Mortgage Concierge Specialist
1 week ago
About This Job The main purpose of this job is to assist the Commerce Bank Mortgage sales channels and Retail branches by improving the customer experience, conversion on branch referrals, and communication with the sales team and branch network.The Mortgage Concierge Team Member assists the Commerce Bank Mortgage sales channels and Retail branches by improving the customer experience, conversion on branch referrals, and communication with the sales team and branch network. You’ll be responsible for maximum speed-to-market when coordinating lead management and referring mortgage sales opportunities.Essential FunctionsAct as a liaison between the branch network and the mortgage departmentMonitor a mortgage hotline number and delegate all uncovered lead opportunities to the appropriate Mortgage Banker per customer preferenceManage the inbound application watch list and inbound chat opportunities to delegate to the appropriate team member per customer preferenceManage and respond immediately to inbound contact forms and delegate to the appropriate Mortgage BankerCommunicate referred leads with referring party and branch leadership all the way through final lead dispositionAs needed or if required, analyze applicants’ financial status, creditworthiness, and property evaluation to determine eligibility and feasibility of granting home loansProvide timely communication updates to sales teams, branch networks, and all other functional areas of mortgage as needed in accordance with established service level agreements and compliance industry regulations. This includes but is not limited to standard policy-required applicant correspondence regarding needed file documentation, looming deadlines, general milestone communication points and decisions.Adhere to established reporting for concierge team members e.g. Opportunity Funnel, Conversion, Engagement Rate ScoreCoordinate with Mortgage Bankers on pre-approvals to follow-up on, communicate with, and action in the lead management systemPerform other duties as assigned Knowledge, Skills & Abilities RequiredAbility to adhere to CBI Code of ethics, Do not Call Regulations, Privacy and Opt-Out procedures, HMDA data collection, Suspicious Activity procedures, Adverse Action requirements, Equal Credit Opportunity Act (ECOA), Fair Housing Act (FHA), Commerce’s pricing policies, and all Fair Lending policies and proceduresAbility to possess and maintain a NMLS numberAbility to deliver best in class client care to staff referral pipeline and clients utilizing the lead management data baseProven track record for providing exceptional internal and external customer serviceAbility to work independently while leading and exceeding goals and processing deadlinesMotivated and organized self-starter with strong attention to detail and the ability to manage multiple prioritiesInquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skillsAbility to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core ValuesAdvanced level proficiency with Microsoft Word, Excel and Outlook Education & ExperienceAssociate’s degree in Business or equivalent combination of education and experience required1+ year banking or financial services experience requiredExperience using a mortgage loan origination/processing and automated underwriting system requiredExperience using Encompass and Velocify systems preferred
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Mortgage Concierge Specialist
4 days ago
Kansas City, Missouri, United States Commerce Bank Full timeAbout Working at CommerceBuilding a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with...
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Mortgage Concierge Specialist
1 week ago
Kansas City, Missouri, United States Commerce Bank Full time $21 - $24About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with...
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Mortgage Concierge Specialist
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Kansas City, United States Commerce Bank Full timeMortgage Concierge SpecialistThe main purpose of this job is to assist the Commerce Bank Mortgage sales channels and Retail branches by improving the customer experience, conversion on branch referrals, and communication with the sales team and branch network.The Mortgage Concierge Team Member assists the Commerce Bank Mortgage sales channels and Retail...
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