American Financing · 1 day ago
Licensed Customer Service Representative
American Financing is a national mortgage lender focused on helping customers achieve their financial goals. The Licensed Customer Service Representative role is designed to provide training and experience necessary to transition into a Senior Loan Officer position, handling customer inquiries and managing documentation.
FinanceFinancial ServicesFinTechPersonal Finance
Responsibilities
Engage: Handle inbound inquiries to identify customer financial goals and provide expert initial guidance
Execute: Conduct outbound follow-ups to complete the 1003 URLA Application and move files through the pipeline
Consult: Schedule and lead appointments to review Pre-Qualifications with prospective homeowners
Manage: Partner with customers to ensure the timely delivery of all necessary documentation
Perform: Consistently meet or exceed monthly sales goals while maintaining an elite customer experience
Qualification
Required
An active NMLS Unique Identifier # and an active Colorado Mortgage License
Minimal to moderate mortgage knowledge—we provide the coaching; you bring the drive
Familiarity with CRM systems and proficiency in processing or auditing
Strong verbal skills; Bilingual (Spanish/English) is a major plus
Benefits
Comprehensive Medical, Dental, and Vision insurance
401(k) with company match
Long-term Disability
Generous PTO
Sick days
Paid holidays
Maternity/bonding leave
Full professional desk equipment provided
Company
American Financing
American Financing is a national mortgage banker, licensed in all 50 states.
Funding
Current Stage
Growth StageRecent News
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