Client Services Representative (Non- QM Loans)

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

Benefits offered by this job

Discretionary corporate bonus program

Health plans

STD and LTD options

Life insurance

Fitness reimbursement

Paid parental leave

Paid Time off

ESPP

401K matching

Job summary

CoreVest seeks a mortgage processing professional in Mill Valley to support loan processing, purchases, and related functions with strong product and data knowledge.

You will interact with underwriting, lock desk, funding, IT, and loan originators, delivering accurate data and timely reports while driving process improvements.

Qualifications

• 3+ years of recent mortgage industry experience.
• 3+ years of processing experience.
• Excellent analytical, communication and organizational skills.

Responsibilities

• Daily point of contact with loan originators and internal teams.
• Convey underwriting requirements clearly to clients and manage changes.
• Coordinate with Underwriting and Lock Desk to process requests.
• Coordinate with appraisal vendors to meet SLAs.
• Ensure accurate and timely mortgage loan data.
• Provide analytics and reports to support decisions.

Skills

Analytical thinking

Interpersonal skills

Excel

Word

Mortgage processing systems

Multitasking

Organized

Education

High School diploma

Tools

Loan origination systems

Job description

At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences.

About the Role

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).

Responsibilities

• 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.

Qualifications

• Preferred High School diploma.
• 3+ years of recent mortgage industry experience.
• 3+ years of recent processing experience.

Required Skills

• 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.

Pay range and compensation package

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
• 401K matching

Equal Opportunity Statement

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.