Crm Jobs

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Hourly - Entry Level ($) - Est. Time: More than 6 months, 10-30 hrs/week - Posted
The key responsibilities of this role are: • assisting the Loan Processing Manager in compiling, checking and submitting home loan applications on line via aggregator software • assisting the principal throughout the mortgage process • preparing mortgage product research and compliance documentation • liaising with clients, lenders, settlement agents and other stakeholders via email or phone to ensure a timely loan settlement and extraordinary client experience • update and maintain customer records within the database • have an extensive understanding of the lenders' product information and credit policies • creating and updating reports • general office duties as required: updating Broker’s calendar, arrange or confirm meetings and seminars, other ad hoc tasks Given our business is founded on uncompromising service, the successful candidate will ideally (but not required) to have a minimum of 2 years of experience in loan processing or loan writing with an innate understanding of mortgages together with the following: • At least 3Mbps internet connection (stable and reliable) • Quiet (minimal noise) work-at-home environment • Good quality headset • A positive & supportive attitude with a genuine care for customers • Meticulous attention to detail • Work unsupervised to manage the client’s expectations throughout the process • Simultaneously manage various active loan/client submissions and be up to date with all of them • A high initiative and common sense approach to challenges that arise - finding solutions (where others simply give up), hence progressing the customer's situation in a timely manner • Excellent communication skills based on great command of the English language with exemplary manners • Strong competency in Microsoft Office and Google applications • Experience in Fleats software, or other CRM tools Apart from the opportunity to work with highly professional mortgage brokerages and financial services firms, we believe in rewarding those that strive to be the best they can be.
Skills: CRM Customer service Google Apps Microsoft Office
Hourly - Entry Level ($) - Est. Time: More than 6 months, 10-30 hrs/week - Posted
Project Coordination: (1) Research reputable sub-contractors (homestars.com, CHBA's members list, google) to make a list of potential leads and input into CRM. (2)Contact vendors via email and send construction drawings to get quote for services and set appointment for site visits with sub-contractors for quotation purposes. (3)Track and mange leads via gmail interface and CRM using Streak ( Will train) (4) Compile and analyze quotes for review and approval and timeline Tenant Liason/ Property Coordinator (1) Liason with tenants regarding issues (damage, noise, internet, etc). (2) contact & research suitable sub-contractors and set up appointments (3) book and arrange off site property staff to me prospective renters or sub-contractors for repairs, maintenance or renovations projects. (4) Liason with prospective renters online and set up showings with our property reps for viewings. ... (3)Track and mange leads via gmail interface and CRM using Streak ( Will train) (4) Compile and analyze quotes for review and approval and timeline Tenant Liason/ Property Coordinator (1) Liason with tenants regarding issues (damage, noise, internet, etc). (2) contact & research suitable sub-contractors and set up appointments (3) book and arrange off site property staff to me prospective renters or sub-contractors for repairs, maintenance or renovations projects. (4) Liason with prospective renters online and set up showings with our property reps for viewings.
Skills: CRM Email Etiquette Internet research Microsoft Excel
Fixed-Price - Expert ($$$) - Est. Budget: $50 - Posted
This is a very quick project for someone experienced. I need someone who can reliably set up zoho crm for me. The current problem: Every time we convert a lead to an account, the information in the custom fields (in lead overview) are not transferred.
Skills: Zoho CRM
Hourly - Intermediate ($$) - Est. Time: 3 to 6 months, 30+ hrs/week - Posted
We are looking for a developer to work full-time on a 12 week contract (Starting early September 2016). The ideal candidate will have 5+ years of PHP development experience, other required technologies include: MySQL and Linux (or LAMP stacks). Experience with SugarCRM Community Edition or TimeTrex (both open source) would be a bonus! You'll be working with a team across North America to enhance TPD's systems and improve end user experience. TPD is a North American based Workforce & HR Solutions company.
Skills: SugarCRM Development API Development JavaScript MySQL Programming
Hourly - Intermediate ($$) - Est. Time: More than 6 months, 10-30 hrs/week - Posted
CALLING ALL APPOINTMENT SETTING EXPERTS! The appointment setter will be calling from a list of prospects who are inquiring about health coverage. Some leads are from people looking to speak to an insurance agent and some are just leads from people online searching for insurance. Either way, you MUST be tenacious and be Able to dial consistently. Both quantity and quality matter. There will be given an auto dialer system through Salesdialers.com to aid, automate, and maximize the dialing, so experience using an auto dialer will be given serious consideration. Fluent English is mandatory and experience in telemarketing/ appointment setting is a must. There will be extensive online training as well as a script and information form to fill in. Once an appointment is set, it will be shared on a google calendar. There are have roughly 7000-10,000 names, numbers and emails and the list grows by 50-60 everyday. If you think you can handle this, respond to me asap because I'm looking to hire someone immediately. Approximately 15-20 hrs per week with increasing hours given based upon performance. In addition to hourly pay, there are performance based bonuses and cash incentives as well. If you perform well, you will be compensated well! The bonuses and incentives will be discussed during the interview.
Skills: CRM Appointment Setting B2B Marketing Call Handling
Hourly - Entry Level ($) - Est. Time: Less than 1 week, 30+ hrs/week - Posted
Hourly contract validation work the U.S. health care software market. Contractor will work with marketing representation for initial training for project. Project includes adding email addresses to existing contacts through Google documents file sharing. Contractor needs to have Lead411 or Data.com license themselves to add email addresses to existing contact list. Desired to work 40 hours per week, but willing to negotiate.
Skills: CRM Google Docs Microsoft Excel