Entry Level Client Review Specialist
About The Position
The Entry Level Client Review Specialist uses problem-solving skills and company guidelines to determine whether companies can become clients and whether existing clients qualify for additional approvals. The role involves daily interaction with internal and external clients, reviewing applications and supporting documentation, and making approval or denial decisions. The position requires onsite attendance and is not eligible for employer-sponsored work authorization now or in the future; applicants must already be authorized to work in the United States without employer sponsorship.
Requirements
- 1–2 years of experience with Elite Client Service.
- Strong analytical and problem-solving skills.
- Excellent verbal and written communication skills.
- Proficiency in Microsoft Office, including Word and Excel.
- Positive attitude.
- Ability to work independently and be a self-starter.
- High school diploma or equivalent.
- Onsite attendance is required.
- Must be authorized to work in the United States without employer sponsorship.
Responsibilities
- Review new and change-status applications submitted to UWM.
- Review conditions supplied for applications.
- Run or request, review, and analyze professional and industry background checks on clients.
- Analyze information and documents for completeness and determine client eligibility and fit with the UWM business model.
- Review new signup applications and work with BDT/Sales.
- Manage day-to-day task queues within OBA.
- Provide client service to internal and external clients.
- Process denials and approvals.
- Process change-of-structure requests, including broker-to-correspondent and correspondent-to-broker changes.
Benefits
- Paid time off after 30 days.
- Additional parental and maternity leave benefits after 12 months.
- Adoption reimbursement program.
- Paid volunteer hours.
- Paid training and career development.
- Medical, dental, vision, and life insurance.
- 401(k) with employer match.
- Mortgage discount and area business discounts.
- Free membership to a fitness center, including exercise classes and sports leagues.
- Onsite wellness amenities, including urgent care, massage therapy, and a hair salon.
- Gourmet cafeteria with breakfast and lunch.
- Convenience store with healthy grab-and-go snacks.
- In-house Starbucks and Dunkin.
- Indoor/outdoor café with Wi-Fi.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
