Sales Support Specialist at U.S. Bank providing support to Correspondent lenders through onboarding and documentation processes.
Responsibilities
Review, onboarding and ongoing support of our Correspondent lenders by following established procedures.
Reviewing new application packages, communication with our sales team, lenders and Housing Finance Authorities.
Obtain missing documentation, update our client management system to onboard new lenders, organize files and perform review of annual recertifications.
Respond to questions from our lenders, HFA partners, internal staff and our sales team in our shared mailbox.
Review monitoring actions against our lender base and follow procedure for collecting information.
Build good rapport with sales staff, take ownership and actively build credibility and trust.
Offer support to other colleagues where necessary.
Participate in completing miscellaneous departmental projects as necessary.
Requirements
High school diploma or equivalent
Typically four to five years of clerical experience
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
Ability to manage multiple tasks/projects and deadlines simultaneously
Ability to identify and resolve exceptions and to interpret data
Proven customer service/relations skills
Effective interpersonal, verbal and written communication skills
Minimum 4 years mortgage experience, processing or Correspondent Lending lender approval experience.
Benefits
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year
Customer Experience Associate assisting customers with buying and selling precious metals. Delivering outstanding service and evaluating jewellery while maintaining a professional store environment.
Senior Premium Support Specialist providing technical troubleshooting and customer support for Premium and Enterprise clients. Collaborating with internal teams to enhance customer outcomes and experience.
Support Agent managing customer support queries for cloud - based accounting software. Working closely with users to resolve issues and improve the customer experience in a hybrid work environment.
Customer Service Representative assisting customers with U - Haul products and services. Managing rentals, educating customers, and participating in ongoing training at U - Haul centers.
Customer Service Representative assisting U - Haul customers inside and outside the center with products and services. Responsible for managing rentals, inventory, and providing customer education.
Customer Service Representative at U - Haul assisting customers with U - Haul products and services. Utilizing technology for rentals and inventory management while ensuring customer satisfaction.
Customer Service Representative at U - Haul assists clients with equipment rentals and returns. Engages with customers inside and outside a U - Haul center ensuring optimal service and support.
Customer Service Representative assisting clients with U - Haul products and services. Responsible for managing rentals, inspecting equipment, and customer education during service.
Customer Service Representative handling customer inquiries and services for U - Haul. Providing exemplary service and managing rental equipment processes in Bedford, New Hampshire.
Customer Service Representative for an HVAC company handling client inquiries and scheduling technician visits. Requires strong communication skills and solution - oriented approach.