Client Success & Records 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

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.