Prospect Mortgage Career Opportunities
Customer Service Assistant (4)
CA - Irvine
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Customer Service Assistant
 
We are seeking to hire 4 Licensed or non-licensed or have the ability to get licensed for our team!
This is a great job! Excellent base plus file bonus on the loan you assist in closing! Direct hire with full benefits, 401K and PTO along with paid holidays! We are located in Irvine!
Great fun team environment!
 
The Licensed Call Center Associate is responsible for providing assistance to the assigned production team or Loan Officers in originating and processing loans.
 
Loan Prospecting
·         Solicit loans from consumers
·         Field inbound calls, determine where the buyer is in the education phase. Dial leads on behalf of the LO.
·         Work with clients by phone and in-person gathering required information to complete an Application.
·         Collect and analyze information regarding income, assets, investments, and debts.
·         Gather and analyze facts, Determine what documents and signatures are required for a completed loan package
o    Request, pick-up and/or deliver necessary documents.
·         Once Loan Officer analyzes, quote rates, programs and payments to Clients.
·         Complete package and prepare for Opener.
 
Processing
·         Expedite loan processing and underwriting working with designated Processing team.
·         Communicate all processor needs directly to clients
·         Analyze underwriting conditions, offering alternative solutions to Underwriter as warranted.
·         Update Clients on loan processing status.
·         Open escrow and title orders.
·         Contact clients with any post-closing issues and resolve issues.
·         Provide high-level customer service to LO Clients.
Resolve Problem upon conditioning, suspension, or denial of loan
·         Determine other methods or documentation to meet investor guidelines
·         Determine best method to resolve problems and advise Loan Officers
·         Compare and evaluate available loan products to determine whether a different loan program can resolve problems to close loan and minimize risk.
 
X


 
New Loan Officer On-boarding
·         .
·         Provide internal support and information
·         Provide help and support for Company loan workflow and systems including Pronet, TeamSite, TimeSaver, HRIS, MIQ, etc.
Coaching and Training
·         Work with Loan Officers to improve the quality and the submission of the loan application and file, if necessary.
·         Provide training to Loan Officers and Realtors as requested.
·         Review ProNet entry for accuracy as requested by Loan Officer or Agent
Miscellaneous
·         Direct marketing projects for LO
o    Work with Marketing department to ensure materials are produced as requested and on time
·         Work planning, prioritization and assignment
·         Ensure compliance with Company Policies
·         Meet position requirements and objectives
·         Demonstrate and encourage integrity and alignment with Company Vision, Mission and Values
·         Other duties as assigned
·         Handle special projects assigned
Weekly 5%
         

·         Knowledge of mortgage banking lending procedures
·         Customer service skills
·         Sales skills
·         Negotiating skills
·         Knowledge of Loan Processing procedures
·         Knowledge of loan products and pricing
·         Excellent customer service skills
·         Problem solving and conflict resolutions skills
·         PC Skills (MS Office
·         Analytical and mathematical skills and applications
·         Strong communication skills (verbal, written, listening)
·         Presentation skills
·         Attention to detail; multi-tasking skills; excellent time-management skills
·         Ability to work independently with minimal supervision
·         Flexibility and adaptability in a fluid and rapidly changing environment
·         Willingness to do more than basic job requirements as needed
 
 
                                                                                                               
 
Customer Service Assistant
 
We are seeking to hire 4 Licensed or non-licensed or have the ability to get licensed for our team!
This is a great job! Excellent base plus file bonus on the loan you assist in closing! Direct hire with full benefits, 401K and PTO along with paid holidays! We are located in Irvine!
Great fun team environment!
 
The Licensed Call Center Associate is responsible for providing assistance to the assigned production team or Loan Officers in originating and processing loans.
 
Loan Prospecting
·         Solicit loans from consumers
·         Field inbound calls, determine where the buyer is in the education phase. Dial leads on behalf of the LO.
·         Work with clients by phone and in-person gathering required information to complete an Application.
·         Collect and analyze information regarding income, assets, investments, and debts.
·         Gather and analyze facts, Determine what documents and signatures are required for a completed loan package
o    Request, pick-up and/or deliver necessary documents.
·         Once Loan Officer analyzes, quote rates, programs and payments to Clients.
·         Complete package and prepare for Opener.
 
Processing
·         Expedite loan processing and underwriting working with designated Processing team.
·         Communicate all processor needs directly to clients
·         Analyze underwriting conditions, offering alternative solutions to Underwriter as warranted.
·         Update Clients on loan processing status.
·         Open escrow and title orders.
·         Contact clients with any post-closing issues and resolve issues.
·         Provide high-level customer service to LO Clients.
Resolve Problem upon conditioning, suspension, or denial of loan
·         Determine other methods or documentation to meet investor guidelines
·         Determine best method to resolve problems and advise Loan Officers
·         Compare and evaluate available loan products to determine whether a different loan program can resolve problems to close loan and minimize risk.
 
X


 
New Loan Officer On-boarding
·         .
·         Provide internal support and information
·         Provide help and support for Company loan workflow and systems including Pronet, TeamSite, TimeSaver, HRIS, MIQ, etc.
Coaching and Training
·         Work with Loan Officers to improve the quality and the submission of the loan application and file, if necessary.
·         Provide training to Loan Officers and Realtors as requested.
·         Review ProNet entry for accuracy as requested by Loan Officer or Agent
Miscellaneous
·         Direct marketing projects for LO
o    Work with Marketing department to ensure materials are produced as requested and on time
·         Work planning, prioritization and assignment
·         Ensure compliance with Company Policies
·         Meet position requirements and objectives
·         Demonstrate and encourage integrity and alignment with Company Vision, Mission and Values
·         Other duties as assigned
·         Handle special projects assigned
Weekly 5%
         

·         Knowledge of mortgage banking lending procedures
·         Customer service skills
·         Sales skills
·         Negotiating skills
·         Knowledge of Loan Processing procedures
·         Knowledge of loan products and pricing
·         Excellent customer service skills
·         Problem solving and conflict resolutions skills
·         PC Skills (MS Office
·         Analytical and mathematical skills and applications
·         Strong communication skills (verbal, written, listening)
·         Presentation skills
·         Attention to detail; multi-tasking skills; excellent time-management skills
·         Ability to work independently with minimal supervision
·         Flexibility and adaptability in a fluid and rapidly changing environment
·         Willingness to do more than basic job requirements as needed
 
 
                                                                                                               
 
Prospect Mortgage is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.
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