Mortgage Document Coordinator

American Financing Corporation • Aurora, CO

1d • $45,000

About The Position

At American Financing, we're innovators with imagination. We do what it takes to help customers achieve their financial goals. And we stay ahead of the competition by challenging ourselves to become more efficient. We are one of the fastest-growing national mortgage lenders because we don't follow the status quo. See what it's like to work for a national mortgage lender that truly values its employees. Wherever your passions lie, you can find rewarding work and new opportunities here. Casual work environment Family-owned, Customer-focused Denver Post Top Workplace Top 50 Family-Owned Business Best of Colorado Business Inc. 5000 Fastest-growing Private Company JOB SUMMARY 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
• Local candidates preferred

Nice To Haves

• Bilingual in English/Spanish a plus

Responsibilities

• Contact customers to request and obtain necessary documents. Ensuring timely and accurate submission.
• 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