Client Relationship Representative/Loan Officer Assistant - Hybrid

Position Overview:

Benchmark takes pride in providing excellent customer service and the most efficient loan process to borrowers. The Client Relationship Representative/Loan Officer Assistant is an integral part of this process and is responsible for supporting one or more Loan Originators and our Mortgage-as-a-Service (MaaS) client through sales assistance, document collection, and client relationship management.

Ideal candidates for this position have proven customer relationship management skills, a high attention to detail, and proven organizational skills.

Essential Functions of the Role:

Provide administrative and sales support to Loan Originators and Client Team.

Collect and distribute documents and information pertinent to the processing and underwriting of the loan.

Assist Loan Originators and Client Team in managing the pipeline of loan applications.

Communicate with applicants on behalf of the Loan Originator/Client Team regarding expectations and loan status.

Complete Ordering process for 3rd party services (Appraisal, Hazard Insurance, Flood Cert, Title Work, Survey)

Other duties as assigned.

Essential Knowledge/Skills/Abilities:

Knowledge of the mortgage loan process

Proven relationship management skills

Proven organization skills

Ability to manage multiple deadlines

Strong communication skills

Proven ability to prioritize and multi-task

Excellent time management skills

Ability to work across organizational boundaries

Strong problem-solving capabilities

Experience with MS Office Suite

Experience Requirements:

Minimum five years residential mortgage experience with Conventional, FHA experience required.

VA proficiency preferred.

Encompass experience preferred.

Education/Licensing Requirements:

High school diploma or equivalent required.

Working Conditions:

Fast-paced environment.

Requires normal vision (corrected) both close and distant.

Requires normal hearing levels (corrected).

Requires working at a desk to use a phone and computer for extended periods of time.

Requires sitting, bending.

Works effectively with frequent interruptions.

Lifting requirements of 10 lbs. occasionally.

Minimal travel <5%.