Remote Mortgage Operations Project Manager - Lenmar Consulting, Inc.
Dallas, TX
About the Job
Title: Mortgage Operations Project Manager
Location: ***Role is 100% remote**
Remote/Hybrid/Onsite: 100% REMOTE
Position Type: Contract, project
Rate: $35.00 - $40.00/hr
RESPONSABILITIES:
• Conduct the investigation, tracking, and resolution of client experience issues during the origination or servicing of a mortgage loan
• Input, update, and close all inquiries in appropriate proprietary firm systems; file and catalogue all supporting inquiry documentation
• Review/investigate allegations pertaining to Client complaints and draft necessary response communications adhering to company, legal and regulatory requirements
• Discuss as appropriate any/all updates to inquiries with Private Bankers, Financial Advisors, Operations personnel and associated partners
• Assist management in reviews of specific inquiries as needed
• Aid in developing, updating, and publicizing training on inquiry policies/procedures
• Manage inbound calls/e-mails from Clients, MS sales team, and third party vendors
• Produce and deliver monthly and ad hoc reporting to senior management
• Maintain excellent working relationships with both internal and external partners
• Complete additional assignments as directed by management
• Ensuring third-party is providing best in class customer service to Brokerage clients and customers
QUALIFICATIONS:
• Minimum 5 years’ experience in mortgage originations/operations
• Direct verbal and oral communication with client, field and operational partners in a client focused organization
• Legal/Compliance experience preferred
• Bachelor’s degree required
Location: ***Role is 100% remote**
Remote/Hybrid/Onsite: 100% REMOTE
Position Type: Contract, project
Rate: $35.00 - $40.00/hr
RESPONSABILITIES:
• Conduct the investigation, tracking, and resolution of client experience issues during the origination or servicing of a mortgage loan
• Input, update, and close all inquiries in appropriate proprietary firm systems; file and catalogue all supporting inquiry documentation
• Review/investigate allegations pertaining to Client complaints and draft necessary response communications adhering to company, legal and regulatory requirements
• Discuss as appropriate any/all updates to inquiries with Private Bankers, Financial Advisors, Operations personnel and associated partners
• Assist management in reviews of specific inquiries as needed
• Aid in developing, updating, and publicizing training on inquiry policies/procedures
• Manage inbound calls/e-mails from Clients, MS sales team, and third party vendors
• Produce and deliver monthly and ad hoc reporting to senior management
• Maintain excellent working relationships with both internal and external partners
• Complete additional assignments as directed by management
• Ensuring third-party is providing best in class customer service to Brokerage clients and customers
QUALIFICATIONS:
• Minimum 5 years’ experience in mortgage originations/operations
• Direct verbal and oral communication with client, field and operational partners in a client focused organization
• Legal/Compliance experience preferred
• Bachelor’s degree required
Source : Lenmar Consulting, Inc.
