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Role Description

As a Client Success Specialist you'll assist the Distributed Retail Loan Officers (DRLO) with overseeing the end-to-end mortgage loan process. You'll co-facilitate an exceptional experience for home borrowers while assisting with a smooth workflow for AmeriHome Loan Officers. You'll collaborate with Loan Officers and AmeriHome Colleagues in various departments to enhance performance, training, accuracy, and production targets, serving as a key liaison for borrower interactions. You'll have oversight with consumer-facing responsibilities to facilitate efficient loan processing, regulatory compliance, and a seamless borrower experience.

• Monitor loan processing workflows, identify bottlenecks, and implement process improvements to increase efficiency and ensure we are meeting Loan Disclosure Timelines as well as close of escrow deadlines.
• Ensure all loan documentation is complete, verified, and accurate, adhering to AUS findings, program parameters, and regulatory requirements.
• Manage the daily pipeline, ensuring loan lock and closing dates are met.
• Report on performance metrics.
• Collaborate with internal departments to meet key loan deadlines, including loan lock and closing dates. Manage pipeline reporting and key dates.
• Collaborate closely with loan officers to structure loans accurately and finalize loan details for closing.
• Proactively manage borrower communication to ensure a smooth and positive experience, answering questions, addressing concerns, and resolving issues promptly.
• Foster a collaborative environment between sales and operations to ensure alignment on goals and a unified approach to meeting customer and company objectives.
• Stay updated on changes in mortgage regulations and assist with training Distributed Retail colleagues on new guidelines and procedures.
• Collaborate with Compliance to inspect and ensure Distributed Retail is adhering to Regulations.
• Assess borrower needs and provide personalized consultation on loan options that align with their financial goals.

Qualifications

• 2+ years of related experience in Mortgage Industry or similar field.
• High school diploma required; Bachelor's degree in related field preferred.
• Entry level to intermediate knowledge of residential mortgage industry in Correspondent or Retail Lending; including sales, operations, capital markets and/or other residential mortgage products and services.
• Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Intermediate experience with Loan Origination Systems (Encompass).
• Advanced speaking and writing communication skills.
• Occasional travel required.

Benefits

• Competitive salaries.
• Ownership stake in the company.
• Medical and dental insurance.
• Time off.
• Great 401k matching program.
• Tuition assistance program.
• Employee volunteer program.
• Wellness program.
• Opportunity to bolster business knowledge and gain invaluable hands-on experience.