Client Approval Specialist I
United Wholesale Mortgage · Pontiac, MI · 3 wk ago
Customer ServiceFull-time
Daily Interactions
Daily interactions with a mix of internal and external clients.
Mandatory Qualifications
- 1-2 years experience with Elite Client Service
- Strong analytical and problem solving skills
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office (Word, Excel, etc.)
- Positive attitude
- Ability to work independently and be a self-starter
- High School Diploma or equivalent
- Onsite attendance is required
What You Will Be Doing
- Reviewing new and change status applications submitted to UWM
- Reviewing conditions supplied for applications
- Running/requesting, reviewing, and analyzing professional, industry background checks on clients
- Closely analyzing information and documents provided for completeness and determining if the client is eligible for approval/fit the UWM Business model
- Reviewing new signup applications and working with BDT/Sales
- Managing queues within OBA for day to day tasks
- Providing great client service to both internal and external clients
- Processing denials and approvals
- Processing change of structure requests (broker to correspondent and vice versa)