Broker Representative / Documentation Specialist

Broker Representative / Documentation Specialist

Key Objectives:

Move broker deals through the system quickly and efficiently

Broker Management: communicate effectively with internal operations, customers, and brokers throughout entire deal process

Responsibilities:

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

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:

Enter new deals within two hours of reception

Maintain a list of on-going deals to include status and missing items

Maintain high satisfaction of customer and broker service

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.