Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Primary Duties and Responsibilities Schedule & coordinate NHO and settlement date and times with Production & NHC's Audit new sales agreement, manage contract documents, and maintain job files Process Closing Instructions for submission to North American Title, UAMC and outside title companies and lenders Oversee settlement closing questions & issues via email, quick resp