Client Support Specialist

Cedar Band Corporation•South Jordan, UT

1d•Onsite

About The Position

CBC Mortgage Agency (CBCMA) is a growing company that values personal and professional development. They offer a comfortable workplace that encourages networking and team socializing, competitive wages, and an excellent benefit package. CBCMA is a federally chartered tribal corporation wholly owned by the Cedar Band of Paiutes, providing industry-leading services across various sectors including mortgage, construction management, technology, and staffing solutions. They have grown to ten branded companies nationwide and employ over 100 people committed to their vision of being an industry leader. The Client Support Specialist works in collaboration with the Capital Markets team and the Lock Desk. This role serves as the primary point of contact for clients throughout their loan journey, providing exceptional service, clear communication, and timely assistance. The specialist guides borrowers through the mortgage process, from initial inquiry and application support to collecting documentation and addressing inquiries about loan status, terms, and conditions. They act as a liaison between clients and internal departments, resolving issues, managing expectations, and ensuring a seamless experience.

Requirements

Professionalism.
Time Management
Problem Solving/Analysis.
Detail Oriented.
Communication Proficiency.
Customer/Client Focus.
Results Driven.
High School Diploma or equivalent.
One year of position-related experience.
Must be authorized to legally work within the United States of America.

Responsibilities

Manage and resolve all inquiries/concerns from clients.
Provide technical support to help clients with troubleshooting system issues.
Manage Document Upload Report ensuring all uploaded documents are sent to QC Verify for indexing.
Work with Doc Vendors to ensure all 2nd lien docs are up to date and in compliance.
Adding and managing client users for the Client Access Portal (CAP).
Manage and process documents for employee loans.
Provide support to Account Executives to meet client needs and goals.
Assist in setting up 2nd lien docs for new clients.
Manage and reconcile Conflicts report.
Create and assist with Sample docs and Training material.
Review and publish daily rate sheet.
Assign Investors to loans via Bid Tape.
Assist with Lock Desk request through emails and phone calls.
Prepare packages and purchase advice for next-day purchases.
Other duties and responsibilities as assigned.