TFG Financial Senior Sales Administrator
Nov. 2021 - Jan. 2024• Facilitate the creation and collection of customers’ documents from submission to funding
• Using a high level of organization to keep and maintain all records and documents
• Respond to customer requests for information by way of phone or email
• Facilitate the audit and funding of customer transactions
• Assist in the preparation of funding and reporting packages by gathering required information and ensuring accuracy
• Update CRM with new prospects, change of status, contact information and notes or activities
• Escalate problems or situations to the appropriate manager for resolution