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and uploading them to the CRM once complete. Ensure loan files meet established checklists. Calculate income using standardized... as necessary. System Management: Consistently keeps CRM and loan platforms up to date on a regular basis, maintaining upkeep... Apply Now

successful candidate will provide critical support by answering phone calls, managing customer information in the CRM, scheduling calls... and take accurate information into the CRM. Route calls to field technicians when specialized support is needed. Schedule appointments... Apply Now

oral y escrita, autoestudio. Otros requisitos deseables: Utilización de CRM, ITIL, COBIT. Powered by JazzHR... Apply Now

: Experience in customer sales or similar fields. Experience with CRM or scheduling software. Please note: To ensure prompt... Apply Now

: Order any necessary documents relating to the loan and uploading them to the CRM once complete. Ensure loan files meet..., and lender portals. Perform other administrative duties as necessary. System Management: Consistently keeps CRM and loan... Apply Now

Specialist will be responsible for designing, optimizing, and automating CRM and project management workflows for diverse clients... Responsibilities: Collaborate with clients to assess operational needs and goals. Evaluate and enhance existing CRM and project... Apply Now

communication skills in English. Nice-to-Haves: Experience in customer sales or similar fields. Experience with CRM... Apply Now

: The Operations Manager / Workflow Specialist will be responsible for designing, optimizing, and automating CRM and project.... Evaluate and enhance existing CRM and project management systems. Design and implement efficient workflows within tools... Apply Now

detailed records of all client interactions and follow-ups using HubSpot CRM. Use LinkedIn Sales Navigator for prospecting... (verbal and written). Experience using HubSpot CRM and LinkedIn Sales Navigator. Excellent interpersonal and communication... Apply Now

, Slides) for collaboration. CRM, Email Marketing & Automation: Experience with tools like GoHighLevel (LeadConnector), Follow... Apply Now