What are the responsibilities and job description for the Document Coordinator position at Careers?
Compensation: $45K in base plus bonus
At American Financing, we're innovators with imagination. We do what it takes to help customers achieve their financial goals. And we stay ahead of the competition by challenging ourselves to become more efficient. We are one of the fastest-growing national mortgage lenders because we don't follow the status quo.
See what it's like to work for a national mortgage lender that truly values its employees. Wherever your passions lie, you can find rewarding work and new opportunities here.
- Casual work environment
- Family-owned, Customer-focused
- Denver Post Top Workplace
- Top 50 Family-Owned Business
- Best of Colorado Business
- Inc. 5000 Fastest-growing Private Company
JOB SUMMARY
In this role you will be our main point of contact to gather documents to move to the next stage in the refinancing process while maintaining a positive and professional attitude towards customers at all times.
WHAT YOU WILL BRING
- Prior experience in mortgage processing, demonstrating a strong foundational knowledge of the loan lifecycle.
- Meet or exceed the daily and monthly sales expectations set by management, while providing exceptional customer experience
- Proven customer support experience or experience as a client service representative (example: call center, collections)
- Track record of exceeding quotas
- Strong phone contact handling skills and active listening
- Customer Orientation and ability to adapt/respond to different types of people
- Excellent communication and presentation skills
- Ability to multitask, prioritize, and manage time effectively
- High school degree
- Familiarity with CRM systems and practices
- Bilingual in English/Spanish a plus
DUTIES AND RESPONSIBILITIES
- Contact customers to request and obtain necessary documents. Ensuring timely and accurate submission. This position requires excellent communication skills, attention to detail and the ability to handle confidential information
- Following up with customer via customer email text to ensure timely submission of documents or acknowledgements of documents that might need to be signed
- Keeping an eye on the pipeline to also ensure that the file is moved along to the next stage in a timely manner
- Explain the importance of the requested documents and guide them on how to submit them (portal or email)
- Follow communication procedures, guidelines and policies
- Ensure all activities comply with relevant regulations and confidentiality requirements.
- Coordinate with other departments to verify document requirements and disclosure acknowledgements to ensure proper handling.
- Collaborate with team members to improve the document collection process.
- Local candidates preferred
Compensation: $45K in base plus bonus
WHAT WE BRING
- Medical, Dental, Vision, 401k
- Paid time off and sick days
- Paid holidays
- Long-term paid disability
- Paid maternity and bonding leave
- Full desk equipment provided
American Financing Corporation (AFC) is an Equal Opportunity Employer. AFC does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis protected by law. All employment is decided on the basis of qualifications, merit and business need.
Salary : $45