Full Time
$500/Month (USD)
40
Dec 3, 2024
1. Strong Organizational Skills
- Ability to manage client files, deadlines, and documentation systematically.
- Maintain a calendar for meetings, application timelines, and follow-ups.
2. Excellent Communication Skills
- Proficient in handling client inquiries, responding professionally to
- Clear and concise communication to coordinate with clients and lenders.
3. Data Entry and Management
- Skilled in accurately inputting client information into credit repair software and funding tools.
- Ability to maintain and update spreadsheets and CRM systems.
4. Funding Documentation Preparation
- Competence in gathering and organizing required documents (W-2s, pay stubs, bank statements).
- Creating and reviewing fundable profiles for clients.
5. Customer Relationship Management (CRM)
- Managing client interactions and updating their progress using CRM systems.
- Ensuring clients remain informed and engaged throughout the process.
6. Attention to Detail
- Ensuring all client information and documents are accurate and compliant.
- Double-checking funding applications to avoid errors.
7. Problem-Solving Skills
- Addressing client concerns or unexpected issues, such as declined applications or disputes.
- Proactively finding solutions to improve client outcomes.
8. Time Management and Prioritization
- Balancing multiple clients and tasks effectively.
- Prioritizing urgent funding deadlines while managing ongoing credit repair cases.