Correspondent Sales Liaison II assisting the sales team in the purchase of closed loans. Monitoring pipeline, ensuring conditions are cleared timely, and resolving issues with large, complex customers.
Responsibilities
Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.
The Correspondent Sales Liaison II is responsible for assisting the Correspondent production sales team in the coordination of all functions related to the purchase of closed loans.
Monitors the pipeline of assigned Correspondents to identify loans that are not progressing through purchase review process within established time frames.
Works closely with assigned customers to ensure pend conditions are cleared in a timely manner.
Assists assigned Sales Director (SD) and/or Sales Executive (SE) in marketing and customer service.
Distinct partnership with sales territory leadership to resolve complex issues.
Lead deployment testing /implementation for new system enhancements.
Research and provide response to UW scenario questions.
Identify and escalate loan level and customer service issues as required.
Work with large, complex customers – High ranking executives, large sales staff, high volume.
Analyze and review new lender applications for content, net worth eligibility, delegation, etc.
Act as point of escalation on past due Quarterly Financials for AOT/lenders and lender approval certification issues.
Conduct trending reviews and assist sales director with underperforming business partner and conflict resolution.
New lender orientation training.
Performs related duties as assigned by management.
Requirements
High school diploma or equivalent, required.
2-4 Years’ experience in Correspondent Mortgage environment.
Extensive knowledge in AOT/DT, Bulk Mandatory Transactions and Best Effort Lenders.
Extensive knowledge of agency and government policies and guidelines.
Extensive knowledge of underwriting guidelines.
Strong interpersonal, oral and written communication skills.
Excellent customer service orientation.
Ability to multi-task, prioritize and time manage.
Ability to work autonomously under minimal supervision.
Benefits
Medical, dental, and vision insurance
Health Savings Account with employer contribution
401(k) Retirement plan with employer match
Paid Maternity Leave/Parental Bonding Leave
Pet insurance
Adoption Assistance
Tuition reimbursement
Employee Loan Program
The Newrez Employee Emergency and Disaster Fund is a new program to support our team members
Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee
Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions
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