Home Lending Assistant I

Job Responsibilities

• Delivers best in class customer service throughout the process, for both inbound and outbound calls.
• Communicates updates to Home Lending Advisor(s) on pipeline status and updates customers and third parties related to the transactions. Work daily priorities ensuring timely completion of tasks.
• Contacts the customer to discuss the terms and conditions of the loans to ensure understanding. Discuss proposed time frame for the loan signing at the request of, or in the absence of, the Home Lending Advisor(s).
• Updates the information in the system of record as well as keeps up to date and accurate communication logs ensuring a smooth downstream process for the customer.
• Follows up on aged leads, aged pipeline loans, requests missing documents and communicates with customers. Immediately addresses all issues and concerns raised by the customer and involves the Home Lending Advisor(s) when appropriate.