Client Approval Specialist I

United Wholesale Mortgage; Pontiac (MI); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Paid Time Off (PTO) after just 30 days

401k with employer match

Free membership to fitness center

Medical, dental, vision and life insurance

Paid training and career development

Job summary

A leading mortgage company located in Pontiac, Michigan, is seeking a detail-oriented individual for a client service role. Responsibilities include reviewing applications, analyzing client documents, and providing exceptional service. The ideal candidate has 1-2 years of experience, strong analytical skills, and proficiency in Microsoft Office. This role requires onsite attendance and offers numerous perks such as a fitness center, medical benefits, and paid time off after 30 days.

Qualifications

• 1-2 years experience with Elite Client Service.
• Onsite attendance is required.

Responsibilities

• Review applications submitted to UWM.
• Analyze client documents for completeness.
• Provide client service to internal and external clients.
• Process denials and approvals.

Skills

Analytical and problem solving skills

Excellent verbal and written communication skills

Self-starter

Positive attitude

Education

High School Diploma or equivalent

Tools

Microsoft Office (Word, Excel, etc.)

Job description

Use your problem‑solving skills and our guidelines to determine if a company is able to become and/or receive additional approvals with us as a client. Daily interactions with a mix of internal and external clients. Looking for a team player with strong work ethic, positive attitude, coach‑able, sense of urgency in tasks, attention to detail, adapts well to changes, organized, someone that is driven and takes ownership and pride in their work.

What You Will Be Doing

• Reviewing new and change status applications submitted to UWM
• Reviewing conditions supplied for applications
• Running/requesting, reviewing, and analyzing professional, industry background checks on clients
• Closely analyzing information and documents provided for completeness and determine if the client is eligible for approval/fit the UWM Business model.
• Reviewing new signup applications and working with BDT/Sales
• Managing queues within OBA for day to day tasks.
• Providing great client service to both internal and external clients.
• Processing denials and approvals.
• Processing change of structure requests (broker to correspondent and vice versa)

What We Need From You

Must Have Qualifications

• 1-2 years experience with Elite Client Service
• Strong analytical and problem solving skills
• Excellent verbal and written communication skills. Proficiency in Microsoft Office (Word, Excel, etc.)
• Positive attitude
• Ability to work independently and be a self‑starter
• High School Diploma or equivalent
• Onsite attendance is required

The Place & The Perks

Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans? It’s all happening on UWM’s campus, where our award‑winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement.

It’s no wonder that out of our six pillars, People Are Our Greatest Asset is number one. It’s at the very heart of how we treat each other, our clients and our community. Whether it’s providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life.

From the team member that holds a door open to the one that helps guide your career, you’ll feel the encouragement and support on day one. No matter your race, creed, gender, age, sexual orientation and ethnicity, you’ll be welcomed here. Accepted here. And empowered to Be You Here.

More Reasons You’ll Love Working Here Include

• Paid Time Off (PTO) after just 30 days
• Additional parental and maternity leave benefits after 12 months
• Adoption reimbursement program
• Paid volunteer hours
• Paid training and career development
• Medical, dental, vision and life insurance
• 401k with employer match
• Mortgage discount and area business discounts
• Free membership to our large, state‑of‑the‑art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full‑size basketball court
• Wellness area, including an in‑house primary‑care physician’s office, full‑time massage therapist and hair salon
• Gourmet cafeteria featuring homemade breakfast and lunch
• Convenience store featuring healthy grab‑and‑go snacks
• In‑house Starbucks and Dunkin
• Indoor/outdoor café with Wi‑Fi

DISCLAIMER

All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Team members may be required to perform other or different job‑related duties as requested by their team lead, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise. Employment with UWM is "at‑will." UWM is an Equal Opportunity Employer. By selecting “Apply for this job online” you provide consent to UWM to record phone call conversations between you and UWM to be used for quality control purposes.