Client Support Analyst ( Mortgage)

New Penn Financial Plymouth Meeting , PA 19462

Posted 4 weeks ago

Position Description

Title: Analyst - Client Support

Primary Function

The Wholesale, Client Support Analysts are responsible for onboarding new brokers and served as a day to day resource to Account Executives and Clients on a variety of loan submissions, Web portal trainings and loan activities.

Principal Duties

  • Works in conjunctions with Account Executive in building broker relationships

  • Answers phone and email inquiries related to the web portal and submission process.

  • Responsible for client training on NewRez LION portal and all the available tools such as pricing, product, etc.

  • Responds and resolves emails in the TPO Assist mailbox within SLA.

  • Provide SugarCRM support to AEs as needed.

  • Keeps informed of current and acceptable practices

  • Provides relevant repots to Regional Mangers and clients as needed.

  • Performs related duties as assigned by supervisor

Education and Experience Requirements

  • Minimum of 1-3 years of sales support or client services experience in the mortgage or other financial services industry, including performing detail-oriented tasks for customers/clients

Knowledge, Skill and Ability Requirements

  • Requires strong organization skills and ability to multi-task

  • Excellent verbal and written communication skills

  • Ability to learn various technologies and processes for quick implementation

  • Familiarity with mortgage terms

  • More than basic understanding of MS Excel / Word and PDF

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Client Support Analyst ( Mortgage)

New Penn Financial