Broker Concierge
Share
Job Location:
Santa Ana, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
13 hours ago
Vacancies:
1 Vacancy
Job Summary
JOB DESCRIPTION
Job Title: Broker Concierge
Department: Broker Operations
Reports To: TBD
FLSA Status: Non-Exempt
Management: No
Salary Range: TBD
PRIMARY FUNCTIONS
The Broker Concierge is responsible for delivering a hightouch white glove service experience to brokers throughout the loan manufacturing process. Acting as the central point of contact between brokers Account Executives and Underwriters this role ensures loans move efficiently from submission through closing with accuracy urgency and exceptional communication.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Serve as the primary liaison between brokers Account Executives and Underwriters providing exceptional and personalized service.
- Manage condition submissions to Underwriters ensuring efficient and timely reviews.
- Sign off on designated conditions within delegated authority.
- Oversee communication and coordination throughout the loan manufacturing process from start to finish.
- Drive loan files to close quickly efficiently and accurately.
- Monitor file flow to identify and address bottlenecks or missing elements.
- Maintain detailed and accurate records within the LOS and per company procedures.
- Collaborate proactively with internal teams to resolve discrepancies or documentation issues.
- Uphold compliance with federal state investor and company guidelines throughout the process.
- Provide outstanding customer service to both internal stakeholders and external partners.
DESIRED PERSONAL CHARACTERISTICS
- Strong communication and problemsolving skills
- Ability to work independently and manage deadlines
- Ability to multitask in a fastpaced highvolume environment
- Customerfocused mindset with a concierge level service approach
- Detailoriented and committed to highquality work
- Calm under pressure and adaptable to change
- Openminded collaborative and innovationoriented
EDUCATION
- High School Diploma or equivalent required
EXPERIENCE
- Minimum of 5 years of mortgage processing experience with a strong emphasis on customer service
- Thorough understanding of GSE (Fannie Mae and Freddie Mac) FHA and VA guidelines
- Strong knowledge of TRID regulations and closing practices in both wet and dry states
- Junior Underwriting experience preferred
- Proficiency with loan origination platforms and related systems
- Excellent organizational skills and communication abilities
- Demonstrated ability to thrive in a deadlinedriven environment
PHYSICAL REQUIREMENTS
- Standard office environment with computer and general office equipment
- Ability to move throughout the department and related work areas
Additional Information :
All your information will be kept confidential according to EEO guidelines.
Remote Work :
No
Employment Type :
Full-time
Key Skills
About Company
HomeXpress – Your Leading Non-QM Mortgage Lender.Join our growing team and be part of the Top Non-QM Lender in the Business.We are known for closing mortgage loans with speed, ease, and convenience.Licensed in 46 States, we provide brokers with a full suite of mortgage products, inclu ... View more
