Phillip Anchors Email & Phone Number

Cartersville, Ga, Us

New York, New York, United States

Help clients successfully implement the LendingQB platform to their organization on time with a high rate of adoption. We work closely with the clients from contracting to post-implementation to configure the system and train their staff by sharing implementation strategies and platform utilization best practices.

Atlanta Metropolitan Area

Greater Atlanta Area

Helping residential home buyers with the purchase of their homes.

Greater Atlanta Area

Greater Area

• Reviews and organizes new application packages for potential clients • Pulls credit bureau reports from credit databases, such as Dun & Bradstreet, to make recommendations on credit limits for prospects• Searches public databases for proper entity names, assumed names, encumbrances, judgments, etc.• Analyzes financial applications, flags and seeks out missing information • Works with Risk department to monitor progression of prospect file through required underwriting stages• Maintains leads and potential client databased by revisiting past inquiries • Responsible for building and maintain pipeline of new business• Maintains accurate CRM records.• Generates new referral sources and follows up with existing introducers through networking events, cold calling, and research• Works with Sales Team to research markets, develop exhibition marketing, create plans for mailing programs, and work with Operations Team to promote client-generated leads • Conducts analysis to support Marketing solutions and campaigns, planning, campaign strategy, customer segmentation and targeting, and/or measurement of Marketing programs• Coordinates marketing efforts with Sales Team and develops synergies with larger company plan• Provides additional HOC support to the local office when required

• Work various markets to ensure product placement for maximum exposure. • Communicate with store managers to maximize product placement.• Manage routes and oversee shipping obstacles to maintain efficiency of daily schedule.