Sales Support Coordinator

1 week ago


Waterloo, Canada Compunnel Inc. Full time

We are hiring for our client in the financial services industry.

Duration: 12 months

Responsibilities:

  • Provide industry-leading customer service via phone and email, ensuring prompt handling of inquiries and timely follow-ups.
  • Set up and support Lender and Broker profiles for participation in the MCI programs.
  • Offer business support for Mortgage Protection Plan processes, assisting Mortgage Brokers, Lenders, and Sales team members with policies, compensation, sales tips, licensing, and product training.
  • Partner with the Sales team to facilitate broker training presentations.
  • Troubleshoot and escalate issues from Brokers or Sales, ensuring timely resolution through Production Support.
  • Identify and suggest process and technology improvements.
  • Collaborate across teams to support various business initiatives.
  • Act as a resource for internal department inquiries.

Requirements:

  • 2+ years of experience in customer service or administrative roles.
  • Post-secondary education or equivalent relevant experience.
  • Strong communication, interpersonal, and analytical skills.
  • Proficiency in MS Office, CRM systems like Salesforce, and data entry.
  • Excellent customer service and communication abilities.
  • Ability to manage multiple priorities independently in a fast-paced environment.
  • Detail-oriented with strong problem-solving skills.
  • Capable of working both independently and within a team.
  • Flexible in taking on new tasks and responsibilities to support the sales team.

Nice-To-Have Skills:

  • Experience in the Mortgage Creditor Industry is a plus.
  • Bilingual in French and English is an asset but not required.


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