Job Overview
JOB DETAILS
REQUIREMENTS
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Associate’s degree or equivalent combination of education/experience; bachelor’s degree, preferred.
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Minimum 2 years’ experience as a Loan Processor or Loan Officer in the mortgage industry, preferred.
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Minimum 3 years’ experience using Encompass360 Banker’s Edition in a production role, preferred.
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Minimum 2 years’ experience providing direct support to employees or customers, preferred.
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Experience utilizing a ticketing system to handle Loan Support questions, preferred.
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Knowledge of mortgage loan origination activities, loan programs, and regulatory requirements.
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Knowledge on the use of verification, credit, appraisal, title, pricing, and automated underwriting services as they relate to mortgage loan origination.
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Excellent customer service skills.
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Proficient in Microsoft Word, Excel, Outlook.
RESPONSIBILITIES
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Provide daily loan support for all company employees via a ticketing system, inbound phone calls, email and in person for all company systems and software.
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Provide guidance and troubleshooting assistance to Loan Officers, Loan Processors, Underwriters and others on the usage of loan origination systems and services.
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Assist Loan Officers and Loan Processors in finding answers regarding loan eligibility and lending guidelines.
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Responsible for loan level administrative tasks within the loan origination system.
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Track tasks, activities and time spent within the ticketing system.
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Provide customer service in person, on the phone and via ticketing system.
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Collaborate among team members.
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