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Mortgage Consultant

Company name
CSAA Insurance Group

Boston, MA, United States

Employment Type


Posted on
Mar 25, 2020

Valid Through
Jul 08, 2020

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JOB SUMMARY: Processes new mortgage loan financing business. Becomes a trusted mortgage advisor to customers and networking sources. Originates, process and close quality conventional, government, and home equity mortgage loans, manages members through the entire loan process, following industry and Club protocol for providing quotes and obtaining documentation, while delivering Five Diamond Service during all business and networking transactions. JOB RESPONSIBILITIES: • Facilitates the lending process and manage the member through the entire loan process, serving as the main contact and “face or voice of the Club” for the member. • Maintains complete, thorough and accurate conversation logs for all applications, pre-approval, and loan applications in the Loan Origination System. • Provides all disclosures determined to be required by federal and/or state laws and regulations or under lender and/or Bank requirements within mandated time frames. • Ensures receipt of all appropriate documentation, provide information necessary to third-party for property appraisals and discuss or meet regularly to review status of applications in process. • Follows the loan through the approval process, responding to requests to obtain additional information from the member as well as keeping the member updated on the status of the loan, and advise of any special requirements related to individual loans. • Safeguards Club goodwill by ensuring timely and accurate processing of loan applications, maintaining confidentiality of the member’s personal information, proactively working to prevent errors which could impact business line profitability or reputation and undermine member confidence. • Provides professional Five Diamond Service during all business and networking transactions, identify opportunities to cross-sell other Club products and services. • Maintains a professional knowledge of all technical aspects of the mortgage industry, develop and enhance knowledge of financial market terms and trends, and utilize knowledge to provide complete service to the member. • Performs other job-related duties as required. QUALIFICATIONS: Associate's degree preferred. A minimum of two years' experience in the mortgage industry, with prior sales experience or demonstrated sales ability required. Knowledge of mortgage industry practices and concepts required. Must have strong customer service focus. Excellent communication skills, with the ability to interpret complex financial information and make appropriate recommendations. Must work independently to service volume of business. Strong attention to detail, with the ability to multi-task required. Strong relationships building skills, with the ability to perform effectively as part of a team. General call center skills required. Must have complete familiarity with the Microsoft Office platform of products and all relevant business line software. AAA Northeast is one of the largest and most innovative membership organizations in North America. It is a multi-business organization comprising more than 60 locations in a six-state area. We provide valuable roadside service to our 5.8 million members, as well as many specialized services such as Financial Services & Loans, Insurance, Travel, Discounts, Auto Glass, and Driver Training. AAA is a key advocate for issues impacting the traveling public, such as highway safety, road maintenance and related legislation. We have a unique organizational model and many of our businesses are the largest and most sought after in their industries. AAA Northeast employees help and serve as a way of life. Through a 100-year legacy of service stewardship, our employees make valuable contributions to our workplace and the community that surrounds us. In order to continue our mission, our organization is expanding and we need talented people to work alongside us in creating our next 100 years.

Company info

CSAA Insurance Group
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