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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in CRM platforms, particularly Total Expert, and possesses strong problem-solving and organizational skills. Capable of managing customer service inquiries effectively while collaborating across teams in a fast-paced environment.
Highest-signal resume keywords
Customer Service ExperienceCRM Platform KnowledgeMarketing Automation InvolvementStrong Communication SkillsOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
CRM PlatformsData ManagementMarketing AutomationMicrosoft OfficeProblem-Solving
Soft Skills
Attention to DetailCollaborative Team PlayerProactive AttitudeStrong Written CommunicationStrong Verbal Communication
Tools & Technologies
Total Expert
Industry Keywords
Mortgage Industry WorkflowsCompliance Standards
About the role
Key responsibilities & impact- Own support requests end to end using available resources
- Leverage the team to find solutions and ask questions when appropriate
- Troubleshoot issues, respond to inquiries, and resolve user problems in a timely manner
- Collaborate with the manager on pertinent issues
- Partner with Marketing, Sales, Design, and other teams
- Organize work independently, prioritize tasks, and manage changing priorities in a fast-paced, high-volume environment
- Coordinate multiple platforms to resolve issues and assist customers
- Identify opportunities to improve CRM usage and effectiveness
- Build and maintain positive relationships with internal and external customers
- Implement and enforce company policies regarding CRM data and marketing
Requirements
What you’ll need- 1-2 years of experience in a Customer Service environment
- Knowledge of CRM platforms; Total Expert preferred
- Hands-on involvement with marketing automation and data management
- Strong written and verbal communication skills
- Familiarity with mortgage industry workflows, terminology, and compliance standards preferred
- Excellent problem-solving skills and attention to detail
- Strong organizational skills
- Proficient in Microsoft Office
- Collaborative team player with a proactive attitude and willingness to learn
Benefits
Comp & perks- Company-sponsored 401(k) eligibility
- Vacation benefits
- Medical, dental, vision, and prescription drug benefits
- Flexible benefits, including healthcare and/or dependent day care flexible spending accounts
- Life insurance and death benefits
- Critical care insurance
- Personal accidental insurance
- Commuter benefits
- Pet insurance
- Time off and leave of absence benefits
- Well-being benefits, including employee assistance program
- Supplemental benefits, including legal planning assistance and identity theft protection
- Wellness resources