Call Center Associate

4 months ago(10/3/2017 3:28 PM)
# of Openings
Retail - Sales


About HomeBridge Financial Services


HomeBridge Financial Services, Inc. is one of the nation’s largest privately held, non-bank lenders. We specialize in facilitating and securing home mortgage financial solutions through our retail and wholesale channels. More information on HomeBridge can be found online at


Customer Service Commitment


Represents the company in a professional and enthusiastic manner: by providing an exceptional level of customer service, supporting the mission/vison statements, and adhering to our core values in all functions of their job responsibilities and interaction with referral partners, customers, and clients.


Scope/Purpose of the Position


The Call Center Associate is responsible for providing assistance to the assigned production team or Loan Officers in the processing of loans.


  Key Responsibilities and Essential Functions

  • Loan Originations
    • Work with clients by phone and in-person gathering required information to complete an Application.
    • Determine what documents and signatures are required for a completed loan package
    • Complete package and prepare for Opener
  • Processing
    • Expedite loan processing and underwriting working with designated Processing team.
    • Communicate all processor needs directly to clients
    • Work with Clients to get additional information so Conditions may be cleared
    • Update Clients on loan processing status.
    • Contact clients with any post-closing issues and resolve issues.
    • Provide high-level customer service to LO Clients.
  • Miscellaneous
    • Work planning, prioritization and assignment
    • Ensure compliance with Company Policies
    • Meet position requirements and objectives
    • Demonstrate and encourage integrity and alignment with Company Vision, Mission and Values
    • Other duties as assigned
    • Handle special projects assigned

Work Experience and Knowledge, Skills and Abilities

  • Knowledge of mortgage banking lending procedures
  • Customer service skills
  • Knowledge of Loan Processing procedures
  • Knowledge of loan products
  • Excellent customer service skills
  • Problem solving and conflict resolutions skills
  • PC Skills (MS Office)
  • Analytical and mathematical skills and applications
  • Strong communication skills (verbal, written, listening)
  • Attention to detail; multi-tasking skills; excellent time-management skills
  • Ability to work independently with minimal supervision
  • Flexibility and adaptability in a fluid and rapidly changing environment
  • Willingness to do more than basic job requirements as needed

Minimum Qualifications

  • Two-year degree helpful.
  • High School or GED required, or equivalent skills and knowledge
  • Minimum 2-year experience in mortgage industry.
  • Loan processing experience or Underwriting helpful to be familiar with documents and requirements.

Note: Management reserves the right to change or reassign job duties or combine positions at any time.


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