Description
Branch Opener
Department / Branch : DPC team, Corporate
Reports to : SVP Sales Fulfillment
FLSA Status : Non-Exempt
Work Schedule : Full-time
Locations : In-Office or Remote
POSITION SUMMARY
Successfully order and set up all mortgage loan files, communicating to all operation partners through various means loan application and file status.
Actively participate in ongoing efforts to continually improve customer service for internal and external customers.
Responsibilities
- Determine if the loan is ready to open and follow up to determine when the file can be opened.
- Determine what services are needed on each file based on loan program, and type of loan to order critical information.
- Review of borrower employment information, and order through third party or direct channels to verify income.
- Reach out to Mortgage Loan Originator, Realtors and Title companies for contact information and ordering.
- Ability to effectively communicate what has been done on the file and what is still missing, and the steps taken.
- Additional procedures may be added / changed, as determined by management.
- Clerical ad hoc duties, meetings etc, as needed.
Requirements
Broad Knowledge & Experience
Be structured, detailed and accurate in approach to all tasks required of this position.
Above Average Skills
Strong oral and written communication. Timely follow up skills are critical to the completion of each file. Skilled at multi-tasking and staying organized with proper time management.
Demonstrated Ability
Ability to work independently, with minimal supervision. Ability to succeed in a fast-paced, time sensitive environment.
General Knowledge
Mortgage lending and industry related best practices.
Competencies
Analytical, Integrity, Adaptability, Customer Service, Communication Skills, Initiative, Planning / Organizing, Professionalism, Emotional Intelligence.
Education & Experience
Degree or Equivalent
High School Diploma or equivalent required.
Years’ Experience
2 to 4-years industry related experience
Specialized Training
Specialized training required : Encompass POS system, RESPA / TIL
Work Environment
Physical Demands
Office or home office environment; Daily computer usage requires close vision. Regular attendance is required, regardless of work location.
Work Conditions
Fast paced, high volume activities.
Temperament
In order to succeed in this position high attention to detail, and organization, amidst fast changing environment is a must.
Compensation
Hourly Wage
$16.50 - $18.25 depending on experience.
Benefits
Voluntary : Medical, dental, vision, HSA, FSA, Short-Term Disability, Voluntary Life Insurance, CHUBB Supplemental Insurance, Pet Insurance, 401K
Company Paid : Long-Term Disability, Group Life Insurance, Employee Assistant Program (EAP), 401K Match, Employee Stock Ownership Plan (ESOP)
Salary Description $16.50 - $18.25 depending on experience.