Mortgage Customer Experience Specialist

TEKsystemsSt. Louis, MO
$23 - $23Onsite

About The Position

The Customer Experience Specialist I, is an entry level customer service role, operating in a call center environment and supporting Consumer Direct Lending. The individual acts as the primary consumer contact to guide a consumer through the loan origination process after the licensed discussion with a loan officer. The individual is a key contributor to facilitating efficient and effective processes that support business and customer service objectives. Responsibilities may be limited within a specific function/channel or across functions/channels within the Mortgage Fulfillment Division (MFD).

Requirements

  • customer service
  • call center
  • mortgage
  • financial services

Responsibilities

  • Operate in a Call Center environment as a customer success advocate
  • Receive inbound calls and make outbound calls to consumers
  • Receive inbound text messages (where the consumer has provided express consent) and facilitate outbound text messages to consumers
  • Answer high-volume, inbound calls or texts from current customers in a timely manner. Provide exceptional customer service to all customers’ mortgage loan inquiries/requests.
  • Effectively manage a pipeline of up to 75 loans
  • Performing routine data entry and validation tasks
  • Handling routine calls, emails and/or chat responses with Pennymac employees, consumers &/or authorized 3rd parties
  • Monitoring work queues and intervening as needed
  • Interacting with multiple departments to expedite processing and/or issue resolution
  • Conduct preliminary or basic research in order to accurately resolve and respond to customer inquiries.
  • Must request assistance for escalated and/or more complex issues to department senior associates or supervisors.
  • Meet outlined production and quality standards.
  • Follow established Policy and Procedures
  • Performing other related duties as required and assigned
  • Demonstrating behaviors which are aligned with the organization’s desired culture and values

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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