Job Description:
seeking a skilled and experienced freelancer to qualify our Housing loan leads. The ideal candidate will possess a strong financial industry knowledge and exceptional customer service.
Responsibilities:
Provide exceptional customer service
Contact potential housing loan clients to gather necessary information and assess their eligibility for various housing loan products.
Verify income, employment, and credit history to determine borrower qualification.
Identify potential challenges or issues and provide solutions or escalate as needed.
Accurately document client information and interactions in our CRM system.
Meet daily, weekly, and monthly qualification targets.
Requirements:
Strong knowledge in financial industry
Excellent written and spoken English communication skills to effectively interact with clients and convey complex financial information.
Proficiency in using CRM software and other relevant technology.
Ability to work independently and meet performance metrics.
Preferred Qualifications:
Excellent English communication skills
Previous financial working experience
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