Pipeline-Home Loan Specialist II- Customer Contact

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The Home Loan Specialist II is a skilled role supporting various Channels within the Mortgage Fulfillment Division (MFD).  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.

Job Description

  • Performing complex data and document validation
  • Troubleshooting third part orders (title, appraisal, hazard, flood cert, credit, etc.)
  • Handling more complex calls, emails or chat sessions
  • Completing appraisal eligibility tasks
  • Evaluating loan applications for compliance with product guidelines
  • Evaluating loan applications for regulatory compliance
  • Interacting with multiple departments to expedite processing and/or issue resolution
  • Performing other related duties as required and assigned
  • Demonstrating behaviors which are aligned with the organization’s desired culture and values

Ideal Candidate will have the following:

  • Must be a team player with strong attention to detail and able to work independently
  • Proven track record at delivering timely and accurate information in a fast-paced environment
  • Excellent critical thinking, problem solving, mathematical skills and sound judgment
  • Effective time management skills to deliver work on time
  • Highly proficient communicator, written and oral
  • Demonstrated proficiency with computers and mainstream computer applications (Microsoft, Google, etc.)
  • Financial Services and, if possible, mortgage industry experience preferred
  • General understanding of applicable Federal, State and Local regulations
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Location

We’re a national company with Tech hubs in Raleigh, NC; Plano, TX; Phoenix, AZ; Moorpark, CA, and remote workers in many states. Our Tech headquarters in Agoura Hills, CA is just miles away from Malibu Beach, nestled in the quiet hills, with access to excellent restaurants and great hiking trails.

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