Establish new revenue production streams by contacting and nurturing business relationships with loan production personnel, real estate agents and escrow services.
Education: High School Diploma or GED
Knowledge: Industry procedures and language preferred but not required, computer literacy and proficiency on programs such as Word & Excel are a must. The ability to use some social media programs and/or the ability to easily learn marketing software systems is also required.
Experience: Some customer service, direct customer contact and/or sales experience.
Physical Activity Requirements:
Travel: Must be physically able to operate a motor vehicle (Not a motorcycle or motorized scooter) to visit multiple offices daily. (10-15 average per day).
Communication: Ability to effectively communicate the features and benefits of using CMTIC services, either one-on-one or to groups.
Visual: Must be able to have the visual acuity to examine and understand common industry documents, quote from fee schedules, read spreadsheets and use a computer, laptop or computer tablet.
Strength: May be required to lift 10-15 pounds occasionally
The working conditions involve daily travel by vehicle (rain or shine) to multiple professional business locations such as credit union, financial institutions, escrow offices and real estate related offices. Required to carry and deliver marketing materials such as fee schedules, company branded marketing items, informational flyers and presentation laptop and/or projector as necessary.
Mental Activities and requirements:
Reasoning: ability to carry out instructions and exhibit problem solving skills.
Mathematics: Ability to perform basic math functions
Language: Exhibit effective written and verbal communication skills.