<p> Client Service Representative</p><p>Provide product information to clients and assess their mortgage needs. Duties and Tasks</p><p>A) Answer inbound call center calls</p><p>A-1) Log into call center queue's 7715, 3282, 7705</p><p>A-2) Answer inbound calls</p><p>A-3) Perform Client request</p><p>A-4) Log call on the contact logger in the client's file</p><p>A-5) Assign follow-up as necessary</p><p>B) Book and complete application calls</p><p>B-1) Retrieve Client Introduction Forms from file</p><p>B-2) Enter Client Introduction Form infomration onto contact logger</p><p>B-3) Place application call at time specified</p><p>B-4) Complete application with client</p><p>B-5) Assign completed application to lenders</p><p>B-6) Maintain application statistics</p><p>C) Place outbound follow-up calls</p><p>C-1) Maintian outbound call spreadsheet</p><p>C-2) Call prospects/clients on designated day</p><p>C-3) Perform prospect/client request</p><p>D) Reply to internet inquiries</p><p>D-1) Monitor webmail boxes</p><p>D-2) Conduct research for inquiries D-3) Reply to web inquiries within 24 hours</p><p>D-4) Log all inquiries/requests on the contact logger</p><p>E) Provide Advisor Support</p><p>E-1) Fufill marketing material requests</p><p>E-2) Inform of future seminars being held</p><p>E-3) Answer advisor inbound calls</p><p>E-4) Provide technical support for the website and Naviplan software</p><p>E-5) Advise of status of client's accounts</p><p>F) Provide training for new employees</p><p>F-1) Create training materials and job aides</p><p>F-2) Teach new employees product knowledge and software applications</p><p>F-3) Provide sit-ins for new employees</p><p>F-4) Administer quizzes to new employees</p>