Responsible for the day to day operations of the branch from an administrative aspect.
Responsibilities
Answering the phone: pick up by third ring, direct customer questions, direct customers to agent
Application processing: documenting application in the log, prescreening application, C-14, scanning files, order Med records, order Pordamedic
Agent Management & support: maintain agent files, process agent application for employment, order background check, push-agent appointment via home office, order Gryphon log in for each new agent
Office Maintenance: files maintained to standards, office machines in working order and maintained, work areas are clean and neat, supplies are ordered and stocked
System knowledge: PAL, BSPN, Gryphon, nomoreforms, Predictive Index, FSP Account Expense reporting, direct bill expense reporting, EPI
Responsible for the day to day operations of the branch from an administrative aspect.
Responsibilities
Answering the phone: pick up by third ring, direct customer questions, direct customers to agent
Application processing: documenting application in the log, prescreening application, C-14, scanning files, ordering Med records, ordering Pordamedic
Agent Management & support: maintain agent files, process agent application for employment, order background check, push-agent appointment via home office, order Gryphon log in for each new agent
Office Maintenance: files maintained to standards, office machines in working order and maintained, work areas are clean and neat, supplies are ordered and stocked
System knowledge: PAL, BSPN, Gryphon, nomoreforms, Predictive Index, FSP Account Expense reporting, direct bill expense reporting, EPI
Responsible for the day to day operations of the branch from an administrative aspect.
Responsibilities
Answering the phone: pick up by third ring, direct customer questions, direct customers to agent
Application processing: documenting application in the log, prescreening application, C-14, scanning files, ordering Med records, ordering Pordamedic
Agent Management & support: maintain agent files, process agent application for employment, order background check, push-agent appointment via home office, order Gryphon log in for each new agent
Office Maintenance: files maintained to standards, office machines in working order and maintained, work areas are clean and neat, supplies are ordered and stocked
System knowledge: PAL, BSPN, Gryphon, nomoreforms, Predictive Index, FSP Account Expense reporting, direct bill expense reporting, EPI
Responsible for the day to day operations of the branch from an administrative aspect.
Responsibilities
Answering the phone: pick up by third ring, direct customer questions, direct customers to agent
Application processing: Documenting application in the log, prescreening application, C-14, scanning files, order Med records, order Pordamedic
Agent Management & support: maintain agent files, process agent application for employment, order background check, push- agent appointment via home office, order Gryphon log in for each new agent
Office Maintenance: files maintained to standards, office machines in working order and maintained, work areas are clean and neat, supplies are ordered and stocked
System knowledge: PAL, BSPN, Gryphon, nomoreforms, Predictive Index, FSP Account Expense reporting, direct bill expense reporting, EPI
Responsible for the day to day operations of the branch from an administrative aspect.
Responsibilities
Answering the phone: pick up by third ring, direct customer questions, direct customers to agent
Application processing: Documenting application in the log, prescreening application, C-14, scanning files, order Med records, order Pordamedic
Agent Management & support: maintain agent files, process agent application for employment, order background check, push- agent appointment via home office, order Gryphon log in for each new agent
Office Maintenance: files maintained to standards, office machines in working order and maintained, work areas are clean and neat, supplies are ordered and stocked
System knowledge: PAL, BSPN, Gryphon, nomoreforms, Predictive Index, FSP Account Expense reporting, direct bill expense reporting, EPI
Branch Office AdministratorNewCNO Financial Group, Inc. · San Diego, US
Loan Operations TrainerNewb1BANK · US