Client Services Representative

2 weeks ago


Auburn Hills, Michigan, United States Customer Service Full time
Job Overview

As a Client Services Representative, you will play a vital role in ensuring customer satisfaction and operational efficiency within our organization.

Key Responsibilities:
  • Inputting and managing data accurately
  • Organizing and categorizing loan documentation
  • Requesting income verifications
  • Confirming Social Security Numbers
  • Indexing loan conditions effectively
  • Coordinating document orders and uploads
  • Conducting loan verifications
  • Preparing and submitting summary reports
  • Reviewing compliance with state and federal regulations
  • Managing inbound and outbound communication
Required Qualifications:
  • High school diploma or equivalent qualification
  • No prior mortgage experience required
  • Proficient with technology, including dual monitor setups
  • Detail-oriented and process-driven
  • Comfortable engaging with clients via phone
  • Able to multitask and adapt to evolving situations
  • Positive demeanor and eagerness to learn
  • Strong attention to detail
  • Experience in a professional or office environment

We provide a competitive salary and comprehensive benefits, including health insurance, paid time off, and opportunities for professional development. This position is ideal for motivated individuals who are passionate about delivering exceptional client service.

Please note that this is an entry-level role, and while prior experience is not necessary, strong problem-solving skills, excellent communication, and a willingness to learn are crucial for success in this position.



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