Mortgage Customer Outreach Specialist I
M&T BankSalary not specified
- Full Time
- Entry Level & New Grad
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, OperationsIndustries
Requirements
Candidates should possess strong written and verbal communication skills, including the ability to craft professional messages and updates, exceptional customer service skills with a friendly and professional demeanor, and the willingness to take necessary actions and decisions to meet objectives and deadlines. They must also demonstrate the ability to problem solve and work proactively, be able to work independently with minimal supervision, exhibit strong attention to detail when reviewing documents, identify errors, ensure compliance, and maintain high accuracy through meticulous validation, and be well-organized with the capability of managing and resolving conflicting priorities.
Responsibilities
The Operations Support Officer will provide general administrative support to the team, perform data management across various platforms including Hubspot, ClickUp and MyCRM, report on key areas and functions within the department, maintain document control and records management systems, support project planning, execution, and monitoring, assist with monthly billing preparation and reconciliation, identify inefficiencies and propose process improvements, draft and format professional communications and templates for internal and external stakeholders, assist in updating rosters and task pipelines, collect and compile survey feedback and operational insights for reporting, send out regular communications and updates to stakeholders via appropriate channels, and liaise with internal stakeholders and external brokers.
Skills
Hubspot
ClickUp
MyCRM
Data Management
Reporting
Document Control
Process Improvement
Communication
Customer Service
Problem Solving
Attention to Detail
Record Management
Roster Management
Task Pipeline Management
Survey Feedback
Stakeholder Liaison
Connectly
AI-powered marketing automation for e-commerce
About Connectly
Connectly.ai automates sales and marketing for e-commerce businesses through its AI-powered platform, Sofia AI. This platform integrates with popular e-commerce systems like Shopify and Vtex, allowing for automated, personalized conversations with customers across various channels. Connectly.ai stands out by significantly reducing time spent on administrative tasks and improving the sales closing process. The company's goal is to enhance efficiency and sales for e-commerce businesses.
Key Metrics
San Francisco, CaliforniaHeadquarters
2020Year Founded
$33.7MTotal Funding
SERIES_BCompany Stage
Consumer Software, AI & Machine Learning, Consumer GoodsIndustries
51-200Employees