assistance Program (EAP) Employee...CRMLong term contractFull timeContract workTemporary workPart timeSecond jobWork at officeLocal areaFlexible hours- ...promotional campaigns for wellness services. Ideal candidates will have 3-5 years of marketing experience and strong project management skills, with familiarity in CRM platforms and social media asset creation. Competitive salary and benefits are offered. #J-18808-Ljbffr...CRM
- ...and connecting qualified clients with a Loan Officer. This role requires comfort with... ...appointments and maintain follow‑up tasks in the CRM. Accurately document lead status, call... ..., 401K, short‑term disability, employee assistance program, and wellness program. Equal...CRMTemporary workWork at officeLocal area
$18 - $20 per hour
...Specialist plays a key role in daily operations and client experience. This... ...& Operational Support Assist with scheduling, confirmations... ...accurate records, files, and data entry across systemsSupport billing... ...systems (scheduling, CRM, billing, etc.) Support team...CRMHourly payPart timeFlexible hoursShift work- ...installations to Business Jet aircraft operators Collaborate with Avionics & Interior... ...using Salesforce.com, Jetnet, market data, and team input Assist customer in determining the best... ...or ability to comprehensively learn, CRM software, such as SalesForce.com Strong...CRMTemporary workWork experience placementFlexible hours
- Summary: The Foundation Operations Manager serves in an operational... ...in areas of fundraising, data management (CRM), or communications preferred... ...processes including data entry standards and donor correspondence... ...proud to offer Employee Assistance Programs, tuition...CRMFull timeWork at officeLocal areaShift workDay shift
$18 per hour
...communications, handling work order entries, and ensuring customer... ...courteously and efficiently Assist customers by listening to their... ...designated team members Perform data entry and maintain logs of all... ...needs accurately into the CRM system What you’ll bring...CRMHourly payFull timePart timeSeasonal workLocal areaWeekend work- ...for products Maintain proficiency in using personal computer, data entry terminal and other common office equipment and software... ...Word, PowerPoint, Excel, and Outlook. Should be proficient in CRM software solutions Decision-making, problem resolution and creative...CRMWork at officeShift work
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