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Customer Engagement Specialist – Mortgage Origination
Equity Resources, IncCustomer Engagement Specialist building relationships through outreach for mortgage origination at Equity Resources. Supporting borrowers through the loan process and compliance with regulations.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service and relationship management while effectively navigating the loan process and adhering to regulatory requirements. Proficient in utilizing technology platforms for communication and record-keeping, with strong problem-solving and decision-making capabilities.
Highest-signal resume keywords
Customer Service ExperienceRelationship ManagementMortgage Product KnowledgeMicrosoft Office ProficiencyEncompass Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan Process AssistancePipeline DevelopmentMortgage Guidelines ApplicationCritical ThinkingProblem-Solving
Soft Skills
Verbal CommunicationWritten CommunicationOrganizational SkillsTeamwork SkillsDecision-Making
Tools & Technologies
EncompassMicrosoft WordMicrosoft ExcelMicrosoft Outlook
Certifications & Qualifications
Nationwide Multistate Licensing System Exam
Industry Keywords
Federal RegulationsState RegulationsLoan OriginationCustomer OutreachExceptional Service
About the role
Key responsibilities & impact- Build and maintain relationships with prequalified borrowers and past customers through outreach
- Assist borrowers throughout the loan process by answering questions and encouraging application completion
- Support pipeline development by engaging prospects and conducting follow-up
- Utilize various technology platforms to manage communications and maintain accurate loan records
- Resolve customer concerns while delivering exceptional service
- Comply with all federal and state regulations and company policies
Requirements
What you’ll need- Bachelor's degree in Business, Finance, Administration, or a related field
- 1–3+ years of customer service, sales, contact center, or relationship management experience
- Willingness and ability to pass the Nationwide Multistate Licensing System exam
- Ability to learn and apply mortgage products and guidelines
- Proficiency in Microsoft Office applications, including Word, Excel, and Outlook
- Experience with Encompass or other mortgage loan origination systems preferred
- Strong verbal and written communication skills
- Customer service, organizational, and teamwork skills
- Critical thinking, problem-solving, and decision-making abilities
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
- Company-paid life insurance
- Short and Long-Term Disability
- Pet Insurance
- Training opportunities