HELOC Phone Representative I

Dovenmuehle Mortgage, Inc.•Lake Zurich, IL
•$20 - $22•Hybrid

About The Position

Responsible for answering inbound calls from borrowers, third parties, and clients, answering questions, and performing loan maintenance requests.

Requirements

  • High School Diploma or equivalent required.
  • Effective verbal and written communication skills to interact in a positive and professional manner at all times with all levels of audiences.
  • Ability to collaborate with various constituents.
  • Excellent organizational and time management skills.

Nice To Haves

  • Customer service experience.
  • Mortgage industry experience.
  • Knowledge of loan processing system.

Responsibilities

  • Maintain availability to answer inbound calls daily, answering various and complex inquiries concerning all aspects of loan servicing, and handling escalated issues from junior staff.
  • Appropriately refer inquiries and research requests to the applicable department or staff member.
  • Verify and change account information, process and forward documentation requests to various internal departments.
  • Perform in accordance with expectations as set forth in the department’s policies and procedures.
  • Submit requests to initiate, correct, or resolve issues.
  • Prepare and send account information and other correspondence to borrowers, clients, and other third parties.
  • Document all activity timely and accurately in appropriate databases.
  • Represent “Private Label” clients by using organizational names accurately when interacting with their customers.
  • Ensure that all verbal and written communication to borrower and authorized third parties is in a manner that is simple to understand, empathetic to the borrowers’ financial situation, professional, and represents a strong breadth of knowledge.
  • Escalates issues timely to applicable channels.
  • Attend meetings and participate in projects.
  • Successfully completes mandatory training requirements and department specific training, as defined by management.
  • Successfully complete annual regulatory compliance training.
  • Performs other related duties as assigned.
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