Client Support Specialist
Dalia has been in process and data analysis, client relations, and team management for 3 years.
Her Skills are: Proactive, Initiative, Resourceful, Engaging, Competitive, Focused and Practical.
Her role in this process will consist of.
- Follows up with clients and supporting loan documents.
- Assist clients on how to navigate in their client portal, to improve client experience.
- Performs Property research in various supporting sites such as Appraisal District Site and Automated Valuation platform.
- Manages incoming client inquiries and documentation.
- Helps organize file folder for loan originator.
- Keeps our referring partners informed on the status of our clients.
- Helps manage contact information for pipelines and Lead Trackers.
- Helps maintain CRM’s for accuracy of client contact information.
Our team is here to help, please feel free to send us a message or call us at the numbers provided. Buying a house doesn’t have to be stressful! Our experienced mortgage lenders are here to walk you through the entire home loan process and answer any questions you may have. Boxwood Mortgage, LLC. appreciates the opportunity to earn your business.