Sales Support Specialist at U.S. Bank providing support to Correspondent lenders through onboarding and documentation processes.
Responsibilities
Review, onboarding and ongoing support of our Correspondent lenders by following established procedures.
Reviewing new application packages, communication with our sales team, lenders and Housing Finance Authorities.
Obtain missing documentation, update our client management system to onboard new lenders, organize files and perform review of annual recertifications.
Respond to questions from our lenders, HFA partners, internal staff and our sales team in our shared mailbox.
Review monitoring actions against our lender base and follow procedure for collecting information.
Build good rapport with sales staff, take ownership and actively build credibility and trust.
Offer support to other colleagues where necessary.
Participate in completing miscellaneous departmental projects as necessary.
Requirements
High school diploma or equivalent
Typically four to five years of clerical experience
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
Ability to manage multiple tasks/projects and deadlines simultaneously
Ability to identify and resolve exceptions and to interpret data
Proven customer service/relations skills
Effective interpersonal, verbal and written communication skills
Minimum 4 years mortgage experience, processing or Correspondent Lending lender approval experience.
Benefits
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year
Head of Customer Service managing order execution from Singapore hub. Leading order management for affiliates and ensuring customer service excellence across APAC region.
User Support Specialist at ABSC providing expertise for the POSTMAN platform. Collaborating with users to facilitate intelligence analysis and data retrieval with enhanced technology.
Application Support Specialist providing solutions for construction accounting. Resolving software issues and creating guides to enhance customer experience with Trimble's innovative products.
Customer Service Advisor assisting customers with Bupa health insurance inquiries. Handling calls empathetically while guiding customers regarding their coverage and requests.
Customer Service Representative managing Wholesale B2B inquiries for Portugal and Spain. Ensuring high customer service levels and effective communication with other departments.
Customer Service Coordinator providing expert support in the automotive industry with a focus on customer service. Engaging clients, resolving issues, and maintaining service excellence with AI tools.
User Support Agent at Accurx facilitating communication in healthcare by resolving user queries via Intercom and synthesizing feedback for product enhancements.
Customer Service Trainer improving onboarding and training programs at Paysafe. Collaborating with Operations to enhance learning culture and effectiveness.
Customer Service Representative at Carrier supporting clients via phone and electronic communication. Resolving inquiries effectively, facilitating product shipments, and ensuring customer satisfaction.