Mortgage Solutions Consultant

3 weeks ago


Paradise Valley, Arizona, United States Tri Pointe Homes Holdings, Inc. Full time

Overview

We are seeking an experienced Mortgage Solutions Specialist to join our team at Tri Pointe Homes. If you have a passion for credit improvement and customer service, we encourage you to apply.

Position Summary

As a Mortgage Solutions Specialist, you will partner with homebuyers to identify credit improvement opportunities and create individualized action plans to optimize their credit profile. You will provide ongoing support to homebuyers throughout the implementation and completion of their action plans.

Responsibilities

  1. You will contact homebuyers referred by Loan Officers to discuss options and benefits of improving their credit score and review the credit optimization process timeline.
  2. You will submit credit inquiries on homebuyers' behalf, review credit reports, and identify potential issues or opportunities for improvement.
  3. You will consult with homebuyers to discuss their financial and credit position and timing to optimize for financing their home purchase.
  4. You will create a detailed action plan to guide homebuyers through the process of improving their credit and financial position.
  5. You will notify the Loan Officer of the action plan details, forecasted impact on the credit score, and target completion date.
  6. You will advise homebuyers on strategies to remove derogatory items and/or erroneously reported items on their credit report.
  7. You will provide ongoing support to homebuyers on their action plan implementation by following up on progress, answering inquiries, revising action plans, and re-checking credit as needed.
  8. You will monitor progress of all homebuyer action plans by tracking referrals, homebuyer follow-ups, action plan status and progress, and completion date.

Requirements

  • You must have advanced experience in reading credit reports and identifying opportunities for improvement.
  • You must have a strong understanding of how credit is measured and factors impacting credit score.
  • You must have demonstrated customer service skills, including experience in customer engagement and interaction.
  • You must have demonstrated organizational skills with the ability to manage and prioritize multiple tasks and projects.
  • You must have experience with CRM platforms, with SalesForce being preferred.
  • You must have strong communication skills with the ability to engage customers and team members with a high degree of professionalism.

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