Customer Services (WFH)

Responsibilities

• Follow up all fresh leads every day on time.
• Conduct texting and calling to follow up with potential customers and introduce our financial advisory services with a focus on bank loan applications.
• Educate potential customers on the loan application process, requirements, and benefits of working with our firm.
• Gather necessary information from prospects to assess their eligibility and assist them in completing the application.
• Follow up with interested prospects to answer questions, address concerns, and provide additional information as needed.
• Maintain accurate and up-to-date records of all customer interactions and follow-up activities in our CRM system.
• Meet or exceed monthly targets for lead generation, call volume, and conversion rates.

Qualifications

Benefits

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