Job Description

Job Title: Broker Concierge

Department: Credit - Agency

Reports To: VP, Credit - Agency

FLSA Status: Non-Exempt

PRIMARY FUNCTIONS : We are seeking a detail-oriented and customer-focused Broker Concierge to join our team. This role is pivotal in providing a "white glove" service to our brokers, ensuring smooth and efficient loan processing and closing experiences. As a liaison between brokers, Account Executives (AEs), and Underwriters, you will oversee the loan manufacturing process from start to finish with precision and exceptional communication.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

• Serve as the primary liaison between brokers, Account Executives, and Underwriters, delivering exceptional, personalized service.
• Manage condition submissions to Underwriters, ensuring efficient and timely reviews.
• Sign off on designated conditions within granted authority.
• Effectively oversee communication and coordination throughout the loan manufacturing process, driving loans to close quickly, efficiently, and seamlessly.

DESIRED PERSONAL CHARACTERISTICS:

• Ability to work independently with minimal supervision.
• Ability to prioritize work and meet deadlines.
• Good organizational skills to ensure data integrity
• Strong mathematical aptitude and data analysis skills.
• Must be a team player with strong attention to detail and able to work independently
• Proven track record at delivering timely and accurate information in a fast-paced environment
• Excellent critical thinking, problem-solving, mathematical skills, and sound judgment

Qualifications

JOB REQUIREMENTS:

• Thorough understanding of mortgage loan requirements, including GSE (Fannie Mae and Freddie Mac), FHA, and VA guidelines.
• Solid knowledge of TRID (TILA-RESPA Integrated Disclosure) regulations and closing practices in both wet and dry funding states.
• Prior Junior Underwriting experience is a plus.
• Excellent organizational and communication skills with a proactive and solution-oriented mindset.

EDUCATION :

• High School Diploma

EXPERIENCE:

• Minimum of 5 years of processing experience, with a strong focus on delivering an outstanding customer experience.
• Familiarity with advanced loan processing systems and tools.
• Demonstrated ability to thrive in a fast-paced, deadline-driven environment.

PHYSICAL REQUIREMENTS:

• This position is in an office setting with computer and general office equipment. The position requires the ability to move freely around within the department and other department locations

Additional Information

All your information will be kept confidential according to EEO guidelines.