Support and/or participate in projects and initiatives related the creation of additional value for existing client relationships.
February 17, 2023
Assist brokers over the phone and via emails with questions pertaining to changes and TRID fee guidelines.
February 21, 2023
Communicate effectively (clearly, concisely and professionally) with internal and external customers.
March 09, 2023
Develop and execute corrective work streams that are dictated by the results of client research and data mining, such as training programs, targeted solution cross sell campaigns, etc.
March 19, 2023
Receive grievance calls, document client concerns and escalate to management when necessary.
March 21, 2023
Leading creative problem solving via design thinking and other collaborative problem-solving processes.
April 17, 2023
Act as the front line for both inbound phone calls and the front door.
April 22, 2023
Build a culture of responsible finance, good governance and supervision, expense discipline and ethics.
May 07, 2023
Document new processes and enhance existing procedures as needed with the Strategic Account Management Team.
May 12, 2023
Understand the important topics for our business, what our clients are asking for, and develop content, speakers, and voice of the messaging.
May 15, 2023