Principal Accountabilities:
- Ensure thorough review of Client applications for new approvals and annual renewals based on the policies and requirements of each channel as designated by Angel Oak Mortgage Solutions.
- Successfully manages multiple queues to include new submission packages, renewal packages and quarterly compensation updates for new and active clients; reviews and submits recommendations as needed for suspensions and/or terminations based upon company criteria.
- Effectively communicate to internal and external client’s current application or renewal status, along with any outstanding needs.
- Maintain, update, and reconcile systems used to process, review and store Client records within required company timelines.
- Maintains a high level of data integrity and documentation accuracy within key systems of records.
- Respond timely and professionally to internal or external inquiries received through personal or company email distribution groups.
- Engage with Department Manager and designated team members to appropriately escalate information discovered in review processes, which may impact client status and/or loans in process.
- Work with Department Manager and Team Members to build and maintain a dependable and supportive work environment.
- Project an attitude of client advocacy with internal departments, Clients, and team members at all times.
- Accept and timely complete any additional tasks or projects as may be appropriately assigned by Department Manager.
Minimum Qualifications:
- Minimum 3 years data entry and working experience in a paperless environment.
- Experience reading, interpreting, tracking and applying guidelines and organizational or departmental policy requirements is required.
- Proficiency in multi-tasking, establishing case priority and detail recognition
- Recognize the need and understand the process of case escalation and follow up
- Ability to research for a solution based upon minimal information and to connect the dots of a situation identifying all resources available
- Excellent verbal and written customer service-oriented communication skills.
- Intermediate level proficiency with Microsoft applications required to include Outlook, Word, Excel, and Adobe Acrobat.
Preferred Qualifications:
- Working knowledge of mortgage lending business models including broker, lender and correspondent channels, to include basic understanding of mortgage loan origination process is a plus.
- Two (2) or more years of mortgage compliance experience preferred.
NOTE: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties, and skills required of this job.Angel Oak Mortgage Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.
