Responsibilities:
• Handle customer inquiries and resolve any issues promptly
• Oversee customer accounts and take necessary actions in accordance with company policies
• Ensure the accurate and efficient processing of customer credit applications
• Maintain and update customer credit records regularly
• Coordinate with various stakeholders to confirm compliance with our Draw Process
• Carefully manage wire draw to protect against fraud
• Maintain balance in Project Workbook, Banklabs and Signature/Black Knight as Draws are made
• Ensure all required documents are stored correctly within our system, keeping shared drive to a minimum
• Monitor pipelines and ensure all recurring tasks, including receipt of final documentation, status updates and completion tasks, are completed on time
• Process modifications, payoffs and builder applications in a timely manner
• Assist with end of the year 1099 reporting for servicing
• Update builder/contractor licensing information annually and establish license review process as we expand into new states.
• Proficiency in 3M Coding is necessary for this role.
• Demonstrable experience with Adobe Acrobat is required.
• Familiarity with Automated Underwriting Systems is a must.
• Proficiency in using CRM (Customer Relationship Management) software.
• Strong data processing skills are essential.
• Experience with appraisals in the financial services industry is needed.
• Excellent bank relations skills are necessary.
• Previous experience in a call center customer service role is desirable.
• Knowledge of closing processes in the financial services industry is required.
• Compliance knowledge within the financial services industry is crucial.
Benefits available to contract/contract professionals, include medical, vision, dental, and life and disability insurance. Hired contract/contract professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.