About this role
Responsibilities and Duties:
Mortgage Advisor Lifecycle Supporto For newly onboarded MAs, input all required data into the master spreadsheet and notify leadership when CSM assignment is needed.o For terminated MAs, update termination dates, remove access from dashboards, and ensure records are fully reconciled.
Loan & Investor Operationso Identify all brokered loans and confirm correct investor setup in TM.o Gather first payment letters and distribute them to the appropriate CSMs and loan teams.o Prepare, validate, and send transfer letters with accurate loan and servicer information.
Client Servicing & Inbox Managemento Monitor CSM email inboxes for recurring servicing inquiries (e.g., payment setup issues).o Respond on behalf of the CSM using previously sent documentation, reducing duplicate client outreach and improving response times.o Escalate only non-standard or unresolved servicing issues to the appropriate CSM.
Email Communications & Launch Supporto Send client-facing and internal emails on behalf of CSMs, ensuring accuracy, consistency, and timeliness.o Manage and distribute launch call emails for each team, including servicer-specific loan numbers.o Operate directly within CSM email accounts so CSMs can remain client-facing and focused on live calls.
Text Messaging Supporto Send client text messages on behalf of CSMs using the Spoke phone system.o Ensure correct Mortgage Advisor alignment, time-zone awareness, approved messaging templates, and brand-compliant formatting.
Process Improvement & Future-State Readinesso Support ongoing process improvements and system enhancements, including transition of manual tasks as Gallus functionality is expanded.o Identify repetitive inquiries or inefficiencies and flag opportunities for automation or documentation improvements.
Qualifications and Skills:o Strong attention to detail, organizational and communication skills.o Strong analytical, judgement and managerial skillso Excellent verbal and written communicationo Demonstrated ability to adapt to a rapidly changing federal and state regulatory environment.o Ability to prioritize and meet deadlines.o Strong interpersonal and teamwork skills and ability to influence through collaboration.o Self-motivated, with a high level of personal energy and commitment.o Minimum requirement includes a high school diploma or equivalent; additional coursework in finance or a related field is advantageous.
Mortgage Advisor Lifecycle Supporto For newly onboarded MAs, input all required data into the master spreadsheet and notify leadership when CSM assignment is needed.o For terminated MAs, update termination dates, remove access from dashboards, and ensure records are fully reconciled.
Loan & Investor Operationso Identify all brokered loans and confirm correct investor setup in TM.o Gather first payment letters and distribute them to the appropriate CSMs and loan teams.o Prepare, validate, and send transfer letters with accurate loan and servicer information.
Client Servicing & Inbox Managemento Monitor CSM email inboxes for recurring servicing inquiries (e.g., payment setup issues).o Respond on behalf of the CSM using previously sent documentation, reducing duplicate client outreach and improving response times.o Escalate only non-standard or unresolved servicing issues to the appropriate CSM.
Email Communications & Launch Supporto Send client-facing and internal emails on behalf of CSMs, ensuring accuracy, consistency, and timeliness.o Manage and distribute launch call emails for each team, including servicer-specific loan numbers.o Operate directly within CSM email accounts so CSMs can remain client-facing and focused on live calls.
Text Messaging Supporto Send client text messages on behalf of CSMs using the Spoke phone system.o Ensure correct Mortgage Advisor alignment, time-zone awareness, approved messaging templates, and brand-compliant formatting.
Process Improvement & Future-State Readinesso Support ongoing process improvements and system enhancements, including transition of manual tasks as Gallus functionality is expanded.o Identify repetitive inquiries or inefficiencies and flag opportunities for automation or documentation improvements.
Qualifications and Skills:o Strong attention to detail, organizational and communication skills.o Strong analytical, judgement and managerial skillso Excellent verbal and written communicationo Demonstrated ability to adapt to a rapidly changing federal and state regulatory environment.o Ability to prioritize and meet deadlines.o Strong interpersonal and teamwork skills and ability to influence through collaboration.o Self-motivated, with a high level of personal energy and commitment.o Minimum requirement includes a high school diploma or equivalent; additional coursework in finance or a related field is advantageous.