The Change of Circumstances Specialist demonstrates a high level of client service and maintains quality standards. This role will ensure that all incoming work is processed and accurately entered in the system in a timely manner, as well as take on additional responsibilities highlighted below.
WHAT YOU WILL BE DOING
Processing Change of Circumstances (internal and external) while maintaining elite client service and quality standards
Ensuring that all incoming work is processed in a timely manner in accordance with company policy
Demonstrating a high level of client service and communication skills
Inputting data accurately into computer systems in a timely manner
Communicating and interacting with other teams
Understanding and keeping informed with Shore/UWM loan products and services
Verifying if the Fee Schedule is correct with Broker/Correspondent prior to closing/funding
Reconciling fees from the loan estimate and Closing Disclosure according to TRID guidelines
Processing internal and external change requests in compliance with TRID guidelines
Manage team in-box
Assist brokers over the phone and via emails with questions pertaining to changes and TRID fee guidelines.
WHAT WE NEED FROM YOU
High School Graduate
Minimum of one year experience working with conventional, government, or non-conforming loans
General knowledge of Underwriting, Product, and Title Insurance requirements/procedures is preferred
Great, positive, winning attitude
Ability to be flexible and work with a sense of urgency as well as overtime as business need occurs
Excellent communication skills--written, phone, and presentation
Strong computer knowledge and skills
Knowledge of lender paid and borrower paid compensation per TILA guidelines.
RESPA/TRID knowledge preferred
Experience for Internal Team Members:
THE PLACE & THE PERKS
United Shore is a diverse group of over 3,000 mortgage experts, sales superstars, tech gurus, marketing whizzes and more. We're a $40 billion and growing, family owned and operated company that still feels like family. Our award-winning workplace is home to the #1 wholesale mortgage lender in the nation, United Wholesale Mortgage. And we believe in setting our team members up for success by creating a unique, energetic culture where you can be yourself and still reach your professional goals.
Here are some of the reasons you'll love working here:
Free fruit, soft drinks and coffee
Gourmet cafeteria featuring homemade breakfast, lunch and a stationary food truck featuring $1 sliders
Wellness area including an in-house primary-care doctor's office, full-time massage therapist and hair salon
Large, state-of-the-art fitness center with a full-size basketball court, outdoor sand volleyball court, plus Zumba and yoga classes
Convenience store featuring grab-and-go snacks
In-house Starbucks and indoor/outdoor caf with Wi-Fi
Escape room for team-building activities
Indoor/outdoor putting greens
DISCLAIMERAll the above duties and responsibilities are essential job functions subject to reasonable accommodation. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Employees may be required to perform any other job related instructions as requested by their supervisor, subject to reasonable accommodations. This document does not create an employment contract, implied or otherwise, other than an "at-will" employment relationship. United Shore Financial Services is an Equal Opportunity/Affirmative Action Employer.
United Shore Financial Services