Responsibility：
External Broker Support
1) Direct communication with external brokers via WeChat and email to understand their needs and find the best ways to submit loans to WFG.
2) Improve the process for external broker submissions.
3) Conduct credit checks for external submissions, including servicing tests and pre-checking submitted documents.
4) Coordinate with the credit team, valuation team, lenders, Loan Officers (LO), and others about case submissions and follow-ups.
Training Coordination
Discuss training topics with other BDMs and conduct a 40-minute training session biweekly.
Broker Enquiries
1) Handle internal broker inquiries and scenario checks.
2) Help brokers understand policies and qualify deals.
3) Send exception forms to WFG lenders and follow up.
Proactively maintain cooperative relationships, enhance interactions, and manage performance.
Job Authority
Decision-making Authority:
1) Authority to make decisions regarding broker support processes and training coordination.
2) Can approve exception forms and manage follow-up communications with lenders.
Management Authority:
1) Manages communication and support for both external and internal brokers.
2) Coordinates with various teams to ensure smooth case submissions and follow-ups.
Job Requirement
Basic Requirements
1) Strong written and verbal communication skills.
2) Ability to multitask, prioritize, and manage time effectively.
3) Ability to retain and recall important information.
4) Capacity to work independently and proactively.
5) High aptitude for following communication guidelines, procedures, and policies.
Education Background
1) Bachelor’s degree in Business Administration, Finance, Marketing, or a related field.
2) CET (College English Test) Band 6 or above.
Work Experience
Customer service-related experiences will be preferred.
