Home Loan Specialist I Customer Contact

Job Description

The Home Loan Specialist I is an entry level role supporting various Channels. The individual acts as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. Responsibilities may be limited within a specific function/channel or across functions/channels.

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Performing routine data entry and validation tasks

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Initiating third party orders (title, appraisal, hazard, flood cert, credit, etc.)

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Reviewing and validating loan documents

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Handling routine calls, emails and/or chat responses

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Assigning and distributing work loads

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Monitoring work queues and intervening as needed

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Interacting with multiple departments to expedite processing and/or issue resolution

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Performing other related duties as required and assigned

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Demonstrating behaviors which are aligned with the organization's desired culture and values

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Must be a team player with strong attention to detail and able to work independently

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Proven track record at delivering timely and accurate information in a fast-paced environment

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Excellent critical thinking, problem solving, mathematical skills and sound judgment

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Effective time management skills to deliver work on time

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Capable communicator, written and oral

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Demonstrated proficiency with computers and mainstream computer applications (Microsoft, Google, etc.)

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Financial Services and, if possible, mortgage industry experience preferred

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General understanding of applicable Federal, State and Local regulations

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Associate's Degree

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