Broker Representative​/Documentation Specialist

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Broker Representative / Documentation Specialist located in Nashville, TN

• Move broker deals through the system quickly and efficiently
• Broker Management: communicate effectively with internal operations, customers, and brokers throughout entire deal process

Front End

• Enter and Verify Applications into Salesforce as they come in from sales source or track deals that come in through Salesforce
• Pull credit on guarantors and businesses to include Equifax, Pay Net, and Lexis Nexis
• Upload and organize all pertaining documents to the repository in Salesforce
• Submit deals to credit
• Enter information as needed into Salesforce

Follow up

• Once approved, communicate with sales or broker of status
• Request and obtain from sales or broker any missing items needed prior to printing customer documents
• Generate documents for brokers
• Be able to identify, track, and clear exceptions through communication with brokers, sales, and customers on missing or needed document items through funding

• Enter new deals within two hours of reception
• Maintain a list of on-going deals to include status and missing items
• Maintain high satisfaction of customer and broker service
• Attend trade shows and other annual events upon request

• Proficient in Office Suite of products
• Detail oriented
• Salesforce experience preferred (not required)
• Ability to work cooperatively with others
• Highest character supported by strong references

Competitive compensation package including base pay and competitive incentive plan; plus, 100% fully paid employer health care, dental, vision, life insurance, and a 401k plan with company match.