Jr Mortgage Consultant selling loan products by engaging with prospective clients and providing superior customer service. Attend training sessions and meet monthly production goals in Fort Washington.
About the role
- Consultant supporting onboarding activities within CFGI’s Managed Services Transitions function. Focused on data gathering, process documentation, and key deliverables for smooth transitions.
Responsibilities
- Support execution of transition engagements through data gathering, research, and coordination of activities
- Assist in documenting finance processes, workflows, and operational procedures across key finance areas
- Develop and maintain transition deliverables including process documentation, close calendars, and reporting materials
- Support preparation of transition plans, status updates, and project documentation
- Participate in client meetings, walkthroughs, and workshops to gather information and document requirements
- Track progress against milestones and escalate risks, issues, and dependencies to senior team members
- Collaborate with internal teams to support a smooth transition into steady-state delivery
- Contribute to development and refinement of transition tools, templates, and methodologies
Requirements
- 2–4 years of experience in client service, consulting, finance, or related fields
- Foundational understanding of finance operations and processes
- Strong analytical and communication skills
- High attention to detail and ability to work in a team-oriented environment
- Ability to manage multiple tasks and meet deadlines in a fast-paced setting
- Bachelor’s degree in Accounting, Finance, Business, or a related field
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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