Client Services Analyst jobs in United States
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loanDepot · 1 day ago

Client Services Analyst

loanDepot is a digital commerce company committed to serving its customers throughout the home ownership journey. The Client Services Analyst is responsible for auditing and approving broker applications, ensuring compliance with state and federal regulations, and managing relationships with brokers and correspondents.

BankingFinanceFinancial ServicesMortgageReal Estate
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H1B Sponsor Likelynote

Responsibilities

Approves broker/correspondent relationships for West and East Coast
Completes due diligence requirements by reviewing company and principal officer information, analyzing LexisNexis, court records and regulatory databases to make approval determination
Audits and maintains all state licensing for company and individual loan originators. Maintains efficient database to ensure proper tracking and reporting and manages ongoing database clean-up
Communicates with broker/correspondent principals as needed
Leads special requests and projects as requested by leader and Sales Managers
Provides guidance to West and East Coast operations centers on loan level in cases where broker/loan originator licensing and compliance affects pipeline
Creates and maintains process documents, manuals, procedures, reports and training materials
Provides broker references to other lenders as needed
Answers Client Services customer line and direct brokers and sales associates as needed. Monitors Client Services email box to ensure timely response to brokers
Coordinates with Licensing, Compliance and Legal on any state & federal law changes
Terminates broker relationships as necessary in order to protect loanDepot
Audits IRS 1099s annually and perform annual renewals on brokers and correspondents
Researches state & federal regulations which affect broker and correspondent relationships to ensure ongoing compliance for loanDepot
Communicates with leadership from various departments, sales territories and branches as needed
Assists AE’s and Regional Sales Managers with client data requests and territory management
Performs other duties and projects as assigned

Qualification

Broker compliance experienceLexisNexis proficiencyMonitoring tools experienceMortgage licensing knowledgeCommunication skills

Required

High School Degree or equivalent preferred
a minimum of two (2) + years' experience working in a similar role with high-volume mortgage banker
Solid experience with broker compliance and monitoring tools, i.e., LexisNexis, InterThinx

Benefits

Comprehensive benefits package including Medical/Dental/Vision.
Wellness program to support both mental and physical health.
Generous paid time off for both exempt and non-exempt positions.
Extensive internal growth and professional development opportunities including tuition reimbursement.

Company

loanDepot

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loanDepot is an independent retail mortgage lender that provides residential loans, refinance loans, and personal loan products nationwide.

H1B Sponsorship

loanDepot has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (14)
2024 (7)
2023 (20)
2022 (49)
2021 (39)
2020 (23)

Funding

Current Stage
Public Company
Total Funding
$831.95M
Key Investors
Parthenon Capital Partners
2025-08-19Post Ipo Debt· $150M
2025-06-02Post Ipo Debt· $200M
2024-09-30Post Ipo Debt· $300M

Leadership Team

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David Smith
VP of National VA Lending
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Jeffrey Wilkish
Regional Vice President
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Company data provided by crunchbase