Underwiring Analyst Assistant

Descripción y detalle de las actividades
Job Overview The individual in this role will assit the underwriting team with document processing.
This person will succeed by maintaining project flow with a little to no error in processing all documents related to Residential & Commercial solar projects.
Responsibilities and Duties - Maintain Zoho CRM updated with current project status.
- Keep Sighten deals up to date in Zoho CRM.
- Process and prepare for approval solar projects in NTP, M1 and M2 Milestones.
- Process sales confirmation calls to ensure their validity.
- Process Pre-NTP Underwriting requirements.
Experiência y requisitos
Qualifications - Bachelors in: Business, Marketing, Economics or related (Finished or in process) - CRM Experience is desired.
- Experience with Zoho CRM desired but not required.
- Office Software.
- Attention to detail, assertive and self-driven.
Requirements - Stable Connection.
(Critical) - Dece...