Shawn Richard Team
Are you looking to work alongside leaders in the mortgage industry that will help you grow your career? We’re looking for a full-time loan partner that will help our applicants get mortgage ready and support them throughout the loan process. This position is the perfect fit for organized, detail-oriented professionals driven to succeed in their role. If you’re interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today!
- Serve as the primary contact and liaison between clients, branch manager, and loan originator and conduct meetings to coordinate any follow-up items
- Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and work with the client to resolve any issues
- Assist with administrative duties such as making and screening calls, booking appointments, etc.
- Coordinate and prepare documentation necessary for verifications and underwriting such as loan packages, credit reports, and additional mortgage application paperwork
- Handle all customer and in-house inquiries as needed about transactions so the process is smooth and customers receive excellent service
- Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients
- MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred
- Minimum 1 year mortgage experience
- Possess an advanced understanding of different loan products, such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
- Must have an NMLS license or must be willing to become licensed within 30 days
About Shawn Richard Team
The Shawn Richard Team at Guaranteed Rate is an innovative mortgage team on a mission to change the mortgage experience for homebuyers and real estate agents through world-class communication, Feel Good Marketing, and education. We are seeking the best of the best to grow our team with AMAZING people who are passionate about taking care of the clients we serve.