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Lending Client Associate ( Mortgage Loan Coordinator) - Plano, TX

Plano, Texas

Job Description:

The Lending Client Associate (LCA) role is a sales support position, typically providing dedicated operational and sales support to multiple lending specialists. Incumbents may also on a regular basis support office initiatives.

A LCA will be a point of contact for the client and must be able to effectively communicate to the client. LCAs will partner with lending specialists to proactively connect with clients through outbound calls, and execute consistent follow-up routines to meet client’s needs. However, a LCA cannot make declination calls. The LCA may partner to perform pipeline reviews to ensure completion of pre and post- Initial Credit Decision tasks, receipt of client conditions, including upload and review for potential additional documentation indicated and and Kept Informed Routines.

Tasks include supporting lending specialists throughout the loan process, including collecting additional documents as required by underwriting in order to insure timely closing of loans. However, a LCA cannot take applications, quote rates or sell products. They will serve as a liaison between fulfillment and underwriting and the client. LCAs will partner closely with lending specialists to deliver exceptional client care. They will focus on delivering an exceptional client experience through connecting clients to our digital capabilities.

This position may be subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination.

Required skills:
• Minimum of 1+ years relevant industry experience, such as mortgage processing
• Knowledge of mortgage product and solutions, including regulatory and product guidelines
• Strong computer skills including Microsoft Office, with medium to advanced Excel skills and database management
• Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
• Ability to demonstrate excellent communication and ability to build and sustain relationships with clients and partners
• A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally
• Results oriented with proven track record of outstanding ability to motivate and influence other to accomplish objectives: present oneself assertively, convincingly and with confidence to establish credibility and respect with others
• Excellent problem solving skills
• Must be able to provide evidence of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles
• Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic
• Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed expectations
• A respected business partner who adds value to the broader team and can diplomatically handle
conflict; demonstrated ability to cultivate effective partnerships with other LOBs
• Ability to handle ambiguity and adapt to changing circumstances
• An impeccable reputation for integrity and consistency; must possess sound business ethics acting in the best interest of the client
• Excellent time management and organizational skills

Desired Skills:
• Knowledge of banking (credit and deposit) products and services
• Familiar with FHA and HUD guidelines
• Mortgage and processing experience

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

500

Job Description:

The Lending Client Associate (LCA) role is a sales support position, typically providing dedicated operational and sales support to multiple lending specialists. Incumbents may also on a regular basis support office initiatives.

A LCA will be a point of contact for the client and must be able to effectively communicate to the client. LCAs will partner with lending specialists to proactively connect with clients through outbound calls, and execute consistent follow-up routines to meet client’s needs. However, a LCA cannot make declination calls. The LCA may partner to perform pipeline reviews to ensure completion of pre and post- Initial Credit Decision tasks, receipt of client conditions, including upload and review for potential additional documentation indicated and and Kept Informed Routines.

Tasks include supporting lending specialists throughout the loan process, including collecting additional documents as required by underwriting in order to insure timely closing of loans. However, a LCA cannot take applications, quote rates or sell products. They will serve as a liaison between fulfillment and underwriting and the client. LCAs will partner closely with lending specialists to deliver exceptional client care. They will focus on delivering an exceptional client experience through connecting clients to our digital capabilities.

This position may be subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination.

Required skills:
• Minimum of 1+ years relevant industry experience, such as mortgage processing
• Knowledge of mortgage product and solutions, including regulatory and product guidelines
• Strong computer skills including Microsoft Office, with medium to advanced Excel skills and database management
• Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
• Ability to demonstrate excellent communication and ability to build and sustain relationships with clients and partners
• A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally
• Results oriented with proven track record of outstanding ability to motivate and influence other to accomplish objectives: present oneself assertively, convincingly and with confidence to establish credibility and respect with others
• Excellent problem solving skills
• Must be able to provide evidence of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles
• Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic
• Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed expectations
• A respected business partner who adds value to the broader team and can diplomatically handle
conflict; demonstrated ability to cultivate effective partnerships with other LOBs
• Ability to handle ambiguity and adapt to changing circumstances
• An impeccable reputation for integrity and consistency; must possess sound business ethics acting in the best interest of the client
• Excellent time management and organizational skills

Desired Skills:
• Knowledge of banking (credit and deposit) products and services
• Familiar with FHA and HUD guidelines
• Mortgage and processing experience

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21076058

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Marissa Henderson

Referral Bonus:

500

Street Address

Primary Location:
7105 CORPORATE DR, TX, Plano, 75024