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CTL Client Specialist (Multi-Family Lending) - San Mateo, CA

Job Description

CTL Client Specialist (Multi-Family and Commercial Mortgage Lending)

o   Reviews documentation requirements and ensures completeness and accuracy of Letters of Interest and loan packages

o   Assists borrowers and third party service providers with  application and loan process

o   Assists Client Manager in building customer and real estate broker relationships to increase sales

o   Creates sales and marketing correspondence for distribution to internal and external customers

o   Works to support retention of existing customers 

o   Provides administrative support

o   Manages general office needs such as ordering supplies

o   Additionally, a Client Specialist may independently market, quote, package and analyze express loans with the Client Manager's assistance

o   Must have reliable transportation



o   Bachelor's Degree preferred or High School Degree/GED equivalent

o   Minimum 2-4 years of experience in mortgage lending preferably with inside sales/customer service background

o   Proven PC skills, highly proficient in all Microsoft Office applications (Word, Excel, PowerPoint and Outlook)

o   Excellent written and oral communication skills

o   Professional, thorough, organized and detail oriented; able to follow standard operating policies and procedures

o   Ability to work accurately under pressure of deadlines

o   Adept at working around conflicts in a proactive and skilled manner

Req #: 160039638
Location: San Mateo, CA US
Job Category: Relationship Management/Sales
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)

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