Client Support Representative

Job Summary

A company is looking for a Client Support Representative to guide and train customers on using the broker portal and navigating the loan process.

Key Responsibilities

• Serve as a vital link between brokers and the operations team
• Support brokers with technical inquiries and ensure clients receive daily rate sheet distributions
• Lead training sessions for onboarding new brokers and manage broker information in Salesforce and LQB

Required Qualifications

• High School degree or equivalent
• Some knowledge and working history within the mortgage/lending industry
• Ability to perform focused work with close attention to detail
• Desire to take personal responsibility to complete tasks and solve problems
• Ability to perform tasks and complete projects with minimal supervision