Client Services Representative (Aspire Non-QM)

Redwood Trust Inc; Mill Valley (CA); Hybrid; USD 65,000 - 85,000; Full time

Job summary

Redwood Trust Inc in Englewood, CO is seeking a mortgage analyst to support loan processing, data accuracy, and client service across internal and external teams. The role requires industry experience and strong communication to coordinate underwriting, funding, and vendor interactions.

The ideal candidate will handle multiple tasks, be detail-oriented, and proficient with mortgage-related systems and Excel/Word. This is a hybrid role with competitive benefits.

Qualifications

• Preferred High School diploma.
• 3+ years mortgage industry experience.
• 3+ years processing experience.
• Analytical thinking, diplomacy and professionalism.
• Strong interpersonal and communication skills, both written and oral.
• Proficiency with Excel & Word.
• Experience with loan origination systems, document management, or other mortgage-related processing systems.

Responsibilities

• Daily point of contact with loan originators, secondary marketing, underwriting, loan delivery, and IT departments.
• Convey requirements clearly to clients and manage changes as applicable.
• Manage and answer product questions and escalate complex issues.
• Coordinate with Underwriting and Lock Desk to process underwriting and product exception requests.
• Coordinate with Appraisal and Due Diligence vendors to meet service level agreements.
• Ensure accurate and timely loan data flow and diagnose issues.
• Deliver data, loan files, and collateral files to vendors supporting loan purchase.
• Provide process improvement requirements to internal technical team.
• Manage condition and pipeline follow-up for credit and collateral documents.
• Maintain time and quality metrics around SLAs.
• Provide analytics and documentation to support asset acquisition and investment decisions.
• Create and distribute lock and operational reports.

Skills

Analytical thinking

Diplomacy and professionalism

Interpersonal and communication skills

Multi-tasking

Organizational skills

Education

High School diploma

Tools

Loan origination systems

Document management systems

Excel

Word

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

*Regular Full-Time Analyst Mill Valley, CA, US

2 days ago Requisition ID: 1623

Position Summary

The position requires experience in a mortgage role involving loan processing, loan purchases or other functions with solid mortgage product and data knowledge. Strong attention to detail and process, clear communication skills, and outstanding client service support are key factors. The successful candidate will have a high level of interaction with internal parties (Underwriting, Lock Desk, Funding, IT) and external parties (loan originators, custodians, servicers, and other 3rd party service providers).

This role is hybrid based out of our Englewood, CO office.

Responsibilities & Duties

• Daily point of contact may include interaction with loan originators, secondary marketing, underwriting, loan delivery, and IT departments.
• Full understanding of operational policies, with the ability to convey requirements clearly and concisely to clients and manage changes as applicable.
• Manage and answer product questions and **escalate** complex product/underwriting issues to appropriate parties.
• Coordinate with Underwriting and Lock Desk to process underwriting and product exception requests.
• Coordinate with Appraisal and Due Diligence vendors to process appraisal review requests to meet service level agreements.
• Ensure the flow of accurate and timely loan data; quickly diagnose issues and inconsistencies for mortgage loan data.
• Facilitate the delivery of data, loan files, and collateral files to vendors supporting the loan purchase process.
• Provide process improvement requirements to the internal technical team in support of constant improvement in conduit work systems.
• Condition and pipeline management follow-up for both credit and collateral documents.
• Manage time and activities to agreed-upon service level turn times and quality metrics.
• Provide analytics and documentation to support asset acquisition and investment decisions.
• Create and distribute various lock and operational reports.
• Preferred High School diploma.
• 3+ years of recent mortgage industry experience.
• 3+ years of recent processing experience.
• Analytical thinking ability, diplomacy and professionalism.
• Strong interpersonal and communication skills, both written and oral.
• Technologically savvy, with the ability to work in varied systems, Proficiency with Excel & Word.
• Experience with loan origination systems, document management, or other mortgage-related processing systems.
• Able to handle multiple tasks and manage workload independently.
• Organized, detailed-oriented, and maintain reliable follow-through.

A reasonable estimate of the total compensation range for this role is $65,000-$85,000. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.
At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.