Licensed Customer Service Representative jobs in United States
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American Financing · 4 months ago

Licensed Customer Service Representative

American Financing is one of the fastest-growing national mortgage lenders focused on helping customers achieve their financial goals. The Licensed Customer Representative position is designed to provide experience and training for individuals who want to establish a career as a Mortgage Consultant, with opportunities to advance to a Senior Loan Officer role.

FinanceFinancial ServicesFinTechPersonal Finance

Responsibilities

Taking inbound customer calls to identify what the customer is looking to accomplish
Completing outbound calls to customers to complete the application and move the file forward
Taking a complete 1003 URLA Application
Setting Appointments to review Pre-Qualification
Following up with customers to ensure timely delivery to American Financing of all income and application documentation
Meet or exceed the daily and monthly sales expectations set by management, while providing an exceptional customer experience

Qualification

Active NMLS IdentifierActive Colorado mortgage licenseMortgage experienceCRM systemsBilingual (Spanish/English)Processing skillsServicing skillsAuditing skills

Required

Active NMLS Unique Identifier #
Active Colorado mortgage license
Minimal to moderate Mortgage experience/knowledge
High School degree
Familiarity with CRM systems and practices
Proficient in processing, servicing, auditing

Preferred

Additional Licenses a plus
Bilingual (Spanish/English) a PLUS

Benefits

Medical, Dental, Vision, 401k
Paid time off and sick days
Paid holidays
Long-term paid disability
Paid maternity and bonding leave
Full desk equipment provided

Company

American Financing

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American Financing is a national mortgage banker, licensed in all 50 states.

Funding

Current Stage
Growth Stage

Leadership Team

G
Gabie Maldonado
Co-Founder
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Damian Maldonado
CO/Founder
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Company data provided by crunchbase