Client Services Representative

2 weeks ago


Phoenix, United States Trellis Full time
Job DescriptionJob Description

The Client Services Representative (CSR) is the primary contact between Trellis and external customers to ensure client satisfaction for the services being provided by the organization. The Client Services Representative will also provide administrative support for the Homeownership Center which includes the Counseling & Education, Lending, and Realty lines of business.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

Associate Degree Preferred

Prior Mortgage Banking/Real Estate Experience Preferred.

LANGUAGE SKILLS

Equal proficiency in English and Spanish required.

Strong spoken and written communication skills. Ability to read and interpret documents such as mortgage loan documents, disclosures and loan modification documents. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.



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