Senior Loan Officer (Remote for TX )
);and maintaining accurate, up-to-date information in our CRM (Hubspot). Qualifications A strong background in DSCR originations...
);and maintaining accurate, up-to-date information in our CRM (Hubspot). Qualifications A strong background in DSCR originations...
details are clear and accurate. Software & Technology Requirements CRM & Lead Management: Experience with HubSpot, Salesforce...
with Netsuite ERP Familiarity with Hubspot CRM Minimum of 2-3 years of sales/customer service experience Familiarity...
) CRM (Salesforce, HubSpot) OMS/PIM platforms Payment gateways (Stripe, Adyen, PayPal, Authorize.net) Shipping...
, HubSpot, or Zendesk is an advantage. Ability to learn and navigate internal systems and databases quickly. Basic data entry...
territory and be able to travel approximately 50%, including overnight travel Proficient in Microsoft Office Suite, HubSpot...
Familiarity with CRM platforms (e.g., HubSpot, Salesforce) and virtual meeting tools (e.g., Zoom, Microsoft Teams) Highly self...
: • Maintain and update legal files using CRM and practice management systems, including HubSpot and Clio • Organize and manage... with Clio, HubSpot, or related • Strong organizational and time-management skills • High attention to detail and accuracy...
planning Serve as the primary administrator and strategic owner of CRM and related sales tools (e.g., Salesforce, HubSpot...
, ideally in international or multilingual environments Experience with CRMs like HubSpot or Salesforce or ATS systems...