Susan Baldewicz
Customer Engagement Manager @Inheritance Funding Company, Inc
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WORK HISTORY
Customer Engagement Manager @Inheritance Funding Company, Inc
San Francisco, CA, US
Contact the majority of new leads, discern the viability of a lead and funnel the good leads to the proper Funding Officer (FO) for service- Review all incoming web leads/marketing mailer phone calls and determine next action- Call, email and text potential clients. Up to 5 continuous days after initial inquiry- Upon contact with potential clients; Determine the basis of inheritance, Location of estate, Attorney involvement- Assign a FO to appropriate potential clients- Update database with real time actions regarding potential clients, including transfer to FO- Code and close out unresponsive or unqualified leads in database.
EDUCATION
Milwaukee Area Technical College
Photography - Commercial Art
SKILLS
ABOUT SUSAN BALDEWICZ
I am an extraordinary Executive Assistant for 8+ years, Office Administrator, Office…
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