Call Center Customer Care - Loan Follow Up Specialist (Home Equity and Mortgage Loans) - Hybrid - Cleveland, OH jobs in United States
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Third Federal ยท 1 month ago

Call Center Customer Care - Loan Follow Up Specialist (Home Equity and Mortgage Loans) - Hybrid - Cleveland, OH

Third Federal is a leading lender of conventional home mortgages, dedicated to helping people achieve home ownership and financial security. The Customer Care Loan Follow-Up Specialist will manage a pipeline of home equity and mortgage loan applications, providing exceptional service and clear communication to customers throughout the loan process.

BankingCreditFinanceFinancial ServicesLending
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Work & Life Balance

Responsibilities

Manage and follow loan applications from origination through closing
Provide proactive communication to customers regarding documentation and next steps
Handle inbound and outbound calls related to new or existing applications
Maintain accuracy and productivity while managing deadlines
Work collaboratively with team members and other departments

Qualification

Mortgage loan applicationsPipeline managementOrganizational skillsVerbal communicationWritten communicationBilingual skillsPC proficiency

Required

Minimum two years of current/recent experience taking home equity or mortgage loan applications in a retail banking environment
Ability to understand the customer needs, ask for the business, and build rapport
Strong organizational skills with the ability to prioritize a high-volume workload
Excellent verbal and written communication skills, including a professional and friendly demeanor
PC proficiency: experience with Mortgage Software preferred
High School diploma or equivalent

Preferred

Experience managing a pipeline through closing
Bilingual skills are a plus

Benefits

Competitive compensation packages
Medical, dental, vision, and more
401k match
11 Bank Holidays + vacation/sick time
Stock Ownership Allocation
Exceptional culture and value system
Strong work/life balance
Growth opportunities
Mortgage Discount Program
Education Reimbursement Program

Company

Third Federal

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Love. Trust. Respect. And a commitment to excellence.

Funding

Current Stage
Public Company
Total Funding
unknown
2007-04-23IPO

Leadership Team

A
Andrew Rubino
Chief Operating Officer
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Marc Stefanski
President
Company data provided by crunchbase