Retail Lending Support Specialist - Remote

Overview

The RED Team Specialist is part of the Retail Elevation Department (“RED Team”) and will be responsible for providing best in class customer service, business and administrative support to CMG Financial and any Partner Companies. The team acts as a concierge desk for employees and is the central point of contact for many internal processes, procedures and systems concurrently. This includes the coordination and support onboarding and transitioning new hires and branch locations. In addition, the RED Team Specialist will provide ongoing support to all employees, manage multiple internal processes, act as administrator to multiple systems, and be the first point of contact for many day-to-day business operations matters and provide immediate support for the entire organization.

In Short

• Acts as the concierge desk to the Retail and JV Channels.
• Is the CMG Expert and central point of contact to employees, departments, processes and procedures under one umbrella.
• Manages incoming/outgoing communications within the RED Team Inbox and dedicated hotline.
• Provides ongoing support system for all employees.
• Acts as third party administrators for multiple systems.
• Works within the Loan Origination System (LOS) and other systems processing various requests.
• Maintains internal and external team materials and upholds the processes and procedures as requested by management.
• Assists with the Onboarding Team with any and all onboarding tasks.
• Coordinate with all departments to ensure all employees have what they need.
• Provides extraordinary customer service and immediate support to the entire Retail Channel.

Requirements

• 5+ years of previous mortgage experience required.
• Previous administrative support and customer service experience preferred.
• Proficient in Microsoft suite of products; Outlook, Word, Excel, PowerPoint etc.
• Excellent communication skills both written and verbal.
• High level of integrity and confidentiality required.
• Strong organizational and time-management skills.
• Analytical problem solver and self-starter.
• Strong technical knowledge in the use of software applications, databases, spreadsheets.
• Acute attention to detail and ability to work on complex projects with general direction.

Benefits

• Flexible work environment.
• Opportunity to work with a diverse team.
• Professional development opportunities.
• Supportive company culture.
• Remote work flexibility.