Strategically qualified prospective leads for mortgage and refinancing eligibility by conducting detailed financial assessments.
Remote Optimized sales pipeline by managing high-volume client data within HubSpot CRM, maintaining 100% record accuracy.
Coordinated and scheduled high-value appointments between qualified leads and mortgage brokers to facilitate loan closures.
Provided expert guidance to international clients regarding complex loan processes and documentation requirements.
Conducted property market analysis and verified valuations to ensure accurate lending assessments