Business Development Coordinator – Appleton

Lindathelender; Appleton (WI); On-site; USD 35,000 - 45,000; Full time

Job summary

A financial services company in Appleton, Wisconsin is looking for an entry-level administrative support employee. The role involves communicating with clients and referral partners, managing databases, and planning events. Candidates should have solid customer service skills, knowledge of loan programs, and experience with data entry and MS Office products. This position entails working in a fast-paced environment and includes some local travel for events.

Qualifications

• Demonstrated experience working in a fast paced and changing environment.
• Solid knowledge of various loan programs: Conventional, FHA, USDA, VA, etc.

Responsibilities

• Provide administrative support and communicate with clients and partners.
• Respond to inbound and outbound correspondences via email and telephone.
• Call and speak to Real Estate Agents and Referral Partners.
• Manage a calendar of activities, including scheduling appointments and meetings.
• Plan events alongside the marketing team and loan officers.

Skills

Customer service best practices

Business acumen

High volume data entry

CRM software experience

MS Office products

Education

High School diploma or equivalency degree

Job description

Provides administrative support to the branch and communicates daily with relators, builders, financial advisors and referral partners for assigned Loan Officers. Communicates with branch and corporate employees in a timely, efficient, and courteous manner. The following is an overview of duties in process and not meant to be restrictive. This is an entry level position focusing on lead generation support to initial application. To be considered for this position, please upload your resume. You will be contacted after review of your resume to schedule an in person interview. All submissions will receive a reply.

• Responds to both inbound and outbound correspondences via email and telephone and completes data entry.
• Has regular interaction with clients and referral partners in order to keep them informed loan process.
• Using our database, call and speak to Real Estate Agents, Referral Partners, or Past Clients everyday.
• Call all new internet leads as they come in each day.
• Navigates multiple database sites to obtain and organize leads.
• Provides office services support including inputting data; creating documents; gathering information; preparing reports; maintaining files; ordering and maintaining supplies.
• Plans events working closely alongside the marketing team and loan officer(s).
• Manages a calendar of activities and events, schedules appointments, conferences, meetings, and makes travel accommodations and arrangements.
• Independent duties include reserving a space for the event, inviting attendees through email and phone calls, gathering literature for the event.
• Executes the event by coordinating RSVP’s and confirmations up to day of event, and setting up and taking down the event.
• Evaluates the event by sending out a survey to all attendees.
• Add attendees to database for future events.
• Manage and participate in various projects.
• Performs other duties as assigned.

Required Knowledge and Skills:

• Solid knowledge and understanding of current business acumen.
• Solid knowledge and understanding of customer service and intrapersonal best practices.
• Working knowledge and understanding of a variety of loan programs: Conventional, FHA, USDA, VA, etc.

Education Requirements:

• High School diploma or equivalency degree.

Required Experience:

• Demonstrated experience working in a fast paced and changing environment.
• Demonstrated experience with MS Office products.
• Demonstrated experience with high volume data entry.
• Demonstrated experience with CRM software.

Reasonable Accommodations:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Physical Environment:

This position is primarily an in office position. Normal office environment.

Local travel may be required for company or career-related meetings, programs and/or events