
Mortgage Lending Support Specialist
2 days ago
Job Description:
We are seeking a highly skilled and motivated professional to support our mortgage lending processes. The successful candidate will be responsible for lead qualification, application and documentation, client communication, and reporting tasks.
This is a remote opportunity that offers the chance to work with a team of industry leaders who have successfully scaled business process outsourcing (BPO) operations in the past.
Key Responsibilities:- Lead Qualification & CRM Support - Assist in vetting and qualifying inbound leads from various sources, maintain accurate client records in Salesforce, and monitor shared inboxes for timely follow-up.
- Application & Documentation Support - Prepare and lodge client applications under guidance from sales associates, ensure all supporting documents are complete and compliant with regulatory standards, and track outstanding items for timely submission.
- Client Communication & Service - Draft client emails and follow-up messages post-meeting or post-settlement, support calendar scheduling for client calls and virtual meetings, and assist with post-settlement servicing tasks such as loan increases or document updates.
- Reporting & Process Improvement - Maintain task logs, contribute to continuous improvement initiatives, prepare weekly reports on lead conversion, application status, and service level agreement (SLA) adherence, and identify workflow bottlenecks and propose solutions.
- Strong written English and customer service orientation
- High attention to detail and task ownership
- Proficiency in Microsoft Office and Salesforce
- Familiarity with mortgage lending processes and compliance
- Ability to work independently and manage competing priorities
Competitive salary, career growth and development opportunities, and the chance to shape the human resources function of a rapidly growing BPO.
How to Apply:Please attach your CV and we will be in touch for a confidential discussion.
This is a remote position.
We are an equal opportunity employer and value diversity in our workforce.
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