Customer Service Representative, Healthcare
Sagility
Branch Support Specialist – Retail Mortgage Lending
Lower
full-time
Posted on:
Location Type: Remote
Location: Remote • Ohio • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Act as the primary support contact for branch managers and originators regarding daily sales needs.
- Monitor branch onboarding, ensuring new hires have a smooth transition into the Lower platform.
- Facilitate communication between branches and corporate teams (operations, compliance, marketing, recruiting, etc.).
- Troubleshoot issues and escalate as needed to ensure timely resolutions for branch and originator needs.
- Support sales growth initiatives by ensuring originators have access to resources, marketing tools, and updated product knowledge.
- Provide input to leadership on branch challenges, opportunities, and best practices.
- Maintain compliance awareness and reinforce company policies, ensuring consistent adherence across branches.
Requirements
- Minimum 2 years mortgage banking experience required.
- Preferably 2 years of origination experience with demonstrated knowledge of loan products and sales cycles.
- Strong familiarity with Encompass Loan Origination Software (minimum 1 year experience preferred).
- Excellent written and verbal communication skills; ability to explain processes and resolve issues effectively.
- Proven ability to support multiple stakeholders in a fast-paced, sales-driven environment.
- Strong organizational skills with attention to detail and follow-through.
- Team-oriented, positive attitude with a passion for helping others succeed.
- Experience working directly with mortgage originators and branch managers. (Preferred)
- Familiarity with sales reporting tools and pipeline management. (Preferred)
Benefits
- Competitive compensation plan
- Extended benefit offerings including: Medical/dental/vision
- Paid holidays
- Paid time off
- Parental leave
- Life insurance
- Short- and long-term disability
- 401K with company match
- Discount on home mortgage refinances or purchase
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
mortgage bankingoriginationloan productssales cyclesEncompass Loan Origination Softwaresales reporting toolspipeline management
Soft skills
written communicationverbal communicationproblem-solvingorganizational skillsattention to detailteam-orientedpositive attitudesupporting stakeholders
