Hall Financial

Client Experience Ambassador/ Loan Processor

This is a one-of-a-kind opportunity to work alongside our highly rated Operations Team as a Client Experience Ambassador. Hall Financial is searching for a 5-STAR, incredibly driven and high energy individual that embodies our C.O.D.E. (Camaraderie, Optimism, Drive, and Evolution).

As a Hall Financial Client Experience Ambassador, not only will you ensure that Hall Financials loans get processed in a quick manner, but you will also provide the highest level of client service to our clients and relator partners that will allow you to not only make a positive impact on Hall Financial but the overall mortgage industry.

If you’re looking for a relaxed, predictable, super-structured role with a better work/life balance, this is NOT the job for you. As a Client Experience Ambassador, you get to ride shotgun through it all. But, if you’re ready to fast-track your career and uncover your passions by learning about all aspects of the mortgage industry, then keep reading...

WHAT YOU WILL BE DOING –

  • Providing a 5-STAR, white glove experience to all those you work with internally and externally.
  • Demonstrate a high level of professionalism and the ability to handle sensitive matters while exercising sound judgment, discretion, and confidentiality.
  • Prioritizes conflicting needs; handles matter expeditiously, proactively, and follows-through on projects to successful completion, often with deadline pressures.
  • Gather information and move each file from passing Operations to Clear to Close (CTC)
  • Request specified information from client and follow up on missing items.
  • Responsible for ensuring all loan documentation is complete and accurate. Must analyze and verify documents for submission while complying with the investor and Hall Financials’ policy.
  • Act as a liaison between borrower, underwriter, Home Loan Advisor, investor, and real estate agents.
  • Assure all client files are complete and in compliance with regulatory agencies and internal policies.
  • Clearly communicate with Home Loan Advisors and leadership on the status of the client’s files.
  • Must possess an in-depth knowledge of all loan programs the organization offers to its consumers.
  • Always be an ambassador for the company.
  • Perform other duties as assigned.

WHAT WE NEED FROM YOU –

  • The ability to work in office Monday - Friday in Troy, Michigan.
  • Bachelor’s Degree
  • Minimum of 5+ years of loan processing experience required.
  • Experience in mortgage lending and knowledge of loan types, such as FHA, FHLB, FNMA, or VA loans required.
  • 5-STAR customer service skills in person and on the phone.
  • The ability to handle multiple tasks and frequent interruptions.
  • Handle stressful situations with calmness and courtesy.
  • Communicate effectively both verbally and in writing.
  • Excellent records and file management skills
  • Knowledge and experience with MS Word, Excel, and Outlook
  • Experience with Encompass, DU and LPA is a plus.

THE PERKS

At Hall Financial you’re an important member of our team. We believe in our people and providing them with valuable benefits to achieve their goals inside and outside the office.

Here are some reasons you’ll love to work at Hall Financial:

  • Internal growth and career development
  • Paid Time Off (PTO) after just 30 days
  • Paid training and career development
  • Medical, dental, vision and life insurance
  • 401k
  • Competitive compensation
  • Discounted rates on all mortgage products for yourself and your friends and family
  • Open cohesive team environment filled with standing desks, bright colored walls, and collaborative spaces so you can make your dreams come to life
  • Incredible incentives: Event tickets, team outings, individual and team goal bonuses.

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