Broker Representative / Documentation Specialist

Genconnect Recruiting & Consulting - Nashville, TN

Full-time - Entry Level

Nashville, TN

Administrative and Support Services

About the position

The Broker Representative / Documentation Specialist role at GenConnect Recruiting and Consulting in Nashville, TN, focuses on efficiently managing broker deals through the system. The position requires effective communication with internal operations, customers, and brokers throughout the deal process, ensuring timely entry and verification of applications, and maintaining high customer satisfaction.

Responsibilities

• Enter and verify applications into Salesforce as they come in from sales sources.
• Pull credit on guarantors and businesses using Equifax, PayNet, and LexisNexis.
• Upload and organize all pertaining documents to the repository in Salesforce.
• Submit deals to credit and enter information as needed into Salesforce.
• Communicate with sales or brokers regarding the status of approved deals.
• Request and obtain any missing items from sales or brokers prior to printing customer documents.
• Generate documents for brokers and track exceptions through communication with brokers, sales, and customers.
• Maintain a list of ongoing deals, including status and missing items.
• Attend trade shows and other annual events upon request.

Requirements

• Proficient in Office Suite of products.
• Effective communication skills.
• Detail-oriented with strong organizational skills.
• Salesforce experience preferred (not required).
• Ability to work cooperatively with others.
• Highest character supported by strong references.

Benefits

• Dental insurance
• Vision insurance
• 401(k) matching
• Life insurance