Document Coordinator

American Financing • Aurora, CO

1d • Onsite

About The Position

In this role you will be our main point of contact to gather documents to move to the next stage in the refinancing process while maintaining a positive and professional attitude towards customers at all times.

Requirements

• Prior experience in mortgage processing, demonstrating a strong foundational knowledge of the loan lifecycle.
• Meet or exceed the daily and monthly sales expectations set by management, while providing exceptional customer experience
• Proven customer support experience or experience as a client service representative (example: call center, collections)
• Track record of exceeding quotas
• Strong phone contact handling skills and active listening
• Customer Orientation and ability to adapt/respond to different types of people
• Excellent communication and presentation skills
• Ability to multitask, prioritize, and manage time effectively
• High school degree
• Familiarity with CRM systems and practices

Nice To Haves

• Bilingual in English/Spanish a plus
• Local candidates preferred

Responsibilities

• Contact customers to request and obtain necessary documents. Ensuring timely and accurate submission. This position requires excellent communication skills, attention to detail and the ability to handle confidential information
• Following up with customer via customer email text to ensure timely submission of documents or acknowledgements of documents that might need to be signed
• Keeping an eye on the pipeline to also ensure that the file is moved along to the next stage in a timely manner
• Explain the importance of the requested documents and guide them on how to submit them (portal or email)
• Follow communication procedures, guidelines and policies
• Ensure all activities comply with relevant regulations and confidentiality requirements.
• Coordinate with other departments to verify document requirements and disclosure acknowledgements to ensure proper handling.
• Collaborate with team members to improve the document collection process.

Benefits

• Medical, Dental, Vision, 401k
• Paid time off and sick days
• Paid holidays
• Long-term paid disability
• Paid maternity and bonding leave
• Full desk equipment provided

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED