Client Success Manager - Loan Partner
HOM | Home Ownership Mortgage, LLC
Mesa, AZ US
Posted ago
HOM | Home Ownership Mortgage, LLC

We are looking for a highly-skilled "Client Success Manager - Loan Partner" to join our top-producing team and work alongside our loan officers. This position requires a unique mix of sales and customer service skills, plus the ability to manage loan files from beginning to end. Effective communication skills are essential for building relationships that help us to obtain future business. If you are detail-oriented, thorough, and can offer top-notch customer service, apply now!

Compensation: $30,000 - $48,000+ monthly bonuses

  • Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service
  • Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/ loan officer
  • Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
  • Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed
  • Assist with administrative duties such as making and screening calls, booking appointments, etc.
  • Excellent customer service and communication skills and willing to go above and beyond for customers and team
  • Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred
  • Although not required, having an NMLS license or training is preferred
  • College degree in finance or banking preferred. High school diploma or equivalent required
  • Strong understanding of loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.

  • Preferably 2+ years of experience in a professional office or mortgage environment as a mortgage loan officer assistant or similar position

$30,000 - $48,000+
About HOM | Home Ownership Mortgage, LLC

Unlike the cold-impersonal big bank and online lender, we make each opportunity to serve as personal and unique as YOU are! We help you architect the ideal home loan in concert with a mortgage and debt management plan and an overall wealth strategy. We work for the borrower, not the bank. As an independent mortgage broker, we have the ability to offer many more programs and wholesale rates and fees from multiple lenders and banks across the country and pass that on to the families we serve. Banks and mortgage companies offer limited programs and higher fees. We instead, shop for you… often finding wholesale lenders, banks, investors and hedge funds with better options the general consumer doesn’t even know exist!

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