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Customer Administrative Support Specialist

Equity Resources Inc

Newark (OH)

On-site

USD 35,000 - 45,000

Full time

16 days ago

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Job summary

Equity Resources Inc is seeking an ENTRY-LEVEL Customer Admin Support Specialist to join their team in Newark, Ohio. This in-office role focuses on assisting customers in the mortgage loan process and fostering a supportive environment. Ideal for individuals looking to grow in the mortgage industry, with a strong emphasis on attention to detail and customer service.

Benefits

Medical insurance
Dental insurance
Vision insurance
401(k)
Company-paid life insurance

Qualifications

  • HS diploma or equivalent required.
  • Skills in office procedures and MS Office Applications required.
  • Strong attention to detail and organizational skills necessary.

Responsibilities

  • Assist customers through efficient administrative processing of mortgage loans.
  • Respond to email correspondence from Loan Officers promptly and professionally.
  • Initiate and follow up on verification requests necessary to complete a loan package.

Skills

Attention to detail
Organizational skills
Customer service

Education

High School diploma or equivalent

Tools

Microsoft Office Applications

Job description

Description

We have a great, ENTRY-LEVEL opportunity for a bright, ambitious newcomer to learn about and grow within the mortgage industry! Are you detail-oriented and customer focused? Have you been looking for a great company that's family owned, who recognizes your contributions, and has a great environment? A company whose goal and purpose is to Improve the Lives of Families? Take a look at Equity Resources!

This will be an in-office position at our Corporate Office on the historic square in downtown, Newark OH.

Primary Function

The primary objective of the Customer Admin Support Specialist is to assist customers through efficient administrative processing of mortgage loan(s) throughout the mortgage loan process.

The Customer Admin Support Specialist must be able to instill confidence in and build trust with the Production Specialists (processors) and Mortgage Specialists (loan officers). Furthermore, the Customer Admin Support Specialist must interact with other employees to foster an atmosphere of exceptional customer service and a work environment that is edifying and supportive, creating Raving Fans both internally and externally.

DUTIES

The following duties are shared between our CAS Specialists:

  • Respond promptly and professionally to email correspondence from the Loan Officer.
  • Initiate and follow up on all verification requests necessary to complete a loan package. (i.e. verification of mortgage, verification of deposit, verification of employment, etc.)
  • Order required documentation such as appraisals, title searches, and payoffs.
  • Follow up and update the status of all ordered items to ensure timely completion.
  • Communicate with the Loan Processor regarding the status of required loan items.
  • Submit complete loan packages to the underwriter and address conditions from conditional approvals.
  • Ensure loan packages are complete and notify the Loan Processor to advance the file.
  • Adhere to established deadlines and performance standards.
  • Maintain accurate and up-to-date notes in each loan file.
  • Provide front desk support as scheduled and/or needed, including answering multi-line phone systems and greeting visitors.
  • Upload received documentation into the Loan Operating System (LOS).
  • Communicate clearly and effectively to internal and external partners.
  • Any other miscellaneous duties as required to process mortgage files and provide excellent customer service, as assigned.

Requirements

  • HS diploma or equivalent.
  • Requires skills in office procedures and Microsoft Office Applications or equivalent software.
  • Strong attention to detail and organizational skills.
  • Previous office experience is preferred, but not required.
  • Regular schedule is 8:30 AM – 5:00 PM with a 30-minute lunch; an alternate schedule of 8:00 AM – 5:00 PM or 8:30 AM – 5:30 PM is available for those who prefer a 1-hour lunch.

About Us

Equity Resources, Inc. is a privately owned and operated mortgage bank headquartered in Newark, Ohio. We are licensed in 21 states, including Washington D.C., and operate branch offices in many of those locations. Our vision and purpose at Equity Resources, Inc. is quite simply to Improve the Lives of Families. We pride ourselves in creating Raving Fans of our customers AND our employees. We are celebrating our 32nd year in business and are continuing to grow! Come join our team!

Equity Resources offers a comprehensive total compensation and benefits package that includes medical, dental, and vision insurance; 401(k); company-paid life insurance; and much more!

Equity Resources is an equal opportunity employer. It does not discriminate against applicants or employees on the basis of race, color, religion, creed, national origin, ancestry, disability that can be reasonably accommodated without undue hardship, sex, sexual orientation, gender identity, age, citizenship, marital or veteran status, or any other legally protected status.

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