CMG Financial

Retail Lending Support Specialist

CMG Financial

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $60,000 - $65,000 per year

Job Level

Mid-LevelSenior

About the role

  • Acts as the concierge desk to the Retail and JV Channels
  • Is the CMG Expert and central point of contact to employees, departments, processes and procedures under one umbrella
  • Manages incoming/outgoing communications within the RED Team Inbox and dedicated hotline
  • Provides ongoing support system for all employees
  • Acts as third party administrators for multiple systems
  • Works within the Loan Origination System (LOS) and other systems processing various requests and continually referencing and following company guidelines and rules before fulfilling requests
  • Maintains internal and external team materials and upholds the processes and procedures as requested by management
  • Assists with the Onboarding Team with any and all onboarding tasks and act as an initial point of contact for the new employees
  • Coordinate with all departments to ensure all employees have what they need and questions are answered
  • Works closely with the RED Team Supervisor, Head of Support Services, Corporate Operations and SVP, Corporate Operations on operational needs for new and existing retail branches
  • Works as a Liaison between Retail and all other CMG departments
  • Works on various new projects and assignments from upper management as requested both inside and outside the Retail Lending Channel
  • Perform Marketing set ups for all new hires and be able to respond to basic inquiries
  • Ensure proper follow ups are completed to all new hires on a timely manner
  • Provides extraordinary customer service and immediate support to the entire Retail Channel
  • Follow up on outstanding issues and deftly respond to unexpected situations
  • Able to follow, accommodate and adjust to team’s general rules

Requirements

  • 5+ years of previous mortgage experience required.
  • Previous administrative support and customer service experience preferred.
  • Proficient in Microsoft suite of products; Outlook, Word, Excel, PowerPoint etc.
  • Excellent communication skills both written and verbal.
  • High level of integrity and confidentiality required.
  • Strong organizational and time-management skills.
  • Analytical problem solver and self-starter.
  • Strong technical knowledge in the use of software applications, databases, spreadsheets.
  • Acute attention to detail and ability to work on complex projects with general direction and minimal guidance.
  • Ability and flexibility to work in a fast-paced fluid environment with a diversity of individuals at all organizational levels.
  • High level of professionalism, and excellent time management and organizational ability.
  • Ability to multitask and meet constant deadlines in a fast pace environment.
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Professional development opportunities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
mortgage experienceadministrative supportcustomer serviceMicrosoft OutlookMicrosoft WordMicrosoft ExcelMicrosoft PowerPointsoftware applicationsdatabasesspreadsheets
Soft skills
communication skillsintegrityconfidentialityorganizational skillstime-management skillsanalytical problem solvingattention to detailflexibilityprofessionalismmultitasking