Mortgage Operations Specialist
1 week ago
As a Mortgage Operations Specialist at Embakire, you will be responsible for conducting thorough investigations, tracking, and resolving client experience issues related to mortgage loan origination or servicing. Your attention to detail and analytical skills will be essential in reviewing allegations, drafting response communications, and ensuring compliance with company, legal, and regulatory requirements.
Key Responsibilities:
- Investigate and resolve client complaints related to mortgage loan origination or servicing
- Review and update inquiries in proprietary firm systems, filing and cataloging supporting documentation
- Draft response communications adhering to company, legal, and regulatory requirements
- Discuss updates with Private Bankers, Financial Advisors, Operations personnel, and associated partners
- Assist management in reviews of specific inquiries as needed
- Develop, update, and publicize training on inquiry policies and procedures
- Manage inbound calls and emails from clients, sales teams, and third-party vendors
- Produce and deliver monthly and ad-hoc reporting to senior management
- Maintain excellent working relationships with internal and external partners
Requirements:
- Minimum 5 years' experience in mortgage originations/operations
- Direct verbal and oral communication with clients, field, and operational partners
- Legal/Compliance experience preferred
- Bachelor's degree required
Skills and Abilities:
- Outstanding written, verbal, interpersonal, and analytical skills
- Ability to manage processes and/or projects without supervision
- Deep knowledge of the mortgage originations industry and associated processes
- Able to analyze complex issues and ensure deliverables are met
- Ability to manage time, prioritize, and plan accordingly
- Ability to manage key relationships with internal/external stakeholders
- Ability to negotiate and influence clients on key deliverables and timelines
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