- Connect with prospective clients to promote mortgage financing options.
- Understand client requirements and explain product benefits clearly.
- Assist in collecting documentation for mortgage pre-approvals.
- Coordinate with internal processing teams and bank representatives.
- Maintain accurate records in the CRM system and follow up on leads.
- Stay informed on banking products, lending policies, and interest rate trends.
- Achieve individual sales targets and contribute to team goals.
- Participate in marketing campaigns, events, and property expos.
