Branch Support Specialist – Retail Mortgage Lending jobs in United States
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Lower · 3 months ago

Branch Support Specialist – Retail Mortgage Lending

Lower is a mission-driven fintech focused on simplifying the home-buying process through innovative technology and exceptional customer experience. The Branch Support Specialist will provide essential sales and operational support to retail mortgage branches, ensuring efficient operations and facilitating communication between teams.

FinanceFinancial ServicesFinTechLending

Responsibilities

Act as the primary support contact for branch managers and originators regarding daily sales needs
Monitor branch onboarding, ensuring new hires have a smooth transition into the Lower platform
Facilitate communication between branches and corporate teams (operations, compliance, marketing, recruiting, etc.)
Troubleshoot issues and escalate as needed to ensure timely resolutions for branch and originator needs
Support sales growth initiatives by ensuring originators have access to resources, marketing tools, and updated product knowledge
Provide input to leadership on branch challenges, opportunities, and best practices
Maintain compliance awareness and reinforce company policies, ensuring consistent adherence across branches

Qualification

Mortgage banking experienceEncompass Loan Origination SoftwareLoan products knowledgeSales cycle understandingCommunication skillsOrganizational skillsTeam-oriented attitude

Required

Minimum 2 years mortgage banking experience required
Preferably 2 years of origination experience with demonstrated knowledge of loan products and sales cycles
Strong familiarity with Encompass Loan Origination Software (minimum 1 year experience preferred)
Excellent written and verbal communication skills; ability to explain processes and resolve issues effectively
Proven ability to support multiple stakeholders in a fast-paced, sales-driven environment
Strong organizational skills with attention to detail and follow-through
Team-oriented, positive attitude with a passion for helping others succeed

Preferred

Experience working directly with mortgage originators and branch managers
Familiarity with sales reporting tools and pipeline management

Benefits

Medical/dental/vision
Paid holidays
Paid time off
Parental leave
Life insurance
Short- and long-term disability
401K with company match
Discount on home mortgage refinances or purchase

Company

Lower provides home refinancing, customer service, consumer lending, home purchase, and financial services.

Funding

Current Stage
Late Stage
Total Funding
$100M
Key Investors
Accel
2021-06-23Series A· $100M

Leadership Team

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Dan Snyder
Chief Executive Officer
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Robert Tyson
Co-Founder
Company data provided by crunchbase