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Purchase Mortgage Assistant

Location: Santa Ana, CA, United States
Req ID: 011508

Job Description

Description

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Ready to be a Cooper too? This might just be right up your alley!

We’re here to keep the dream of home ownership alive. Oh, and while we’re at it, we’re determined to change the lending industry itself. It’s simple, but it won’t be easy. And we’ll need a great team behind us. (That’s where you come in.) We want to show the world that transparency, candor and collaboration aren’t just good values. They’re good business. Working here isn’t for people who want to punch a clock. It’s for people who want to punch a hole in the status quo. Come join us. And make a difference instead of just a living.

  • Engage in comprehensive on the job training.
  • Able to work within set weekly and monthly schedule, which may include mornings, evenings, and/or weekends.
  • Able to work within daily schedule, built around various inbound call activity.
  • Field calls from various lead sources with a working knowledge of the various campaigns in order to drive a tailored customer experience.
  • Make outbound calls to prequalified and pre approved customers with a working knowledge of the various campaigns in order to drive a tailored customer experience.
  • Collecting and completing lead prospect information.
  • Sell customers on the benefits of talking with a Mortgage Professional by understanding general Mortgage options that may be available to them.
  • Handle questions of many types from customers with the ability to direct the customer to the appropriate resource for resolution.
  • Willingness to take ownership of any customer escalation as the situation dictates thus ensuring a positive customer experience.
  • Participating in staff and team meetings along with taking part in mortgage training provided by management.
  • Help improve quality and advancement of the team by assisting with the training of new and existing employees.
  • Meet production goals including inbound call activity, various conversion metrics, loan origination production, and others as identified by your manager

Mr. Cooper is committed to nurturing a diverse and inclusive environment where every employee is empowered to be their authentic self.  We know that a large part of our success as a business is directly tied to our ongoing efforts to attract and retain diverse talent and maintain an inclusive environment where each employee can thrive.  Embracing and leveraging diversity through an inclusive work environment fosters new ideas, new insights, and constant innovation.  We strive to weave the principles of diversity and inclusion throughout the fabric of how we work, how we interact, and how we engage with our customers and the community.

Job Requisition ID:

011508

Job Category:

Sales

Primary Location City:

Santa Ana

Primary Location Region:

California

Primary Location Postal Code:

92705

Primary Location Country:

United States of America

Posting Organization:

Mr. Cooper

Line of Business:

Origination

Additional Posting Location(s):

Alternate Requisition:

No

Summary

This position may consist of several primary responsibilities: Field inbound calls from prospective customers inquiring about buying and/or selling a residential home; inquire with prospective customers about their goals and needs; educate customer on the home buying and selling process; gather initial data on prospective customers; facilitate interaction between prospective customer and licensed loan officers; aid potential buyers in acquiring prequalification’s and preapprovals; facilitate customer interaction with an in house panel of real estate agents; nurture the customer and real estate agent relationship through regular follow up; and aid loan officers in preparing loan files for origination. Includes ongoing communication with loan officers and relaying information as needed to ensure the customer’s needs are being met. Full Effort will be put into providing world class customer service to prospects, including education and guidance on the mortgage inquiry process. You will build, work and manage strong relationships with licensed loan officers and potential customers. A close working relationship with a team oriented approach with fellow sales assistants, management, loan officers, loan processors and other departments within the Company is expected. A competitive, high performing individual and team culture with an approach to continuous improvement is expected.
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