Broker Representative / Documentation Specialist

GenConnect; Nashville (TN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

100% fully paid employer health care

Dental and vision insurance

Life insurance

401k plan with company match

401k with company match

Job summary

A leading recruiting and consulting firm in Nashville is seeking a Broker Representative / Documentation Specialist. This role involves efficiently moving broker deals through the system, communicating with internal operations and brokers, and managing documentation via Salesforce. The ideal candidate should be detail-oriented, possess a strong character with references, and work cooperatively. Competitive compensation includes a fully paid health plan, dental, vision, life insurance, and a 401k plan.

Qualifications

• Salesforce experience preferred (not required).
• Strong references supporting highest character.
• Salesforce experience preferred (not required).
• Ability to work cooperatively with others.
• Highest character supported by strong references.

Responsibilities

• Enter and verify applications into Salesforce.
• Manage broker communications throughout deal processes.
• Generate documents for brokers as needed.
• Submit deals to credit.
• Enter information as needed into Salesforce.
• 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.
• 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.

Skills

Proficient in Office Suite of products

Detail oriented

Ability to work cooperatively with others

Teamwork

Strong references

Tools

Salesforce

Job description

Careers At GenConnect Recruiting and Consulting

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Broker Representative / Documentation Specialist

Broker Representative / Documentation Specialist located in Nashville, TN

Key Objectives:

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

Responsibilities

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, PayNet, and LexisNexis
• 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

Measurements and Responsibilities

• 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

Qualifications

• 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

Compensation Package

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.