About us
What is expected by this role:
- Keep agencies in their portfolio engaged and be the first point of contact for any mortgage related queries
- Agency onboarding presentation
- Regular visits. Constantly keeping in touch with agents and agencies to ensure leads referrals
- Build relationship and trust with agents and agencies
- Give feedback and updates about referrals to agents
- Teach agents how to choose better referrals to send to Huspy
- Organise engagement events
- Attend open houses, Real Estate events and workshops hosted by agency partners
- Keep CRM record of all interactions with agencies in their portfolio (meetings, important to know information about the agency or agent)
- Assist the clients and overlook mortgage process end to end
Get in touch with clients to understand if they are eligible for mortgage (qualification calls) - If the client is not eligible, be able to advise the clients on what would be the best way to proceed (what they are missing and steps they need to take in order to be eligible for mortgage)
- Register everything on CRM
- Collect necessary documents from clients to start mortgage application
- Submit docs in CRM to Operations team
- Follow up about clients portfolio in CRM and with Operations team
- Help with new hires onboarding and ramp up time
- Filter the pressure that comes from the clients and help the company to address issues in the most professional way
- Source new agencies whenever possible
- On the cultural side, we expect Account Managers to collaborate with other teams, think outside of the box on resolving obstacles that they might face, be compassionate and supportive when team members need support in learning and understanding the processes
- Arabic speakers preferred