Job Description
Job DescriptionAbout the Client
Our client is a rapidly growing company reimagining the infrastructure behind one of the largest sectors of the U.S. economy. Operating at the intersection of finance and technology, they are tackling the inefficiencies of a traditionally manual and fragmented industry by building fully programmatic solutions that streamline complex regulatory and operational workflows. The team is composed of experienced professionals from leading fintech and technology firms and is backed by notable investors and industry leaders.
About The Role
Our client is seeking an entrepreneurial Client Success Specialist. This role involves hands-on management of originating customers as well as cross collaboration with internal partners to ensure efficient, compliant loan originations. This will be achieved whilst enhancing systems and workflows for high-quality, scalable operations. You will help shape the platform's future by maintaining and nurturing excellent relationships with customers
Key Responsibilities:
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Customer Assistance: Respond to inbound customer inquiries via phone, email, and chat, addressing questions related to mortgage loans, applications, payments, refinancing, and more.
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Problem Solving: Diagnose and resolve customer issues, providing clear, accurate information, and escalate more complex issues when necessary.
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Documentation: Maintain detailed records of customer interactions and transactions, ensuring all inquiries are documented and follow-up actions are completed.
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Loan Process Guidance: Provide step-by-step assistance to customers throughout the mortgage application and approval process, including document submission and loan status updates.
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Cross-Team Collaboration: Work closely with underwriting, processing, and external loan officers to resolve customer queries and ensure timely updates.
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Compliance Adherence: Stay up-to-date with mortgage industry regulations and company policies to ensure compliance in all customer interactions.
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Proactive Outreach: Identify opportunities to enhance customer satisfaction through proactive communication, including follow-up on pending loan statuses and other inquiries.
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Feedback Collection and Testing: Gather customer feedback and provide insights to the management team to improve processes, customer experience, and service offerings.
Qualifications:
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Experience: 2-5 years of experience as a Loan Officer, Loan Processor or customer support, preferably in the mortgage industry.
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Mortgage Knowledge: Understanding of mortgage processes, terminology, and regulations (e.g. underwriting guidelines, TRID timelines, third party services, etc.).
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Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex concepts clearly and concisely. Strong empathy, patience, and a customer-first attitude to build rapport and trust with clients.
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Problem-Solving: Strong analytical and problem-solving skills, with the ability to think quickly and handle challenges in a calm, professional manner.
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Attention to Detail: High level of accuracy and attention to detail in handling customer inquiries and documentation.
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Multitasking: Ability to handle multiple customer inquiries simultaneously and prioritize effectively in a fast-paced environment.
Benefits
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Ownership: Meaningful early-stage equity
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Healthcare: Top-tier medical, vision & dental with support for dependents.
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401(k): Ability to save for your future.
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Flexible Time Off: Be on when you’re on and off when you’re off.
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Hardware Allowance: $2,000 to fix up your workspace.
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Annual Off-sites: Fully paid for team off-sites in beautiful corners of the world.
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At-cost Mortgages: The company will help you finance your next home when you’re ready
Other
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Location: This position can be a in-person, hybrid or remote position