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Sales Relation Associate
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DUTIES AND RESPONSIBILITIES • Build and maintain strong, long-term relationship with loan consultants (existing and new) • Maintain regular communication with active and inactive loan consultants, providing timely updates on program changes, new initiatives, and available support to foster engagement and satisfaction. • Act as the point of contact for all concerns and inquiries of loan consultants, address and resolve any issue, concerns and complaints promptly • Track and monitor loan consultant’s daily releases and productions and provide regular reports to the branch manager. • Provide reports on loan consultants feedback and potential issues to the branch manager • Endorse back to Branch Manager (BM) if they see that the concerns of loan consultants are being answered repeatedly and the same way • Support the management team in additional tasks as needed, contributing to the overall success of the business and the achievement of strategic goals. • Other tasks that the management team deems necessary. JOB SPECIFICATIONS Educational Requirement: Bachelor’s Degree in marketing, business, or a related field. Work Experience: at least 6 months to 1 year of experience relevant to the position. Workdays: The workweek will include weekend shifts, and employees are expected to attend work during weekends as part of their regular schedule. JOB COMPETENCIES Functional: Excellent attention to detail, customer-service oriented, proficient in Microsoft office and CRM systems Personal: Strong communication skills, interpersonal skills, strong analytical judgment and decision-making skills, innovative and creative. Must be willing to perform fieldwork, including client meetings and site visits, as required by the role.
