Client Support Specialist at CBC Mortgage Agency in South Jordan, UT

Description

About CBC Mortgage Agency

Voted as one of the top 20 places to work in Utah, and winner of Best Communication in the State of Utah. CBC Mortgage Agency (CBCMA) focuses on personal and professional development as the core value of the Company that has established a record of success and growth. Take your career to the next level in a comfortable workplace with an environment that encourages networking and team socializing. As well as great perks, the position offers competitive wages as well as an excellent benefit package, including medical, dental, vision, and life insurance coverages, short- and long-term disability, and a 401(k) plan retirement investment, and more benefit programs. In addition to these great benefits, we offer 11 paid holidays a year and paid time off (PTO). If this is the opportunity that you’ve been waiting for, apply today!

ABOUT CEDAR BAND CORPORATION

We are a federally chartered tribal corporation wholly owned by the Cedar Band of Paiutes. Deeply rooted in our rich history, we provide industry-leading military and government contractor services, including construction management, technology, telecommunications, and staffing solutions, as well as mortgage industry, convenience store, and beverage distribution services to federal agencies and commercial industries. From our modest beginnings as a single IT company with one contract, we have grown to ten branded companies across the nation. Headquartered in Cedar City, Utah, with regional offices and project sites in South Jordan, UT; Tooele, UT; Las Vegas, NV; Huntsville, AL; Fort Lee, VA; and Tobyhanna, PA, we employ over 100 employees nationwide, who are all committed to our vision to be an industry leader as a tribally-owned business that provides world-class service. In order to attract and retain this caliber of employees, we offer competitive compensation, excellent benefits, and a dynamic work environment based on open communication and honesty.

JOB DESCRIPTION

Summary/Objective
The Client Support Specialist works in collaboration with the Capital Markets team and the Lock Desk. Our Client Support Specialist serves as the primary point of contact for clients throughout their loan journey, providing exceptional service, clear communication, and timely assistance. Their role involves guiding borrowers through various stages of the mortgage process, from initial inquiry and application support to collecting necessary documentation and addressing inquiries regarding loan status, terms, and conditions. The Client Support Specialist acts as a crucial liaison between clients and internal departments (e.g., loan officers, underwriters, processors), proactively resolving issues, managing expectations, and ensuring a seamless and positive experience for all parties involved in the mortgage transaction.

Essential Functions
(Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.)

1. Manage and resolve all inquiries/concerns from clients. 

2. Provide technical support to help clients with troubleshooting system issues.

3. Manage Document Upload Report ensuring all uploaded documents are sent to QC Verify for indexing.

4. Work with Doc Vendors to ensure all 2nd lien docs are up to date and in compliance.

5. Adding and managing client users for the Client Access Portal (CAP).

6. Manage and process documents for employee loans.

7. Provide support to Account Executives to meet client needs and goals.

8. Assist in setting up 2nd lien docs for new clients. 

9. Manage and reconcile Conflicts report. 

10. Create and assist with Sample docs and Training material.

11. Review and publish daily rate sheet. 

12. Assign Investors to loans via Bid Tape. 

13. Assist with Lock Desk request through emails and phone calls. 

14. Prepare packages and purchase advice for next-day purchases. 

15. Other duties and responsibilities as assigned. 

Requirements

Competencies

1. Professionalism.

2. Time Management

3. Problem Solving/Analysis.

4. Detail Oriented.

5. Communication Proficiency.

6. Customer/Client Focus. 

7. Results Driven.

Supervisory Responsibility  

This position has no supervisory responsibilities. 

Work Environment  

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

Physical Demands  

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk and hear; to stand and/or walk; use hands and fingers; and reach with hands and arms.

Position Type/Expected Hours of Work  

This is a full-time position; hours of work and days are Monday through Friday, 9 a.m. to 6 p.m. MDT/MST.

Required Education and Experience

1. High School Diploma or equivalent.

2. One year of position-related experience.

Work Authorization/Security Clearance   

Must be authorized to legally work within the United States of America.

Other Duties  

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time, with or without notice.