Client Services Representative

Job Title: Client Services Representative

Department: Residential Mortgage Operations

Location: Denver, CO

Reports To: Lead Client Services

Position Summary

The position requires experience in a mortgage role involving loan origination, loan purchases or other processing function with solid mortgage product and data knowledge. Strong attention to detail and process, clear communication skills, and outstanding client service are key factors. The successful candidate is a high level of interaction with internal parties (Underwriting, Lock Desk, Funding, IT) and external parties (loan originators, custodians, servicers, and other 3rd party service providers).

Responsibilities & Duties

• Daily point of contact may include interaction with loan originators, secondary marketing, underwriting, loan delivery, and IT departments
• Full understanding of operational policies, with the ability to convey requirements clearly and concisely to clients and manage changes as applicable
• Manage and answer product questions and escalate complex product/underwriting issues to appropriate parties
• Coordinate with Underwriting and Lock Desk to process underwriting and product exception requests
• Coordinate with Appraisal and Due Diligence vendors to process appraisal review requests to meet service level agreements
• Ensure the flow of accurate and timely loan data; quickly diagnose issues and inconsistencies for mortgage loan data
• Facilitate the delivery of data, loan files, and collateral files to vendors supporting the loan purchase process
• Provide process improvement requirements to the internal technical team in support of constant improvement in conduit work systems
• Condition and pipeline management follow-up for both credit and collateral documents
• Manage time and activities to agreed-upon service level turn times and quality metrics
• Provide analytics and documentation to support asset acquisition and investment decisions.
• Create and distribute various lock and operational reports

Required Education, Experience, & Skills

• 3-5+ years’ experience in mortgage originations, mortgage servicing, conduit, and/or secondary marketing.
• Strong mortgage product knowledge (jumbo, agency), loan processing and/or loan closing/funding
• Strong interpersonal and communication skills, both written and oral
• Technologically savvy, with the ability to work in varied systems, Proficiency with Excel & Word
• Experience with loan origination systems, document management, or other mortgage-related processing systems
• Must be able to handle multiple tasks and manage workload independently
• Must be organized, detailed-oriented, and maintain reliable follow-through

A reasonable estimate of the base compensation range for this role is $65K - 75k annually. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.