Job Details
Benefits
- 401(k)
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Job Description
Essential Job Functions
While assisting Account Managers; Communicate with loan originator, underwriter, funder, doc drawer or Territory Manager as required to ensure all parties are aware of loan status and any outstanding requirements ensuring quality customer service experience and adherence to established guidelines.
Provide status updates on loans as requested by brokers and/or Territory Manager
Follow up with broker for outstanding conditions and signed docs back
Daily pipeline management to include, but not limited to, requesting lock extensions, condition follow up, vendor follow up and data integrity in LOS as updates occur
Respond to internal and external customer inquiries on loan conditions and/or documentation requested for approval or funding
Negotiate and work to resolve problems with the broker as it relates to pricing, program changes and reworks to the loan request
Provide back up support as needed to review conditions received for accuracy and forward conditions to Underwriting for review in a timely manner
Verify that broker has received notification of loan approvals and status updates
Provide back up support as needed to process required change of circumstances and ensure redisclosures are processed within the required time frames
Disclose and re-disclose borrowers information
Order required verifications as outlined in thelender policies & procedures such as 4506T, VOE, VOD and SS validations
Assist brokers with broker portal questions/functionality
Communicate with management team on volume projections and status updates
Contribute to process improvement suggestions to promote process efficiency and enhance broker experience
Act as a role model of the company’s values, acting in an ethical and professional manner at all times
Cross-train on other operational functions as back up support
Perform other duties and special projects as required
Essential Job Skills
Maintain working knowledge of all loan programs to ensure loans conform with program requirements through the loan process and to able to answer questions as needed
Working knowledge of lending compliance and regulations
Ability to identify and resolve problems in a timely manner
Strong organizational and interpersonal skills
Clear understanding of the implications of customer service
Excellent verbal and written communication skills
Strong attention to detail and accuracy
Strong organizational and time management skills
Ability to multi-task and work in a deadline driven environment
Ability to work effectively in a team environment
Effectively manage the pipeline to achieve targeted closing ratios
Ability to work independently, handle detail and maintain confidentiality
Strong pipeline management skills
Knowledge of different loan types (e.g. conventional, Purchases, VA, IRRRL, FHA, etc.)
Strong Customer Service skills/customer service oriented
Must comply with all BSA/AML requirements as well as any mandatory changes. The following job functions are
Job Type: Full-time
Pay: $20.00 - $23.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Experience level:
- 1 year
Schedule:
- Monday to Friday
Work Location: Remote