Client Relations Analyst

Job Title: Client Relations Analyst
Reports To: Customer Relationship Director
Department: Direct Processing
Location: Irvine, CA | Diamond Bar, CA | Remote

Position Summary

Our customer-centric team is changing the home lending game with fierce loyalty and a dedication to delivering an extraordinary home loan experience. We empower our team members by engaging and immersing them in a fun, positive, and energetic atmosphere that places emphasis on the customer experience above all else. If you love coming to work every day and winning, hold yourself to high goals and standards, subscribe to a no drama workplace and live to serve your customers as much as each other…we want you on our team.

Mission Loans is seeking mortgage professionals who thrive in a fast-paced environment without losing focus on quality of work and delivering an exceptional customer experience. As a Client Relations Analyst, your primary mission is to assist your processing team in timely clearing underwriting conditions to ensure progression through all critical fulfillment milestones on loan transactions, ultimately leading on-time loan closings and delivering a best-in-class customer experience.

Primary Duties & Responsibilities

  • Overall responsibility for assisting processing team (i) to facilitate timely progression through all critical fulfillment milestones on a loan transaction ultimately leading to loan package status of clear to close and (ii) in delivering a best-in-class customer experience
  • Assist customer relationship manager in follow-up for necessary documentation to clear underwriting conditions such as homeowners’ insurance, condo documentation, homeowners’ association certifications, payoffs for liens, etc.
  • Conduct required verifications with relevant third parties and document appropriate evidence
  • Order credit supplements or rescores, as required
  • Draw loan document packages
  • Assist customer relationship manager to finalize complete and accurate packaging of the loan for submission to closing for initial closing disclosure and drawing closing document
  • Operate with a goal to meet and exceed internal and external customer expectations
  • Operate in a manner that promotes loan quality and compliance with lending laws
  • Maintain productivity and quality performance at or above required goals
  • Perform other duties and projects, as assigned by management

Skills & Abilities

  • Subscribe to a no drama workplace
  • Subscribe to the mission of creating a truly customer and team member centric environment
  • Love to come into work every day and win
  • Highly motivated, self-starter with ability to work under minimal direction, and as a team player
  • Excellent written and verbal communication skills
  • Ability to work in a fast-paced, multi-tasking environment and manage to multiple deadlines
  • Strong organization, follow through and time management skills
  • Excellent attention to detail with commitment to accuracy and quality
  • Strong problem solving and creative thinking skills
  • Dependable, responsible and able to use good judgement

Qualifications & Experience

  • 1 year previous experience in mortgage industry or customer service related role, preferred but not required (we will train anyone with the right winning attitude!)
  • Basic proficiency in Microsoft Office products (Excel, Word, etc.)
  • Experience with Empower, a plus

Other Duties: This position profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may be asked to perform additional related duties, as assigned, in order to meet the needs of the organization.

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