Sales Support & Case Manager

The Role: BDM Support: Answers and handles phone calls from brokers (when BDMs in meeting/on other calls) Chases the gathering of stips directly with the broker Sends and chases contracts directly with the customer Supports BDM with conversion of lower value/ lower Risk Grade offers directly with brokers UW support: Verifies key legal, identity, contact, and banking details against source documentation. Confirm all stips received prior to funding, and SF is fully updated Ensures all bank detail…