Financial Services Consultant Agent // Customer Service Agent (Banking / Insurance)

Financial Services Consultant Agent // Customer Service Agent (Banking / Insurance)

29 Jul 2024
Texas, Dallas / fort worth, 75201 Dallas / fort worth USA

Financial Services Consultant Agent // Customer Service Agent (Banking / Insurance)

Vacancy expired!


Job Title: Customer Service Executive

(

Finance or Mortgage

)

Location: Dallas, TX (Remote)

Duration: Long Term

Skills Needed:
  • Prospecting all types of leads (inbound, outbound, and company provided)
  • Acquire a thorough knowledge of company products, policies, procedures, and underwriting requirements
  • Analysing detailed financial and credit data; matching customer needs with an appropriate loan program and corporate risk matrices
  • Experience in Finance or Mortgage Organisation








Raj Vemula
Director – Resource Development

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Job Details

  • ID
    JC44453931
  • State
  • City
  • Job type
    Contract
  • Salary
    Depends on Experience
  • Hiring Company
    InfoVision, Inc.
  • Date
    2022-07-26
  • Deadline
    2022-09-24
  • Category

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