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Client Relationship Representative / Loan Officer Assistant - Hybrid

Client Relationship Representative / Loan Officer Assistant - Hybrid

Benchmark MortgagePlano, TX, US
20 days ago
Job type
  • Full-time
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
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