Client & Loan Officer Assistant

at  Churchill Mortgage Corporation

ABOUT US

Churchill Mortgage began in 1992 with the core value of providing the highest level of integrity to each and every customer, meaning we tell our customers what is best for them even when it means we won’t close their loan. We have found over and over again that treating people the way we want to be treated is not only the right thing to do, but it builds lasting relationships. Churchill Mortgage proudly embraces the sound financial principles, as heard on the Dave Ramsey Show.
Churchill Mortgage is a nationwide company that has succeeded in the industry for 31 years, serving homebuyers and real estate professionals. We are innovative and have a fast-paced work environment. We value the input and ideas of our team at all levels within the company. You will have the ability to interface and learn from team members in all departments of the company. At Churchill Mortgage, we believe in investing in our team and helping every employee develop a strategic growth plan in their career by identifying their talents and skill sets and aligning them on a path for success.

BASIC FUNCTION

Your primary responsibility will be to serve as the concierge to new and existing clients through the early stages of the home buying or selling process. Top candidates must possess strong communication skills, both written and verbal, as well as the ability to multi-task in a fast-paced, high-energy environment.We arerapidly growing & expanding our Sales Conversion Department. We are seeking full-time, highly motivated people to be part of thisinnovative division of Churchill Mortgage.

EDUCATION/EXPERIENCE

Must have financial services experience. Direct experience in the mortgage industry preferred, but not required. Previouscall center experience is preferred, but not required.

COMPUTER SKILLS

Moderate to Proficient experience in Microsoft Office (Word, Excel, Outlook, etc). Experience working with CRM system. Experience with Chat via the web is also preferred, but not required.
Must be able to pass a criminal history information background check. Other duties may be applicable as business needs may dictate and as assigned by management. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

(Note: The following duties are typical of those performed by this role. Other related duties may also be performed. Incumbents may not necessarily perform all of the duties listed.)

• Serve as a concierge to new clients, as well as serve past clients who are looking to refinance or purchase a home
• Represent Churchill Mortgage in a professional manner
• Use scripts to identify a prospect situation, screen, record information, and connect with a Home Loan Specialist or branch
• Correspond with customers via phone, email, text, or chat
• Perform various tasks to support the Sales Conversion department’s commitment to each branch for calls or projects
• Determine the needs of clients through effective listening and questioning skills
• Make outbound calls to identify client’s needs and respond by providing superior service and resolution
• Answer rollover calls and direct to appropriate team member
• Track and record daily activity within the Lead Management System
• Demonstrate proficiency with Lead Management CRM System -ableto move seamlessly through records, search & find, add new records, review history, change status, identify duplicate, etc.
• Make an average of 130 calls per day to prospective clients that have inquired about a mortgage.
• Guide customers through a short form loan application online
• Other duties as assigned