Mortgage Client Advisor

Budget:

$0.00 - $0.00

Delivery:

7 days

Deadline:

December 21, 2023

Start date:

End date:

Tags:

customer service, Documentation, Mortgages


Join The Human Capital in making the dream of owning a home happen! We are seeking a Bilingual Mortgage Client Advisor who has excellent time management and the desire to help others. We have the best technological platform, support, great loan programs, and low rates but need great people to deliver the result to the consumers.

Role:

An Loan Officer Assistant assists Loan Officers and is a liaison between the clients, lenders, the Loan Officer, and other related third parties.

Oversee the work of the Loan Processors, ensuring that the process is smooth, trouble-free and the loan can be closed on time.

Ensure that the clients have a great experience with The Human Capital

Job Duties

Assist Loan officers with mortgage loan files and initial disclosures
Validate documents to detect any potential issues. Occupancy fraud is one of the potential risks, in addition to validating documents, you must address if there is a label “occupancy issue” attached to your file. Please refer to the Occupancy Issue Detector Instruction
Verify completeness of application information / documentation
Contact customers for initial, approval and funding conditions
Keep updated list of files with current statuses for Loan officers
Working and building new/ strong connections with realtors.

Requirements:

Entrepreneurial attitude with the ability to get-things-done
Possess superior interpersonal skills
Efficiently manage his/her time and schedule
Can work under high pressure and challenging environment
Previous experience in customer service, real estate, or mortgage is preferred
Multilingual is a MUST, preferably Chinese, Korean or Vietnamese

Location:

Pick up location:

Drop off location:

Proposals: 0

Posted in

June 15, 2024