Client Services Representative

• Serve as liaison for the Correspondent Delegated business channel and report to the Senior Manager, Correspondent Lending Operations
• Communicate with correspondents, vendors and internal business units regarding Conventional, FHA, VA or Non-Agency loans submitted for purchase
• Conduct due diligence and research based on escalations, questions or guidance needed throughout the process
• Manage high volume of inbound communications including 50–100 emails and phone calls daily addressing underwriting guidelines, product specifications, operational procedures, loan statuses, approvals, purchases, and conditions
• Coordinate and conduct seller pipeline calls on a daily, weekly, or monthly basis
• Cultivate and maintain effective relationships with internal teams and external Correspondent Lenders
• Review collateral, compliance documentation, underwriting decisions, and closing packages
• Evaluate loan decisions and conditions and collaborate with management to identify alternatives
• Monitor and report loan statuses and provide guidance on system navigation and process-related inquiries
• Liaise with vendors and Correspondent Sales teams to ensure alignment
• Analyze operational trends and help develop and implement process improvements
• Maintain compliance with applicable laws, regulations, and GSE requirements
• Provide organized and timely escalations to leadership as needed

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