Job Description

Description

Position Overview:

Benchmark takes pride in providing excellent customer service and the most efficient loan process to borrowers. The Client Relationship Representative/Loan Officer Assistant is an integral part of this process and is responsible for supporting one or more Loan Originators and our Mortgage-as-a-Service (MaaS) client through sales assistance, document collection, and client relationship management.

Ideal candidates for this position have proven customer relationship management skills, a high attention to detail, and proven organizational skills.

Essential Functions of the Role:

• Provide administrative and sales support to Loan Originators and Client Team.
• Collect and distribute documents and information pertinent to the processing and underwriting of the loan.
• Assist Loan Originators and Client Team in managing the pipeline of loan applications.
• Communicate with applicants on behalf of the Loan Originator/Client Team regarding expectations and loan status.
• Complete Ordering process for 3rd party services (Appraisal, Hazard Insurance, Flood Cert, Title Work, Survey)
• Other duties as assigned.

Essential Knowledge/Skills/Abilities:

• Knowledge of the mortgage loan process
• Proven relationship management skills
• Proven organization skills
• Ability to manage multiple deadlines
• Strong communication skills
• Proven ability to prioritize and multi-task
• Excellent time management skills
• Ability to work across organizational boundaries
• Strong problem-solving capabilities
• Experience with MS Office Suite

Experience Requirements:

• Minimum five years residential mortgage experience with Conventional, FHA experience required.
• VA proficiency preferred.
• Encompass experience preferred.

Education/Licensing Requirements:

• High school diploma or equivalent required.

Working Conditions:

• Fast-paced environment.
• Requires normal vision (corrected) both close and distant.
• Requires normal hearing levels (corrected).
• Requires working at a desk to use a phone and computer for extended periods of time.
• Requires sitting, bending.
• Works effectively with frequent interruptions.
• Lifting requirements of 10 lbs. occasionally.
• Minimal travel <5%.

Job Tags

Similar Jobs