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Client Service Representative

7/11/2025

N/A

Job Summary

A company is looking for a Client Service Representative.

Key Responsibilities
  • Manage loan pipelines and provide client support to ensure loans are cleared-to-close within expected turn-times
  • Work directly with clients to offer training and daily support for loan delivery
  • Serve as the primary contact for Brokers, Correspondents, and Account Executives (AEs)
Required Qualifications
  • High school diploma or equivalent required; college degree preferred
  • Fundamental understanding of loan program products, services, and policies
  • Knowledge of the mortgage banking industry
  • Experience with Loan Origination Systems (LOS) such as Calyx Point and Ellie Mae
  • Proficiency with computer systems including MS Office and Internet browsers

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