Origination Support Specialist

CENTRAL BANCOMPANY, INC. • Columbia, MO

5d

About The Position

Responsible for the onboarding, mentoring, and training of newly hired
origination staff, including but not limited to origination, pricing, and CRM
software.

Conduct regular check-ins with new hires at 60 days to evaluate for further
training recommendations and share with management. Check-in again at one year
for further training development.

Assist with daily administrative tasks to ensure functionality, coordination,
and tracking of market activities through CRM platform.

Acts as a liaison between users and CRM platform by gathering feedback and
insights to improve user experience and adoption. • Collaborate with subject
matter experts to develop and design materials needed within CRM.

Serve as the subject matter expert of the CRM to include staying up to date on
features, functionality, and measuring usage.

Assist with operational communication, file structuring, vetting, quality
assurance and other necessary tasks.

Role also requires fortitude for the development, structure, and training staff
of existing products as well as products to be determined at a later date. This
would include all training material, product vetting, needed software
inputs/tasks as well as market presence training for inside personnel and
possibly outside vendors/partners.

Position requires tactical discussions with many departments including sales,
operations, secondary, compliance and other pertinent entities within the
Central Bank family. Integrity and confidentiality required.

Requirements

• Bachelor’s Degree in Business, Finance, or related field
• 2 years of Origination Residential Mortgage Experience.
• Proficient in mortgage loan software (Pricing, CRM and LOS).
• Travel 10-15% (as required) - must have a valid driver's license
• Excellent communication skills both written and verbal.
• Analytical problem solver and self-starter.
• Aptitude for training and mentoring (experience in training a plus).
• Relationship building, professionalism and excellent time management/organizational ability.
• Ability and flexibility to work in a fast-paced fluid environment.
• Strong organization and time management skills.
• Proficient in Microsoft Office tools: Outlook, Word, Excel, PowerPoint, etc

Responsibilities

• Onboarding, mentoring, and training of newly hired origination staff.
• Conduct regular check-ins with new hires to evaluate for further training recommendations.
• Assist with daily administrative tasks to ensure functionality, coordination, and tracking of market activities through CRM platform.
• Acts as a liaison between users and CRM platform by gathering feedback and insights to improve user experience and adoption.
• Collaborate with subject matter experts to develop and design materials needed within CRM.
• Serve as the subject matter expert of the CRM to include staying up to date on features, functionality, and measuring usage.
• Assist with operational communication, file structuring, vetting, quality assurance and other necessary tasks.
• Development, structure, and training staff of existing products as well as products to be determined at a later date.
• Tactical discussions with many departments including sales, operations, secondary, compliance and other pertinent entities within the Central Bank family.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1-10 employees