Lenmar Consulting
Title: Mortgage Client Experience Professional
Location: REMOTE
Remote/Hybrid/Onsite: REMOTE
Duration: 4+ months
Rate: $40.00 – $44.00/hr
RESPONSABILITIES:
Conduct the investigation, tracking, and resolution of client experience issues during the origination or servicing of a mortgage loan
Input, update, and close all inquiries in appropriate proprietary firm systems; file and catalogue all supporting inquiry documentation
Review/investigate allegations pertaining to Client complaints and draft necessary response communications adhering to company, legal and regulatory requirements
Discuss as appropriate any/all updates to inquiries with Private Bankers, Financial Advisors, Operations personnel and associated partners
Assist management in reviews of specific inquiries as needed
Aid in developing, updating, and publicizing training on inquiry policies/procedures
QUALIFICATIONS
Minimum 5 years’ experience in mortgage originations/operations
Direct verbal and oral communication with client, field and operational partners in a client focused organization
Legal/Compliance experience preferred
Bachelor’s degree required
Outstanding written, verbal, interpersonal and analytical skills
Ability to manage processes and/or projects without supervision
Deep knowledge of the mortgage originations industry and associated processes
A firm understanding of industry standard regulatory requirements
Ability to analyze complex issues and ensuring deliverables are met
Ability to manage time, prioritize and plan accordingly
Ability to manage key relationships with internal/external stakeholders
Ability to negotiate and influence clients on key deliverables and timelines
Lenmar Consulting
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