ABOUT

Objective Setting: Understand the primary goals—whether it's improving operational efficiency, enhancing reporting capabilities, or integrating new accounting features.

Order Processing: Capturing, validating, and processing B2B and B2C customer orders - Implemented EDI integration between TrueCommerce, Rithum, Castlegate and Oracle NetSuite. 

Accounting: Managing financial transactions, invoicing, payments, and reconciliation - Implemented Oracle NetSuite CSV Imports, Saved Searches, Dashboards, Sales Forecast

Inventory Management: Integration with accounting for stock levels and pricing - Inventory Transfers, Trade Shows Inventory Management, B2B Inventory Management

Building Client Relationships: Cultivating long-term relationships with clients, including maintaining regular communication during the mortgage process and after the loan closes.

Follow-Up: Following up with clients after their mortgage is secured to ensure satisfaction and offer future services such as refinancing or additional mortgage products.

Referrals and Networking: Encouraging satisfied clients to refer friends, family, or colleagues, and networking with real estate agents, developers, and other professionals to generate leads and build a client base.

1. Customer Service Tasks A. Handling Customer Inquiries  Provide Product Information Assist with Troubleshooting

Multichannel Support Build Customer Relationships  B. Resolving Customer Complaints Issue Resolution

Escalate When Necessary 

C. Managing Returns and Exchanges Return Authorization Coordinate Exchanges Track Return Shipments  

2. Order Processing Tasks A. Order Management Order Entry

Order Verification Confirmation Emails  B. Order Fulfillment Inventory Check

Prepare Orders for Shipment

ordinate Shipping

C. Payment Processing Payment Verification Handle Payment Issues

 Assessing Financial Status: Evaluating the client's credit score, income, debts, assets, and other financial factors to determine which mortgage products are suitable.
Recommending Mortgage ProductsEducating Clients: Ensuring that clients fully understand the mortgage process, including the terms of the loan, interest rates, fees, down payments, and repayment schedules. 

BigCommerce Order Processing, Product Update, Inventory Management

Social Cat for influencer marketing and increase business efficiency

Emails Handling

Email Marketing for B2B Customers