Partner with mortgage advisors and operations team to facilitate seamless communication and efficient workflow throughout the mortgage application process
Collaborate with loan officers, processors, and underwriters to facilitate seamless communication and efficient workflow throughout the mortgage production process.
Ensure timely and accurate completion of tasks to meet production goals and deadlines.
Serve as a liaison between clients and the production team, addressing inquiries, providing updates, and ensuring a positive client experience.
Assist in gathering necessary documentation and information from clients to support loan applications.
Conduct regular reviews of loan files to ensure accuracy, completeness, and compliance with regulatory requirements and company standards.
Collaborate with the production team to address any identified issues promptly.
Collaborate with management to implement strategies to enhance production efficiency.
Participate in co-creation of strategies to enhance production efficiency.
Requirements
Strong attention to detail, organizational and communication skills.
Strong analytical, judgement and managerial skills
Excellent verbal and written communication
Demonstrated ability to adapt to a rapidly changing federal and state regulatory environment.
Ability to prioritize and meet deadlines.
Strong interpersonal and teamwork skills and ability to influence through collaboration.
Self-motivated, with a high level of personal energy and commitment.
Minimum requirement includes a high school diploma or equivalent; additional coursework in finance or a related field is advantageous.
Benefits
Day One Coverage – Your benefits begin on your first day, so you’re supported from the start
Nationwide Medical, Dental & Vision Coverage – Comprehensive plans that travel with you, wherever you are
Mental Health Support When You Need It – Immediate access to virtual therapy with licensed providers for you and your eligible dependents (ages 6+), with your first few visits covered at no cost!
Health Savings Account (HSA) – Includes an employer contribution to help you plan for healthcare expenses
Employer-Funded Dependent Care FSA – Support for childcare and/or dependent care costs
Disability & Life Insurance – Provided at no additional cost to give you added peace of mind
Flexible PTO – Time off when you need it, so you can recharge and focus on what matters most
Extra Perks & Discounts – Including pet insurance, savings programs, and more to support life beyond work