Borrower Advocate

Bachelor's degree Minimum 1 year of mortgage-related collection, customer service, or sales experience Clearly communicate the life-cycle of a mortgage from start to finish and have knowledge of the processing steps involved Build relationships and work closely in a team environment Ability to understand customer issues and own any issue through resolution Possess broad knowledge of real estate transaction methods Leadership/team-lead experience preferred Project management experience preferred Experience with Excel or spreadsheet equivalent knowledge, Microsoft Office Knowledge of Tax, Escrow Analysis, Mortgage Insurance and Hazard Insurance preferred

Proactively communicate with borrowers regarding loan terms and servicing processes. Monitor project progress and support borrowers with delays or budget issues. Investigate and resolve post-closing borrower inquiries and disputes. Assist borrowers with statements, payments, and online portal access. Proactively reach out to at-risk borrowers to prevent defaults. Collaborate with cross-functional teams to ensure a cohesive borrower experience. Provide clear communication on loan status, disbursements, and payment reminders. Accurately document all customer interactions.