What are the responsibilities and job description for the Mortgage Client Coordinator Specialist position at SummitHR?
We are searching for an Account Coordinator who has experience in servicing Mortgage or Lending vendor clients and has exceptional customer service skills. This candidate will communicate with new and current customers through phone, email, and our different servicing platforms to service and status their appraisal reports. Account Coordinators will also be communicating with appraisers, title companies, and mortgage professionals throughout this servicing process.
This job also includes:
- Working with assigned clients to determine needs and provide resolutions when necessary
- Staying current on company products and services
- Maintain client details within our platforms
- Maintain up to date client knowledge
- Achieve goals provided by manager
- Internal meeting participation
- Daily resolution of action items
- Participate in company training and other workshops when applicable
- Updating and reporting
Demonstrate all company Core Values:
- Sense of Urgency
- Dig Deeper
- Positive Attitude and a team player
- Customer Focused
- Continuous Improvement
Requirements:
- Organized and high attention to detail
- Excellent communication and customer service skills
- Highly accountable, flexible, and effective under pressure in a fast-paced environment
- Strong ability to work well in a team environment
Degree or experienced in mortgage industry knowledge preferred, but not required.
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