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Home Services Specialist I

Farmington, Connecticut

Job Description:

HSS I Job Description

Entry level position. Serve as primary point of contact, providing customer with timely and periodic status updates of their loan application, returning all inquiry calls within service level agreement. Responsible for several kept informed routines to ensure that customer expectations are set properly and followed through until booking Is focused on achieving customer delight through successfully establishing customer rapport, setting appropriate expectations, asking probing questions, relationship deepening and executing on all commitments. Ability to meet production, quality and service standards with emphasis on delivering exquisite customer service. Able to articulate difficult and/or complex information in a manner that is clear while conveying compassion to drive customer retention and sales partner confidence.  Responsible for collection, review and validation of all required documentation, including income, following up with the customer as appropriate. Responsible for initial income analysis of salary and wages, Social Security and Pension. Efficiently manage pipeline of loan applications. Responsible for thoroughly reviewing customer applications and providing detailed information regarding the fulfillment process. Potential restructuring of the customers initial credit request, offering potential counteroffers to the customers and ensuring that both bank and customers’ needs are met.  Assure that all customer files are complete and in compliance with regulatory agencies and internal policies before sending to Underwriting. Ensure customer privacy and confidentiality. Required to work on site at job location.

Required Skills

Excellent telephone and customer service skills.

Proficient with computers and strong typing skills

Able to adapt and embrace change  

Team player mentality with the ability to work independently

Strong problem solving and decision-making skills.

Strong written and verbal communication skills  

Excellent organizational and time management skills  

Quality focused with attention to detail  

Maintain a positive attitude   

Excellent interpersonal skills; ability to easily build rapport and diffuse tense situations  

Ability to deliver a difficult message and take ownership

Desired Skills

ACAPS experience

Previous mortgage experience and/or customer service / financial environment experience

Knowledge of general bank guidelines

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday-Friday 8:00am-5:00pm

Referral Bonus Amount:

0

Job Description:

HSS I Job Description

Entry level position. Serve as primary point of contact, providing customer with timely and periodic status updates of their loan application, returning all inquiry calls within service level agreement. Responsible for several kept informed routines to ensure that customer expectations are set properly and followed through until booking Is focused on achieving customer delight through successfully establishing customer rapport, setting appropriate expectations, asking probing questions, relationship deepening and executing on all commitments. Ability to meet production, quality and service standards with emphasis on delivering exquisite customer service. Able to articulate difficult and/or complex information in a manner that is clear while conveying compassion to drive customer retention and sales partner confidence.  Responsible for collection, review and validation of all required documentation, including income, following up with the customer as appropriate. Responsible for initial income analysis of salary and wages, Social Security and Pension. Efficiently manage pipeline of loan applications. Responsible for thoroughly reviewing customer applications and providing detailed information regarding the fulfillment process. Potential restructuring of the customers initial credit request, offering potential counteroffers to the customers and ensuring that both bank and customers’ needs are met.  Assure that all customer files are complete and in compliance with regulatory agencies and internal policies before sending to Underwriting. Ensure customer privacy and confidentiality. Required to work on site at job location.

Required Skills

Excellent telephone and customer service skills.

Proficient with computers and strong typing skills

Able to adapt and embrace change  

Team player mentality with the ability to work independently

Strong problem solving and decision-making skills.

Strong written and verbal communication skills  

Excellent organizational and time management skills  

Quality focused with attention to detail  

Maintain a positive attitude   

Excellent interpersonal skills; ability to easily build rapport and diffuse tense situations  

Ability to deliver a difficult message and take ownership

Desired Skills

ACAPS experience

Previous mortgage experience and/or customer service / financial environment experience

Knowledge of general bank guidelines

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21067666

Band: H7

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Jaime Bright-Wittman

Referral Bonus:

0

Connecticut job seekers

Connecticut pay range:

$ 21.00 - $ 23.00 hourly pay, offers to be negotiated based on experience, education and skill set.

Predictable pay

This role is compensated with a base salary and is not incentive eligible.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Street Address

Primary Location:
70 Batterson Park Rd, CT, Farmington, 06032