Seacoast Bank · 1 hour ago
Residential Client Advocate
Stuart, Florida, United States
Full-time
Onsite
Mid Level
3+ years expSeacoast Bank is one of the largest publicly traded banks headquartered in Florida, dedicated to providing an exceptional customer experience. The Client Advocate will work with Residential Lenders and their clients from Origination to Closing of the loan file, ensuring all documentation meets product and program guidelines while maintaining communication with all stakeholders.
BankingFinancial ServicesLending
Responsibilities
Performs clerical and administrative duties to include preparing, examining, and following up on customer applications for residential real estate loans
Verify & confirm that an application is complete and accurate
Review of the process and follow up on any need documents from borrower
Request and review information from Third parties such as Credit, AUS, VOE etc
Must have comprehensive knowledge of FNMA and Freddie Mac guidelines
Prepares the file for underwriting, by confirming that documentation provided from the MLO and or client support AUS findings and complies with investor requirements
Follow up and satisfy any underwriting conditions upon initial loan decision and resubmit loan files for final approval
Maintains continual communication links to Residential Loan Officers, applicants and others involved in the transaction as to the status of loan applications, thereby fostering good customer relations and producing smooth and timely real estate processing/closing transactions
Accountable for resolution of customer inquiries
Must be able to accurately handle detailed instructions under pressure and a higher volume of more complicated issues
Carry out other duties as may be required by the Mortgage Operations Manager
Qualification
Required
High school degree or GED equivalent with general knowledge equivalent to two years of college education
Minimum of two years experience in administrative, government loan processing
One year experience in conventional loan processing
Ability to read and comprehend simple instructions, short correspondence, and memos
Ability to write simple correspondence
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions
Ability to deal with problems involving a few concrete variables in standardized situations
Knowledge of Word Processing software and familiarity with computers
Knowledge of current, generally accepted, conventional and government loan underwriting guidelines
Knowledge of standard conventional and government loan documents
Able to accurately analyze real estate contracts, financial statements, appraisals, tax returns, credit reports, and all other credit verifications
Company
Seacoast Bank
Since 1926, Seacoast Bank has succeeded through a clear vision, planned strategic growth and talented, professional employees.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$9.19M2014-12-31Post Ipo Equity· $9.19M
1984-02-03IPO
Leadership Team
Juliette P. Kleffel
Executive Vice President, Chief Operating Officer
Recent News
2025-12-09
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2024-12-28
2024-12-28
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