Process and follow up on business transactions
Work directly with clients and home office personnel to coordinate all workflow.
Provide daily interaction with clients on the phone or in person to handle routine inquiries.
Track team progress toward goals. Keep the Pending Business Report and other tracking up-to-date on a weekly basis.
Maintain client contact systems to ensure current information on all clients.
Prepare for all client meetings.
Perform back up for all operational functions within the branch as required by changes in workloads and absences.
Knowledge, Skills and Abilities Required:
Project a positive attitude and solid interpersonal skills to deal with clients and home office personnel.
Posses a high level of written and verbal communication skills.
Ability to work independently and to work under pressure.
Good organizational and analytical skills to be able to prioritize tasks and research problems.
Job Details 
