What are the responsibilities and job description for the Loan Specialist position at TEKsystems?
*Description*
The individual acts as the primary consumer contact to guide a consumer through the loan origination process after the licensed discussion with a loan officer. The individual is a key contributor to facilitating efficient and effective processes that support business and customer service objectives. Responsibilities may be limited within a specific function/channel or across functions/channels within the Mortgage Fulfillment Division (MFD).
Responsibilities:
*Receive inbound calls and make outbound calls to consumers
*Receive inbound text messages (where the consumer has provided express consent) and facilitate outbound text messages to consumers
*Provide exceptional customer service to all customers' mortgage loan inquiries/requests.
*Effectively manage a pipeline of up to 75 loans
*Performing routine data entry and validation tasks
*Handling routine calls, emails and/or chat responses with Pennymac employees, consumers &/or authorized 3rd parties
*Monitoring work queues and intervening as needed
*Interacting with multiple departments to expedite processing and/or issue resolution
*Conduct preliminary or basic research in order to accurately resolve and respond to customer inquiries.
*Must request assistance for escalated and/or more complex issues to department associates or supervisors.
*Meet outlined production and quality standards.
*Follow established Policy and Procedures
*Performing other related duties as required and assigned
*Demonstrating behaviors which are aligned with the organization's desired culture and values
*Top Skills Details*
Customer service,Data entry,loan processing,encompass,loan origination
*Additional Skills & Qualifications*
Qualifications:
*Mortgage and/or financial services call center experience is a plus
*Bilingual Spanish is a plus (not required)
*General understanding of applicable Federal, State and Local mortgage regulations a plus
*Must be a team player with strong attention to detail and able to work independently
*Proven track record at delivering timely and accurate information in a fast-paced environment
*Excellent critical thinking, problem solving, mathematical skills and sound judgment
*Effective time management skills to deliver work on time
*Capable communicator, written and oral
*Strong negotiation skills with ability to effectively resolve problems
*Demonstrated proficiency with computers and mainstream computer applications (Microsoft, Google, etc.)
*Pay: $24-25.20/hr*
*Pay and Benefits*
The pay range for this position is $24.00 - $24.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*
This is a fully onsite position in Pasadena,CA.
*Application Deadline*
This position is anticipated to close on Apr 4, 2025.
About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
The individual acts as the primary consumer contact to guide a consumer through the loan origination process after the licensed discussion with a loan officer. The individual is a key contributor to facilitating efficient and effective processes that support business and customer service objectives. Responsibilities may be limited within a specific function/channel or across functions/channels within the Mortgage Fulfillment Division (MFD).
Responsibilities:
*Receive inbound calls and make outbound calls to consumers
*Receive inbound text messages (where the consumer has provided express consent) and facilitate outbound text messages to consumers
*Provide exceptional customer service to all customers' mortgage loan inquiries/requests.
*Effectively manage a pipeline of up to 75 loans
*Performing routine data entry and validation tasks
*Handling routine calls, emails and/or chat responses with Pennymac employees, consumers &/or authorized 3rd parties
*Monitoring work queues and intervening as needed
*Interacting with multiple departments to expedite processing and/or issue resolution
*Conduct preliminary or basic research in order to accurately resolve and respond to customer inquiries.
*Must request assistance for escalated and/or more complex issues to department associates or supervisors.
*Meet outlined production and quality standards.
*Follow established Policy and Procedures
*Performing other related duties as required and assigned
*Demonstrating behaviors which are aligned with the organization's desired culture and values
*Top Skills Details*
Customer service,Data entry,loan processing,encompass,loan origination
*Additional Skills & Qualifications*
Qualifications:
*Mortgage and/or financial services call center experience is a plus
*Bilingual Spanish is a plus (not required)
*General understanding of applicable Federal, State and Local mortgage regulations a plus
*Must be a team player with strong attention to detail and able to work independently
*Proven track record at delivering timely and accurate information in a fast-paced environment
*Excellent critical thinking, problem solving, mathematical skills and sound judgment
*Effective time management skills to deliver work on time
*Capable communicator, written and oral
*Strong negotiation skills with ability to effectively resolve problems
*Demonstrated proficiency with computers and mainstream computer applications (Microsoft, Google, etc.)
*Pay: $24-25.20/hr*
*Pay and Benefits*
The pay range for this position is $24.00 - $24.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*
This is a fully onsite position in Pasadena,CA.
*Application Deadline*
This position is anticipated to close on Apr 4, 2025.
About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Salary : $24 - $25
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