Client Relationship Representative - Hybrid

Benchmark; Plano (TX); On-site; USD 40,000 - 65,000; Full time

Job summary

An established industry player is seeking a Client Relationship Representative/Loan Officer Assistant to enhance their customer service and streamline the loan process. This role is crucial in supporting Loan Originators and managing client relationships effectively. Ideal candidates will demonstrate exceptional organizational skills, attention to detail, and a strong ability to manage multiple tasks in a fast-paced environment. Join a dynamic team where your contributions will directly impact the efficiency of the loan process and client satisfaction.

Qualifications

• 5+ years of residential mortgage experience, including Conventional and FHA.
• Proficiency in VA loans preferred.

Responsibilities

• Provide administrative support to Loan Originators and Client Team.
• Collect and manage documents for loan processing.
• Communicate loan status to applicants.

Skills

Customer Relationship Management

Organizational Skills

Communication Skills

Problem-Solving

Time Management

Multi-tasking

Education

High School Diploma or Equivalent

Tools

MS Office Suite

Encompass

Job description

Position Overview:

Benchmark takes pride in providing excellent customer service and the most efficient loan process to borrowers. The Client Relationship Representative/Loan Officer Assistant is an integral part of this process and is responsible for supporting one or more Loan Originators and our Mortgage-as-a-Service (MaaS) client through sales assistance, document collection, and client relationship management.

Ideal candidates for this position have proven customer relationship management skills, a high attention to detail, and proven organizational skills.

Essential Functions of the Role:

• Provide administrative and sales support to Loan Originators and Client Team.
• Collect and distribute documents and information pertinent to the processing and underwriting of the loan.
• Assist Loan Originators and Client Team in managing the pipeline of loan applications.
• Communicate with applicants on behalf of the Loan Originator/Client Team regarding expectations and loan status.
• Complete Ordering process for 3^rd party services (Appraisal, Hazard Insurance, Flood Cert, Title Work, Survey)
• Other duties as assigned.

Essential Knowledge/Skills/Abilities:

• Knowledge of the mortgage loan process
• Proven relationship management skills
• Proven organization skills
• Ability to manage multiple deadlines
• Strong communication skills
• Proven ability to prioritize and multi-task
• Excellent time management skills
• Ability to work across organizational boundaries
• Strong problem-solving capabilities
• Experience with MS Office Suite

Experience Requirements:

• Minimum five years residential mortgage experience with Conventional, FHA experience required.
• VA proficiency preferred.
• Encompass experience preferred.

Education/Licensing Requirements:

• High school diploma or equivalent required.

Working Conditions:

• Fast-paced environment.
• Requires normal vision (corrected) both close and distant.
• Requires normal hearing levels (corrected).
• Requires working at a desk to use a phone and computer for extended periods of time.
• Requires sitting, bending.
• Works effectively with frequent interruptions.
• Lifting requirements of 10 lbs. occasionally.
• Minimal travel <5%.