Building and maintaining strong, long-term relationships with key strategic partners.
Developing and executing strategic account plans to drive client growth.
Identifying new business opportunities within existing accounts.
SimplyInsured aims to eliminate fear in health insurance by making it more transparent and accessible, particularly for small business owners. The company has over 20,000 customers and partnerships with NetSuite, Toast, and Square, indicating rapid growth and disruption in the industry.
Oversee the loan file through its lifecycle, ensuring all documentation needs are met.
Conduct Welcome Call with client within 24 hours of approval; set expectations, clarify conditions, and confirm loan timelines.
Track document uploads, review client submissions, and follow up on outstanding conditions to ensure loan progress.
EPM was founded in 2008 and has rapidly evolved into one of the leading mortgage lenders in the U.S. They are headquartered in Atlanta, GA, licensed in 50 states and provide an array of lending resources.
Advising customers on potential solutions and building lasting partnerships through excellent service.
Conducting online platform demonstrations to showcase products’ features and benefits.
Continuously testing and refining approaches to optimize conversion and results.
Jobgether is a platform working with partner companies to fill job positions. They use an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements.