Job Description:
• Assist the process by gathering required documentation to successfully submit the loan file for processing/underwriting and obtaining Initial Closing Disclosure signatures to meet on-time closings
• Successful and effective pipeline management consisting of 50-60 loan closings per month
• Complete Patriot Act based on customer ID
• Ensure minimum submission requirements and documents are met prior to submitting loans to processing
• Assist other team members with any borrower requests
• Understanding of TRID to compliantly issue initial disclosures and revised Loan Estimates within 24-48 hours of receiving loan
• Experience with condo approval requirements including requesting documents and reviewing documents to ensure all relevant questions are completed
• Excellent customer service is second nature, with a natural inclination to assist others
• A quick study and self-starter: taking initiative and learning quickly in a remote, tech-enabled environment is critical to success
• Collegially competitive: meet or exceed individual quotas and expected company metrics while also sharing what is and isn’t working with an understanding that a rising tide lifts all ships
• Responsive to internal stakeholders and external customer needs, leaving no email unresponded and no voicemail unreturned
• Comfortable working autonomously: able to follow guides, job aids, and scripts to complete tasks such as gathering loan documentation and disclosing loan files - you search for your answer before asking a question
• Promote a culture that puts People First, with an emphasis on best-in-class customer service from lead to closing
• Continually learn, grow, and expand your knowledge of the mortgage origination process
• Take on ad-hoc projects as they arise & always be willing to support your team where they need you
Requirements:
• 1+ years of experience in mortgage operations and/or processing
• Experience using Encompass, Blend and/or Google Suite required
• You are comfortable with change and working in a fast-paced, startup environment
• You are a team player and a fantastic communicator (written and verbal) - naturally inclined to deliver amazing customer service
• Ability to review and interpret internal guidelines
• Process oriented with a keen eye for detail
• Belief in creating diverse, equitable, and inclusive practices and programs that will further Knock’s commitment to making an impact, learning, putting people first, being open, and courageous
• Have proven success working 100% remote in prior positions & are experienced working with a distributed, national team
• Education: High school diploma or equivalent
Benefits:
• Top tier medical, dental, & vision benefits for full time employees starting on the first day of employment
• Flexible Paid Time Off for full time employees
• Paid parental leave for all full time employees: - 12 weeks paid parental leave for the birthing parent - 6 weeks paid parental leave for the non-birthing parent
• One thousand annually for professional development
• Life, AD&D and Disability insurance for full time employees
• 401K (noncontributory by Knock) for all employees
• $75 monthly allowance for health & wellness
• Up to $400 monthly for a co-working space for eligible employees
• $100 monthly allowance for home internet, mobile phone or other communication devices
• $2,500 referral bonus for eligible employees