Client Priority Specialist I

United Shore Financial Services LLC; Pontiac (MI); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

PTO after 30 days

401k with employer match

Medical, dental, vision insurance

Life insurance

Job summary

United Wholesale Mortgage is seeking a Client Priority Specialist to maintain client records and assist clients with updates. The role involves updating accounts, supporting logins, and handling inquiries via phone and email.

The ideal candidate has strong analytical abilities, excellent communication, and the ability to work independently in a fast-paced environment onsite on UWM's campus. We offer extensive benefits and development opportunities.

Qualifications

• Strong analytical and problem solving skills.
• Excellent verbal and written communication skills.
• Ability to work independently and be a self-starter.
• Onsite attendance is required.

Responsibilities

• Updating and maintaining accounts.
• Supporting website logins.
• Handling general account inquiries.
• Assisting clients, both internal and external, via phone and email.
• Drafting and mailing letters and notifications to clients.
• Reviewing conditions supplied for applications.
• Various projects as assigned by leadership.

Job description

A Client Priority Specialist uses their problem-solving skills with our guidelines to maintain our client records and assist our clients with updates. Their daily interactions are with a mix of internal and external clients. We are looking for a positive team player with a strong work ethic, positive attitude, coach-able, a high sense of urgency with tasks, great attention to detail, adapts well to change, excellent organization, and some who isn’t afraid to take ownership and shows pride in their work.

WHAT YOU WILL BE DOING

• Updating and maintaining accounts
• Supporting website logins
• Handling general account inquiries
• Assisting clients, both internal and external, via phone and email
• Drafting and mailing letters and notifications to clients
• Reviewing conditions supplied for applications
• Various projects as assigned by leadership

WHAT WE NEED FROM YOU

MUST HAVE QUALIFICATIONS:

• Strong analytical and problem solving skills
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office (Word, Excel, etc.) is preferred
• 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.