Sales Manager
Rob Levine Legal Solutions
Salary
💰 $52,500 - $65,000 per year
Job Level
Junior
About the role
- The Role: This role is a 6 month remote, contract role. There is a possibility to extend the length of the contract based on volume. This role will be employed by Kiavi on our payroll with benefits included.
- With innovation, simple & scalable efforts, and customer service at our core, the Loan Analyst team at Kiavi works cross-functionally with other departments to change the landscape of the mortgage industry. The team is responsible for using their critical thinking skills to work through customer challenges, and their collective effort is integral in shaping a positive loan experience for all stakeholders. The team works together to find a way to win and adapts to new changes quickly. We’re a fast-growing company and are looking for people who have a desire to grow, learn, and accelerate their careers. As an integral part of the Operations team, you will process the loan and get it ready for an underwriting decision, working with third parties, borrowers, and mortgage brokers to create a smooth and simple process for getting a loan. Your primary focus will be on delivering exceptional customer service, addressing client concerns, and guiding them through the mortgage process with professionalism and expertise.
- Responsibilities
- Analyze loan applications, collect essential documents, and obtain third-party reports.
- Reach out to customers and third parties via phone, email, & text to obtain documents or essential information, provide proactive status updates, and answer customers’ questions relating to required documents within the expected timeframe.
- Serve as the primary point of contact for customers throughout the processing and underwriting stages, providing personalized assistance and support.
- Reviewing and analyzing documents against our credit policy, with the goal of getting the loan ready for an underwriting decision.
- Meet and exceed your daily and monthly quotas for new application reviews while upholding our high standards for quality.
- Identify potential roadblocks or credit policy alignment issues and work with sales and other operations teams to determine the best approach.
- Work closely with your cross-functional team to meet and exceed weekly and monthly processing and funding goals.
- Contribute to cross-functional projects or assigned initiatives as needed. Examples may include testing new systems, procedures, or credit policies, functioning as a power user, training or mentoring new hires, data and reporting, etc.
- Attend and regularly give feedback in team meetings.
- Qualifications
- Preferred Associate’s or Bachelor’s degree or equivalent experience in business or a departmentally related field.
- 1-2 years of successful professional experience as a Loan Analyst/Processor and/or 2-3 years of successful professional experience within the mortgage lending industry.
- You have a track record as a self-starter with a strong desire to learn and grow your capacity.
- You have strong computer skills, including experience with Microsoft Word & Excel/Google Suite.
- You have the ability to define problems, collect data, establish facts, and draw valid conclusions.
- You look for ways to apply technology to help solve business problems.
- You have outstanding verbal and written skills that will enable you to provide an excellent customer experience with borrowers and business partners.
- You are open to giving and receiving feedback, comfortable speaking up and asking questions, and able to follow a proven process.
- You are flexible and can work in a dynamic environment of rapid change
Requirements
- Preferred Associate’s or Bachelor’s degree or equivalent experience in business or a departmentally related field.
- 1-2 years of successful professional experience as a Loan Analyst/Processor and/or 2-3 years of successful professional experience within the mortgage lending industry.
- You have a track record as a self-starter with a strong desire to learn and grow your capacity.
- You have strong computer skills, including experience with Microsoft Word & Excel/Google Suite.
- You have the ability to define problems, collect data, establish facts, and draw valid conclusions.
- You look for ways to apply technology to help solve business problems.
- You have outstanding verbal and written skills that will enable you to provide an excellent customer experience with borrowers and business partners.
- You are open to giving and receiving feedback, comfortable speaking up and asking questions, and able to follow a proven process.
- You are flexible and can work in a dynamic environment of rapid change
