Client Services Analyst

loanDepot • Chandler, AZ

2d

About The Position

Responsible for auditing and approving incoming and existing Partnership Lending Technology systems, including license management, due diligence, operations, and sales support. Requires a strong background in mortgage broker and correspondent licensing and compliance.

Requirements

• High School Degree or equivalent preferred and a minimum of four (4) + years’ experience working in a similar role with high-volume mortgage banker.
• Technology Savvy and experience with Mortgage POS and operating systems.
• Customer service experience, minimum of four (4) + years’ experience, working with Sales and Operations as internal clients and/or broker client experience.
• Proficient with Microsoft Office applications: Word, Excel, PowerPoint, Outlook, and Teams.
• Ability to interpret data and apply basic to intermediate math skills.
• Exceptional verbal, written and interpersonal communication skills.
• Solid problem-solving skills with a practical, solution-focused approach.

Responsibilities

• Completes due diligence requirements by reviewing company and principal officer information, analyzing regulatory databases to make approval determination.
• Audits and maintains all state licensing for company and individual loan originators. Maintains efficient databases to ensure proper tracking and reporting and manages ongoing database clean-up.
• Communicates with Partnership Lending leadership as needed.
• Works with legal on broker approval requests involving sanctions and/or actions against the broker or loan officer.
• Creates and maintains process documents, manuals, procedures, reports, and training materials.
• Creates and distributes Wholesale communications across Sales and Operations.
• Provides broker references to other lenders as needed.
• Obtains and provides Partnership Lending Leadership documentation to other entities as needed.
• Manages the Dynamics Wholesale ticketing and escalates tickets that are not solvable by the local teams. Provides emergency support to AEs and brokers.
• Terminates broker relationships as necessary in order to protect loanDepot.
• Audits IRS 1099s annually and perform annual renewals on brokers and correspondents.
• Coordinates with Licensing, Compliance and Legal on any state and federal law changes.
• Researches state and federal regulations which impact broker and correspondent relationships to ensure ongoing compliance.
• Communicates with leadership from various departments, sales territories and branches as needed. Assists AEs, Wholesale leadership, and Channel leadership with client data requests and territory management.
• Performs other duties and projects assigned.

Benefits

• Aggressive compensation package based on experience and skill set.
• Inclusive, diverse, and collaborative culture where people from all backgrounds can thrive.
• Work with other passionate, purposeful, and customer-centric people.
• Extensive internal growth and professional development opportunities including tuition reimbursement.
• Comprehensive benefits package including Medical/Dental/Vision.
• Wellness program to support both mental and physical health.
• Generous paid time off for both exempt and non-exempt positions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees