Broker Representative / Documentation Specialist

Broker Representative / Documentation Specialist located in Nashville, TN Key Objectives: o Move broker deals through the system quickly and efficiently o Broker Management: communicate effectively with internal operations, customers, and brokers throughout entire deal process Responsibilities o Front End * Enter and Verify Applications into Salesforce as they come in from sales source or track deals that come in through Salesforce * Pull credit on guarantors and businesses to include Equifax, PayNet, and LexisNexis * Upload and organize all pertaining documents to the repository in Salesforce * Submit deals to credit * Enter information as needed into Salesforce o Follow up * Once approved, communicate with sales or broker of status * Request and obtain from sales or broker any missing items needed prior to printing customer documents * Generate documents for brokers * Be able to identify, track, and clear exceptions through communication with brokers, sales, and customers on missing or needed document items through funding Measurements and Responsibilities o Enter new deals within two hours of reception o Maintain a list of on-going deals to include status and missing items o Maintain high satisfaction of customer and broker service o Attend trade shows and other annual events upon request Qualifications * Proficient in Office Suite of products * Effective communicator * Detail oriented * Salesforce experience preferred (not required) * Ability to work cooperatively with others * Highest character supported by strong references Compensation Package Competitive compensation package including base pay and competitive incentive plan; plus, 100% fully paid employer health care, dental, vision, life insurance, and a 401k plan with company match.

Created: 2026-04-13