TPO Client Success and Systems Specialist

Job Description

Job Description

SUMMARY :

A TPO Client Success and Systems Specialist anchors the front end of our TPO channel. It orients new clients, guides them through our tech stack, and prepares loans for Candor, Account Managers, and Underwriting with precision. You remove friction for brokers, keep the pipeline crisp, and partner across teams to drive smooth, compliant closings. You unblock issues in the moment and then codify the fix, so it does not recur.

This role may be a great fit for someone with a background in mortgage operations or processing, client success or support, business or systems analysis, or change management, especially if you thrive in a fast-paced environment and enjoy driving change.

ESSENTIAL JOB FUNCTIONS :

Top Priorities

• Move files cleanly and compliantly : Clear alerts, validate data, and deliver Candor and AUS ready files with no surprises.
• Disclosure Expert : Assist with ordering of disclosures, COCs, and assessing when and if they're needed during the upfront portion of the process. Help with resolving disclosure issues and following up on non-compliance.
• Proactively assist brokers : provide white glove guidance, route questions to the right owners, and drive issues to closure.
• Strong communication : Communication with brokers and internal employees to help keep loans moving and addressing issues in an expedient manner.

Core Responsibilities

QUALIFICATIONS :

WORK ENVIRONMENT :

PHYSICAL DEMANDS :