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CMG Financial · 1 day ago

Retail Lending Support Specialist (Mortgage)

United States

Full-time

Remote

Senior Level

$60K/yr - $65K/yr

5+ years exp

CMG Financial is a mortgage company seeking a Retail Lending Support Specialist to join their Retail Elevation Department. The role involves providing exceptional customer service and administrative support, acting as a central point of contact for employees, and managing various internal processes and systems.

BankingMortgage

Growth Opportunities

Responsibilities

Acts as the concierge desk to the Retail and JV Channels

Is the CMG Expert and central point of contact to employees, departments, processes and procedures under one umbrella

Manages incoming/outgoing communications within the RED Team Inbox and dedicated hotline

Provides ongoing support system for all employees

Acts as third party administrators for multiple systems

Works within the Loan Origination System (LOS) and other systems processing various requests and continually referencing and following company guidelines and rules before fulfilling requests

Maintains internal and external team materials and upholds the processes and procedures as requested by management

Assists with the Onboarding Team with any and all onboarding tasks and act as an initial point of contact for the new employees

Coordinate with all departments to ensure all employees have what they need and questions are answered

Works closely with the RED Team Supervisor, Head of Support Services, Corporate Operations and SVP, Corporate Operations on operational needs for new and existing retail branches

Works as a Liaison between Retail and all other CMG departments

Works on various new projects and assignments from upper management as requested both inside and outside the Retail Lending Channel

Perform Marketing set ups for all new hires and be able to respond to basic inquiries

Ensure proper follow ups are completed to all new hires on a timely manner

Provides extraordinary customer service and immediate support to the entire Retail Channel

Follow up on outstanding issues and deftly respond to unexcepted situations

Able to follow, accommodate and adjust to team’s general rules

Some (minimal) nationwide travel might be required

Maintain in good standing all Compliance courses assign by the company

Qualification

Mortgage experienceMicrosoft Suite proficiencyCustomer service experienceAnalytical problem solvingOrganizational skillsCommunicationAttention to detailTime managementFlexibility