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Mortgage Customer Success Specialist
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Job Description
- Req#: 1191
Employer Industry: Financial Services
Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Supportive and collaborative work environment
- Chance to make a positive impact on client satisfaction and member experience
- Engage in a fast-paced role that emphasizes problem-solving and teamwork
- Comprehensive training and mentorship for new hires
What to Expect (Job Responsibilities):
- Assist clients with registering and submitting loans on the portal for loan setup review
- Troubleshoot issues related to credit reissuance and AUS engines, communicating resolutions to all parties
- Issue disclosures and ensure compliance with federal and state regulations
- Manage the indexing of submission documents and clear preliminary conditions for underwriting
- Serve as the liaison between sales and operations for all client needs
What is Required (Qualifications):
- Minimum of one year of experience in a related position, preferably within the lending or member service sector
- One year of direct public contact experience preferred
- Proficient typing skills of at least 35 words per minute and familiarity with online data operations
- Strong written and verbal communication skills
- Exceptional attention to detail and ability to manage priorities effectively
How to Stand Out (Preferred Qualifications):
- Experience in a customer service role within the financial services industry
- Familiarity with loan processing operations and compliance requirements
- Ability to train and mentor others in a professional setting
#FinancialServices #CustomerSuccess #CareerOpportunity #Teamwork #ClientSatisfaction
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